unwanted payee
Posted: Sun Jul 29, 2012 8:20 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
Community Discussion of Church Technology
https://tech.churchofjesuschrist.org/forum/
https://tech.churchofjesuschrist.org/forum/viewtopic.php?t=12635
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.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
Yes, if they have transactions associated with them, and they are indeed different spellings for the same payee, then merging is the best option.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.