Create a City Ledger Membership Fee Accouting Code (Cloud)
Path: Management > Accounting Settings > Setup Code
The code will have to be:
- Ledger Type: City Ledger.
- Posting Category: Revenue.
- Posting Sub Category: Misc, except if you want to specifically track this revenue.
- Daily Detail Report: CL Admin & Loss.
Setup and Bill City Ledger's Members Fees (Cloud)
Member billing allows to create groups of city ledger accounts and post memberships or fees to those accounts. Each City Ledger is assign to a Member Group from its account profile (Member Code). Setup New member Group Path: Accounting > City Ledger ...
Sales & Mktg City Ledger Export (Cloud) 🎥
? Watch Video This collection of data is provided for the City Ledger. Examples of some available filters are as follows: Account #, (one account or all). You can see the total YTD revenue for a particular company once filters are put in place. The ...
Print/Create City Ledger Invoices (Cloud) 🎥
? Watch Video Path: Accounting > City Ledger > Print Invoices 1. (Optional) Choose to sort the uninvoiced folios by city ledger account. 2. (Optional) Choose to sort by the date the folios were direct billed. 3. Click Refresh. 4. Select the folio(s) ...
Create a New City Ledger Account (Cloud) 🎥
? Watch Video Path: Accounting > City Ledger > City Ledger 1. Click the "+" in the Company Address section. 2. Enter the Account number of your choice (Numbers or Letters can be used). 3. Enter an Address for the Account. 3. Enter a Company Name. 4. ...
Sales & Mktg City Ledger Profile (Cloud) 🎥
? Watch Video The City Ledger in Sales and Marketing provides various sections of information for clients that have Direct Billing privileges. Path: Sales and Marketing > City Ledger. The City Ledger profile in Sales & Marketing is divided into 5 ...