Search for a City Ledger Account (Cloud) 🎥

Search for a City Ledger Account (Cloud) 🎥

🎥 Watch Video
Searching for a City Ledger account allows users to quickly locate specific accounts, invoices, or billing records using targeted search criteria. In Visual Matrix Cloud, the City Ledger Search screen helps accounting and front desk teams narrow results by date, invoice number, or other search options to find the information they need efficiently.
Path: Accounting > City Ledger > Search

Instructions

Searching for a City Ledger account requires selecting search criteria and running the search from the City Ledger Search screen.

1. Select a Search Option. Use the Search Options dropdown to choose how you want to search.
Select the type of information you want to search for, such as Invoice Number or another available option. This determines how the search field is interpreted.



2. Set a Date Range. Use the From and To date fields to define the date range for the search.
Enter or select a start and an end date. Limiting the date range helps narrow results and improve search accuracy.



3. Enter Search Criteria. In the Search Field, enter the value you want to search for based on the selected search option.
For example, if searching by invoice number, enter the invoice number here. Leave this field blank only if searching broadly by date.



4. Run the Search. Click Search to display matching City Ledger results based on the selected criteria.



Still Need Help With This Topic?

Ask Yourself:
- Did you select the correct search option?
- Is the date range set correctly?
- Did you enter the correct value in the search field?

Support May Ask You:
- Which search option you selected
- The date range used
- The invoice number or value you searched for

Create a New City Ledger Account (Cloud)
City Ledger Account Listing Overview (Cloud)
FAQ - Accounting / City Ledger

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