Delete/Deactivate a City Ledger Account (Desktop)

A City Ledger account cannot be deleted but it can be deactivated. This will remove them from your list of accounts when working in Front Office.

Path: Accounting > City Ledger > Account Listing > Choose the Account

1. In the Billing Information section, change the Status to Inactive.

2. Click Save.

• Related Articles

• View the City Ledger Account Listing (Desktop) 🎥

  ? Watch Video 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. ...

• Print City Ledger Statements (Desktop) 🎥

  ? Watch Video 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 ...

• Search for a City Ledger Account (Desktop) 🎥

  ? Watch Video Path: Accounting > City Ledger > Search There are various search options: - by invoice number, folio confirmation number or payment account info (CC last 4 or approval code). - by date. - by keyword in the search field.

• 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 ...

• View a City Ledger Account Details (Desktop) 🎥

  ? Watch Video 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 # to view: - Invoice details (bottom ...