City Ledger Accounts
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 ...
View the Folio(s) of a City Ledger Invoice (Desktop) 🎥
? Watch Video Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details 1. Highlight an invoice. 2. See the details of that invoice at the bottom left of teh window.
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.
View a City Ledger Payment History (Desktop) 🎥
? Watch Video A payment on a city ledger account will only show in the payment history section if teh full payment has been distributed. If only part of the payment has been distributed to an invoice, it will show in the invoice payments window of ...
View a City Ledger Account Invoice History (Desktop) 🎥
? Watch Video The Invoice History is a list of fully paid invoices for the city ledger account. Any invoice not completely paid will remain in the account details section. Path: Accounting > City Ledger > Account Listing > Select the Account > Click ...
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 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 ...