# Placement

The Create Placement feature allows users to create and manage financial placements or investments, including configuring placement amounts, tenure, expected returns, and tax settings.

## Accessing The Placement Page

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Select **Placement** from the dropdown list.

<figure><img src="/files/awKrGQKLNA8YYsh6nlPQ" alt=""><figcaption></figcaption></figure>

## Creating A New Placement

To create a new Placement, follow these steps:

1. Click the **Add** button to initiate the creation of a new placement in the top-left corner of the Placement page,
2. Complete all the fields for the placement, including name, amount, destination, and maturity details.
3. Select the appropriate GL accounts to track placement, investment, and interest income.
4. **Set Liquidation and Tax Rules**: Define the rollover and pre-liquidation rules and specify whether withholding tax applies.
5. Click the **Save** button to create the placement.
6. Confirm the action by selecting **“Yes, I want to proceed.”**

<figure><img src="/files/fJXiyr7cp0uNDKN0HudJ" alt=""><figcaption></figcaption></figure>

## Modify A Placement

Here's how to modify a Placement below:

1. In the **Actions** column, click the **three vertical dots** (**⋮**).
2. Select **Modify** from the dropdown menu.
3. Update the necessary Placement details.
4. Click **Update** to save and apply the changes.
5. Confirm the action by selecting **“Yes, I want to proceed.”**

## Activate/Deactivate A Placement:

To activate/deactivate an existing Placement:

1. In the Actions column, click the three vertical dots **(⋮)** next to the Placement you wish to deactivate/activate.
2. Select **Deactivate/Activate** from the dropdown menu.
3. Confirm the action by selecting **“Yes, I want to proceed.”**


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