Support CentreAdvanced ModulesCity Ledger City LedgerHow to Change Details of a City Ledger Account

How to Change Details of a City Ledger Account

In this article we will show how you update or change account details of an existing account within the City Ledge Module.

Search for the desired Account

Go to Operations > City Ledger and locate the City Ledger Account you wish to change. If you do not see the desired City Ledger Account in the list, it could be for one of two reasons:

  • The City Ledger Account is Closed. In this case, select the Closed dial at the  bottom of the screen to view all of your closed City Accounts.
  • The City Ledger Account has a Zero Balance. In this case, check the Show Zero Balance Accounts check-box at the bottom of the screen to view all of your City Accounts, with or without a 0 balance.
Search for the desired Account

Open the Account Master

Double click on the City Ledger Account to open OR select the City Ledger Account (ensure the black arrow is pointing towards the account) and click the View Details button at the top of the screen.

Open the Account Master

Edit Account

Proceed to the Account Details tab and select the Edit Account button below.

Edit Account

Making Changes

Changes can be made to the following areas:

  • Account information (address, contact numbers, contact name, credit limit, account type, short code)
  • Billing information (contact name, option to use 2nd address as main address on invoices/statements, 2nd address information)
  • Master Account

Once desired changes have been made, select the Save button in the bottom left hand corner of the screen to update the City Ledger Account.

Making Changes