What is a Master Account and How Does it Work?
This article explains what a Master Account is, and how to use it in the City Ledger.
What is a Master Account?
If you have a company with multiple different branches, a Master Account can be used to tie these branches together so when you do a search for the Master Account, a list of all the corresponding branches appear as well. For example, Bank of the World is a City Ledger Account in the PMS. Many different branches of Bank of the World stay at your property and each branch has their own City Account under their own Branch name (ie: XYZ Bank, ABC Bank). By attaching the Bank of the World Master Account to each of these branches, when you do a search for Bank of the World, a list of all the branches will appear as well.
Important Note: Master Accounts are their own City Ledger Accounts: therefore the Master City Ledger Account must be created first, before any another City Ledger Accounts can be attached to it.
You can add a Master Account while you are creating the City Ledger Account, or after it has been created. If you are creating a new City Ledger Account, a Master Account is added via the Billing Address & Master Account Setup screen. If you are unsure how to create a City Account please see the article How to Create a City Account in the City Ledger Module.
Adding a Master Account
City Ledger Account Search
Now, when doing a City Ledger Account Search for "Bank of the World", any attached accounts will also show up. The results will be displayed in a list of:
- Most Likely Matches - displays the account name that is closest to your entered search terms
- Other Possible Matches - shows accounts that are attached to the Master Account