Table of Contents
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.
A list of payees and payers is on the left side of this screen. The payee list is sorted alphabetically.
To add a payee or payer, right-click on any payee name and choose . This creates a new payee called “New Payee”. Right-click on this payee and select to enter the name of the new payee or payer.
To rename a payee or payer, simply right-click on the name, select and the name becomes editable. Changing the name will affect the name in all the transactions in which it appears.
To remove a payee or payer, right-click the name and select . 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.