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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. ...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 ...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 ...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 ...Apply a Payment on a City Ledger Account (Desktop) 🎥
? Watch Video Path: Accounting > City Ledger > Accounting Listing This step is after you have posted the payment on the City Ledger account. 1. Click on the City Ledger account. 2. Click on the Payments tab. 3. Click/highlight the payment to apply. ...