Chapter 8. Payees

Roger Lum

Ace Jones

Revision 4.5 (2010-07-25)

The Payees screen provides detailed information about all the payees and payers involved in transactions. The Payees screen is split into two main areas: a payees and payers list and a detail area.

The Payees screen allows for viewing the transactions for the selected payee, updating personal information associated with a particular payee or payer, and specifying transaction matching criteria.



Payees List

A list of payees and payers is on the left side of this screen. The payee list is sorted alphabetically.

Adding a Payee or Payer

To add a payee or payer, right-click on any payee name and choose New payee. This creates a new payee called New Payee. Right-click on this payee and select Rename payee to enter the name of the new payee or payer.

Renaming a Payee or Payer

To rename a payee or payer, simply right-click on the name, select Rename payee and the name becomes editable. Changing the name will affect the name in all the transactions in which it appears.

Deleting a Payee or Payer

To remove a payee or payer, right-click the name and select Delete payee. If the payee has any transactions, you will be presented with a dialog that allows you to reassign them to a different payee, and also a check box to enable a deleted name to be added to the new payee's matching list.