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New Feature - Payee Management

Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Sep 6, 2016
Brandon   |   Posted: Sep 6, 2016
We added a new tool that allows you to create and manage custom Payees. These payees will show up at the top of the auto-complete list when you're filling out the payee field.

Sample of custom payee names:


The custom payee names you enter will not override any account, category or transaction type fields and will simply populate the Payee field with what you select.

If you're a premium member with the Payee field enabled, you can access this tool by clicking on Tools at the top of the page and then click on Payee Management link (near the bottom of the page).
ethomas340
Member since:
June 2011
Premium Member
Posted: Jul 19, 2019
ethomas340   |   Posted: Jul 19, 2019
How do I turn this feature off? I've not seen this feature before and don't wish to now. My dropdowns have always been clean with last transaction being at the top.
Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Jul 19, 2019
Brandon   |   Posted: Jul 19, 2019
If you don't enter any payees into the payee management tool, then it won't show up. If you have some custom payees, you can delete them if you don't want the suggestion to pop up

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