Create a City Ledger Membership Fee Accouting Code (Desktop)
Path: Management > Setup > Accounting > 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 (Desktop) 🎥
? Watch Video 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 ...
Sales & Mktg City Ledger Export (Desktop) 🎥
? Watch Video Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix offers a platform that will allow you to create mailing lists for their existing customer base. There ...
Print/Create City Ledger Invoices (Desktop) 🎥
? 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 date the folios were direct billed. 3. Click Refresh. 4. Select the folio(s) to ...
City Ledger Transaction Log Report (Desktop) 🎥
? Watch Video The Trans Log will show anytime an invoice was printed or unapplied, or a member is billed. This report cannot be printed. Path: Accounting > City Ledger > City Ledger > Trans Log on the left The report will show: - Date and time of ...
Create a New City Ledger Account (Desktop) 🎥
? Watch Video Path: Accounting > City Ledger > City Ledger 1. Click "Add New" 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. 4. Enter the Billing ...