Saved Payees (Memorized Transactions)
Payees allow you to quickly insert a saved payee into the transaction register, including any stored categories and amounts that you use for that payee.
For example, if you write a check for the same amount every month to a lawn service, you can enter the bill as a "Payee". When it's time to pay the bill, simply, create a new transaction and select the vendor name from the Payee selection box. ChurchTrac will automatically populate the other fields with the stored information for this payee.
You can also set up employee paychecks as Payees, including check amounts and withholding.
Adding a new Payee in a new transaction
You can add a new payee as you enter a new transaction.
When you click the Payee/Description dropdown menu, type the name of the new payee. Then click the "Show Payee Address" button under the dropdown menu. There will also be a check box to save the payee. Checking that box will save the info you enter into the transaction window and add the new payee to the Payee screen.
The Payee menu
To begin, click on "Payees" from the Accounting toolbar. Then click the "Add Payee" button at the bottom of the screen.
In the following window, type the name of the payee or description of the transaction and click "OK". Complete the information requested in the right side window the same as you would for a regular transaction.
This screen acts as a menu to manage all of your payees.
When you are ready to write the check to that payee, create a new transaction on the account register and click the arrow in the Payee field. Select the payee name from the payee selection box. The stored amount, Category(s), Fund(s), note, etc. will automatically appear.
Tips
Changing the Payee info
To make permanent changes to the Payee, you must make the changes on the Payee screen. A one-time change to the amount, category, etc. can be made on the account register.
Tags
Adding a tag to the Payee is a way to categorize or catalog the transaction. This makes it easier to search past payments or group transactions for multiple Payees together.