View the City Ledger Account Listing (Desktop) 🎥
The City Ledger account Listing allows you to view every City Ledger account that is in Visual Matrix.
Path: Accounting > City Ledger > City Ledger > Account Listing
Every existing account will automatically show when opening the page. However, if there are a long list of accounts, there are some search options:
- by Starting and Ending Acct # to narrow down a search between 2 accounts numbers.
- by Member Code. A member code is a group of multiple City Ledger accounts.
- by Sorting Method, to sort the results either by C/L Account or by Company name (Account Name).
The list of accounts will show:
- the account number.
- the member code.
- the account name.
- the contact name on the account.
- the city where the CL is registered.
- the phone number and email for the account.
The list can also be sorted by clicking on any of the column headings.
Click Print to keep a copy.
The printed copy will show the same information except the email.
View a City Ledger Account Details (Desktop) 🎥
QUICKLINKS: VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Account Detail will show you the Invoices on the Account that have a balance due. Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details Select an Invoice ...
View the Folio(s) of a City Ledger Invoice (Desktop) 🎥
QUICKLINKS: VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details 1. Highlight an invoice. 2. See the details of that invoice at the bottom left of teh window.
View a City Ledger Payment History (Desktop) 🎥
QUICKLINKS: VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION A payment on a city ledger account will only show in the payment history section if teh full payment has been distributed. If only part of the payment has been distributed to an invoice, it ...
Print City Ledger Statements (Desktop) 🎥
QUICKLINKS: VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Accounting > City Ledger > Print Statements Generate statement 1. Narrow down the report using the optional available filters (from left to right): - by specific account number or range ...
Sales & Marketing City Ledger Profile (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION Path: Sales and Marketing > City Ledger. The City Ledger in Sales and Marketing provides various sections of information for clients that have Direct Billing privileges. To remember ...