Creating a List of Memorized Payees

ChurchTrac allows you to create a list of commonly used “payees.” The program will “memorize” the name, category, and amount of the transaction with just a click of the mouse. This will greatly reduce the amount of time required to enter a new transaction in the future.

After entering a transaction on the Accounting Register you can "memorize" that transaction by double-clicking in the payee field. This opens the Memorized Payee screen and records the payee name, categories and amounts for the current transaction. For example, if you write a check to the lawn maintenance company every month for the same amount, you can enter them as a memorized payee. You can also set up employees as memorized payees including their check amounts and withholdings.

To access the list of regular payees, click on the “Memorized Payees” button at the top of the Accounting screen. Here you can manually enter new payees, add address information to be printed on their check, or make changes to the amounts and categories.

Once a payee has been entered, the next time you need to write them a check, simply select the payee name from a drop down menu on the Accounting Register, and the information will automatically show up in the correct fields.