How do I add a new Payee.
michael fuerst
via web
i successfully transferred my data from MS Money, and have successfully made payments to previous existing payees.
How do I now add a new payee for online banking?
via web
i successfully transferred my data from MS Money, and have successfully made payments to previous existing payees.
How do I now add a new payee for online banking?
Support Staff 2 Posted by Angie Rauscher on 27 Aug, 2010 11:43 PM
Michael,
-Go to the account register from which you would like to initiate the online payment.
-In the menu bar, go to Online->Online Bill Payment. -Click the "Payee" tab in the window which appears (see attached screenshot) -Click the "Create Payee" button at the bottom of the window -Repeat previous step as needed
I hope this helps, and Please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
3 Posted by Michael Fuerst on 10 Sep, 2010 06:16 PM
Thanks.Moneydance works fine for me.Suggestions1. A hot key to initiate a new online payment (which I use often), or user definable hotkeys (since each user has his/her own set of frequently used features)2. After selecting a payee for an online payment, the box should display the last payment mad to that payee. Often one wants to know "When did I last pay this payee?" or "Didn't I already pay this bill?" I found this useful in Microsoft Money
Michael Fuerst 802 N Broadway Urbana IL 61801 217-239-5844See my digital painting based upon some of the world's most expensive artworkhttp://www.facebook.com/#!/photo.php?pid=4092478&id=555042408
--- On Fri, 8/27/10, Angie Rauscher <***@tenderapp.com> wrote:
From: Angie Rauscher <***@tenderapp.com>
Subject: Re: How do I add a new Payee. [Switching to Moneydance from Microsoft Money?]
To: "***@yahoo.com" <***@yahoo.com>
Date: Friday, August 27, 2010, 6:45 PM
Support Staff 4 Posted by Angie Rauscher on 11 Sep, 2010 01:41 AM
Michael,
I think there are both great ideas. I have created a ticket for each of these suggestions. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it.
Please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support