Support CentreAdvanced ModulesCity Ledger City LedgerHow to Add Notes to a City Ledger Account

How to Add Notes to a City Ledger Account

Go to Operations > City Ledger and locate the City Ledger Account that you would like to add notes to. 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.

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

Adding Notes

Proceed to the Notes tab. Select the New button to add a new note.

Adding Notes

Type your note into the box on the right, and select the Save button to save the note.

Viewing Notes

All attached notes will appear in the box to the left. Click on the note in the Note Entry column to view the details of the note in the box on the right.

Viewing Notes

Deleting Notes

To delete a note, select the desired note under the Note Entry column on the right (ensure the black arrow is pointing towards the note) and then select the Delete button in the top right hand corner of the screen.

Deleting Notes