unwanted payee

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kd0bwk
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Joined: Sun Jul 22, 2012 1:13 pm

unwanted payee

Postby kd0bwk » Sun Jul 29, 2012 7:20 pm

over the years people have added new payee's with incorrect information or mispelled names...is there a way to remove these so they do not show as an available choice

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aebrown
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Postby aebrown » Sun Jul 29, 2012 8:03 pm

kd0bwk wrote:over the years people have added new payee's with incorrect information or mispelled names...is there a way to remove these so they do not show as an available choice


First of all, you can edit payee information, rather than adding a new payee. That will reduce the number of unwanted payees. But to deal with existing payees you can go into Add/Update Payees and change the status of unwanted records to "Hidden" -- then you won't see them in the list of available payees as you create expenses.
Questions that can benefit the larger community should be asked in a public forum, not a private message.

dfchamplain
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Location: Shawnee, KS, USA

Postby dfchamplain » Sun Jul 29, 2012 8:29 pm

If the payee was entered twice, couldn't they be merged as well? We have a long list of payees and that is what has been done in the past.

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aebrown
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Location: Sandy, Utah

Postby aebrown » Sun Jul 29, 2012 8:38 pm

dfchamplain wrote:If the payee was entered twice, couldn't they be merged as well? We have a long list of payees and that is what has been done in the past.


Yes, if they have transactions associated with them, and they are indeed different spellings for the same payee, then merging is the best option.
Questions that can benefit the larger community should be asked in a public forum, not a private message.

kd0bwk
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Joined: Sun Jul 22, 2012 1:13 pm

Postby kd0bwk » Sun Jul 29, 2012 8:49 pm

thank you for the help...I will try to merge appropiate payee's and try marking others as hidden.

our list of payee's have multiple mis-spellings and numerous names of deceased members with names close to those being used now...this will be a great help thanks again

CreedPotter
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Re: unwanted payee

Postby CreedPotter » Sun Dec 21, 2014 2:34 pm

okay, I have a similiar problem but there are two people whose names have been entered in three different ways. One is all in caps. Both also are entered first and last name. Additionally, they are marked as not being members as well. The correctly formatted names are also listed as payees. I attempted to merge them but the correct name does not show up in the search box. Only the manually added improperly formatted names. I am confused.

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benjamincarleski
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Location: Corvallis, OR, USA

Re: unwanted payee

Postby benjamincarleski » Sun Dec 21, 2014 10:02 pm

Usually that happens when some of the payees are marked as members, while others are marked as non-members. Edit the payees to mark them all as the same category, and try again.


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