Support Centre

How to Search for a City Account

Updated on

The following article explains how to search for an existing account within the City Ledger Module.

Go to Operations > City Ledger.

When you first open the City Ledger Module you will be in the Account Listing tab, with all the City Ledger Accounts that are Active and have a Balance will display on the screen. Prior to searching for a City Account you may have to adjust  search criteria by using the filters located at the bottom of the screen:

  • Active/Open - this is the default search and displays all accounts which are currently open & active.
  • Closed – select this dial to view all of your closed accounts.
  • Show Zero Balance Accounts – check this box if you wish to view accounts which have a zero balance                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

If you have a long list of City Accounts, you can type the name of the City Account into the Go to Account in List (Account Name) field, and the system will jump to that account in the list below.

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