Company/City ledger: In eZee Absolute, a Company or City Ledger account is utilized to manage transactions where a company books accommodations, and the payment is settled at a later date. This process involves transferring the guest's folio charges to the company's ledger account.
How to access: In Order to create a Company/City Ledger refer to the below steps and video.
To set up such Company/City Ledger account, follow these detailed steps:
Navigate to the Company Database:
- Login to you eZee absolute account
Click on the three horizontal lines (≡) located at the top-left corner of the dashboard to open the main menu. - From the menu, select 'Cashiering'.
- Within the 'Cashiering' section, choose 'Company Database'.
- Login to you eZee absolute account
Add a New Company:
- In the 'Company Database' page, click on the 'Add Company' button to create a new ledger account.
- In the 'Company Database' page, click on the 'Add Company' button to create a new ledger account.
- Enter Company Details:
- A form will appear prompting you to fill in the company's information. Provide accurate details such as
- Company Name
- Address
- Contact Information (phone number, email address)
- Registration Number
- Credit Limit (if applicable)
- Other Relevant Information
- Optional: Exclude from City Ledger:
- If the company you're adding is a vendor and you prefer not to include them in the city ledger or company list, there's an option labeled 'Don't count in city ledger, Consider only for stock purchase'.
- By selecting this option, the company will be categorized as a vendor, allowing you to utilize it in expense vouchers without affecting the city ledger.
- Save the Company Profile:
- After entering all necessary information and configuring settings, click the 'Save' button to finalize the creation of the company ledger account.
- After entering all necessary information and configuring settings, click the 'Save' button to finalize the creation of the company ledger account.
- Configure User Privileges:
Ensure that the user account you're operating has the necessary permissions to add a company. To verify or modify these privileges:- Go to 'Configuration'.
- Select 'User' and then choose the specific user account.
- Click on 'Edit User' and go to 'Privileges'.
- Under the 'Front Office' section, confirm that the 'Add company' privilege is enabled.
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