Create a New City Ledger Account (Cloud) 🎥

Create a New City Ledger Account (Cloud) 🎥

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. Enter the Billing address for the New Account.

5. Check Rate Override to input a specific Override Rate for this Account to use on Weekdays and Weekends instead of the Regular Base Rates.
6. Check the Rate Private box to hide rates from Guests Registration Cards.
7. Select a Taxable Option from the dropdown or Click Exempt to enter Tax Exemptions for the Account.

8. Check to email invoices instead of printing them. Invoices will be emailed to the primary contact of the account.
9. Choose the language preference for the account.

10. Check to activate the account.
11. Choose if the account is allowed to bill ALL Charges or Room and Tax only. This setting will not prevent any wrong billing. It will display a popup message at the moment of the billing to remind that the account is only for room and tax billing.

12. Enter any additional comments for the account.

13. Enter the primary contact's information for the account, email to receive invoices (if option checked) and phone number.

14. Select a credit term from the dropdown for the account parameters.

15. Set a discount rate and time-frame for discounts (within days), if applicable. This setting will not apply a discount automatically, it is an informative setting.

16. Enter the Credit Limit for the Account (this must be a figure more than Zero to avoid Errors/Messages from the system when billing).

17. Enter the names of the persons who can book reservations under this account (one entry minimum).

    • Related Articles

    • 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 ...
    • 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) ...
    • Print City Ledger Statements (Cloud)

      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 of CL accounts. - by start and end date the Statement is ...
    • 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 ...
    • View the City Ledger Account Listing (Cloud) 🎥

      ? Watch Video The City Ledger account Listing allows you to view every City Ledger account that is in Visual Matrix. Path: Accounting > City Ledger > Account Listing Every existing account will automatically show when opening the page. However, if ...