City Ledger Account Listing Overview (Cloud) 🎥
🎥 Watch Video
The City Ledger Account Listing is the primary starting point for working with Direct Bill accounts in Visual Matrix Cloud. From this screen, accounting and front desk teams can review account balances, locate specific City Ledger accounts, and access detailed invoice and payment activity. Understanding how to use this listing helps teams move efficiently from high‑level account review into day‑to‑day accounting tasks.
Path: Accounting > City Ledger > Account Listing
Overview
The City Ledger Account Listing provides a high‑level snapshot of all Direct Bill accounts for the property. Each row represents a City Ledger account and displays key information such as balance, account status, and recent activity. This screen supports daily monitoring, follow‑up on outstanding balances, and navigation into account‑level details for invoicing and payments.
City Ledger Account Listing – Filters and Actions
The top section of the City Ledger Account Listing allows you to control which accounts appear in the list and how they are displayed. Filters can be used to narrow results to a specific range of accounts, member codes, or sorting preferences before refreshing the list. Once filters are applied, the results can also be printed for reference or reporting. This area is typically used to reduce large account lists into a manageable view before reviewing balances or opening account details.
City Ledger Account Listing – Account Details
The Account Listing table displays one row per City Ledger account, providing a high-level snapshot of account information. Identification columns show the City Ledger account and company name, while contact columns display the primary contact and communication details associated with each account. From this list, users can quickly identify which accounts are active, locate the correct account for review, and select an account to open a detailed invoice and payment activity.
Printed City Ledger Account Listing
When the City Ledger Account Listing is printed, the report displays a simplified, read-only version of the account list. The printed format organizes City Ledger accounts into clear columns such as account number, member code, company name, contact, city, and phone number.
The printout reflects the filters and sorting options selected on the Account Listing screen at the time of printing. Because this version is intended for reference and reporting, interactive features such as filtering or opening account details are not available.
Still Need Help With This Topic?
Ask Yourself:
- Are you looking for a specific City Ledger account or reviewing balances?
- Do you need to access open invoices or payment history?
Support May Ask You:
- The City Ledger account name or number
- The balance shown on the account
- Whether the issue involves invoices, payments, or account setup
Related Articles
Related Articles
**Accounting Flow: From Direct Bill Folio to City Ledger Payment
Direct Bill accounting follows a predictable sequence—from posting charges on a guest folio to reviewing fully paid invoices and payments in the City Ledger. Understanding this flow helps accounting and front desk teams know where a charge lives at ...Deactivate a City Ledger Account (Cloud)
City Ledger accounts cannot be permanently deleted in Visual Matrix Cloud. Instead, they can be deactivated when they are no longer needed for billing activity. Deactivating a City Ledger account prevents it from being used for future Direct Bill ...Create a New City Ledger Account (Cloud) 🎥
? Watch Video City Ledger accounts are used to bill businesses or organizations directly for guest charges instead of collecting payment at checkout. In Visual Matrix Cloud, creating a City Ledger account allows your property to track invoices, ...City Ledger Account Invoice History (Cloud) 🎥
? Watch Video City Ledger Invoice History provides a read-only view of invoices that have been fully paid for a City Ledger account in Visual Matrix Cloud. This screen allows accounting and front desk teams to confirm settled invoices, review ...City Ledger Account Payment History (Cloud) 🎥
? Watch Video City Ledger Payment History provides a read-only view of fully applied payments for a City Ledger account in Visual Matrix Cloud. This screen allows accounting and front desk teams to review how payments were applied, confirm offsets ...