View the Folio(s) of a City Ledger Invoice (Desktop) 🎥
🎥 Watch Video
1. Highlight an invoice.
2. See the details of that invoice at the bottom left of teh window.
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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 ...Print/Create City Ledger Invoices (Desktop) 🎥
? 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 date the folios were direct billed. 3. Click Refresh. 4. Select the folio(s) to ...Correct a Folio Billed to the Wrong City Ledger Account (Desktop) 🎥
? Watch Video If the Folio is still in Print Invoices If the folio is still in the Print Invoices section and has not yet been invoiced, you can transfer the Direct Bill (Db) posting from the incorrect City Ledger account to the one it was meant to ...Unapply a City Ledger Invoice (Desktop) 🎥
? Watch Video Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details 1. Select an Invoice in the account details. 2. Click "Unapply Invoice" to send the Direct Bill back to the "Print Invoices" screen where it ...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 ...