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Update - Payee Management Tool updates + Dashboard gadget

Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: May 18, 2018
Brandon   |   Posted: May 18, 2018
We added some more fields to the Payee Management tool that should make it a better way to manage your payees. We added an additional contact name, phone number, email and address fields.

In addition to the field updates we also added a Payee Management gadget that can be added to your dashboard.
zmmrm122
Member since:
April 2011
Premium Member
Posted: May 19, 2018
zmmrm122   |   Posted: May 19, 2018
Is there a way to migrate existing payees into the Payee Management tool? Having to reenter them all isn't going to work for me.
Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: May 20, 2018
Brandon   |   Posted: May 20, 2018
We don't have a way of importing all existing payees. We'll look into adding this feature though.
Brandon
Member since:
May 2006
Premium Member
- Site Admin -
Posted: Jun 22, 2018
Brandon   |   Posted: Jun 22, 2018
We added an update to the Payee Management tool that allows you to import your existing payees from transactions into the tool. It can be found at the bottom of the Payee Management page.
zmmrm122
Member since:
April 2011
Premium Member
Posted: Jun 22, 2018
zmmrm122   |   Posted: Jun 22, 2018
Great. Thanks.
zmmrm122
Member since:
April 2011
Premium Member
Posted: Jul 6, 2018
zmmrm122   |   Posted: Jul 6, 2018
One issue: when choosing the payee from the top of the dropdown list (favorites from payee management) the system doesn't remember the other transactional aspects associated with it - usual account, category, etc. It's necessary to slip down and choose the payee from the transaction list to get those. It is a handy feature however. It is really easy to pull up a list of transactions and totals for a particular payee.

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