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 transactions while preserving all historical invoices, payments, and transaction records for reporting and audit purposes.
Path: Accounting > City Ledger > Account Listing > Select the CL Account
Instructions
Deactivating a City Ledger account requires changing the account’s status within the City Ledger Information screen.
1. In the City Ledger Billing Information section of the account, uncheck the Status Active option.
2. Click the Save (floppy disk) icon in the top-right corner of the screen. The account will no longer be available for new billing activity.
- Deactivating an account does not delete invoices or payment history.
- Historical records remain accessible in Account Detail, Invoice History, and Payment History.
- Deactivated accounts cannot be used for new Direct Bill transactions until reactivated.
Reactivating a City Ledger Account
To reactivate a City Ledger account, open the account, check Status Active, and click the Save (floppy disk) icon. The account will once again be available for new billing activity.
Still Need Help With This Topic?
Ask Yourself:
- Are there any open invoices that still require action?
- Should the account be inactive permanently or temporarily?
Support May Ask You:
- The City Ledger account name or number
- Whether there are open invoices on the account
- What billing issue prompted the deactivation