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.
Saving A New Payee in a Transaction
You can add a new payee as you enter a new transaction. When you select the Payee/Description dropdown menu, type the name of the new payee.
Then select the "Show Payee Address" button under the dropdown menu and enter the payee details.
There will also be a check box to save the payee for quick entry next time.
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
You can also customize and add new Payees in the Payees menu. To begin, select the "Setup" tab -> "Payees" from the Accounting toolbar.
Then choose the "Add" button at the bottom of the screen.
In the following window, type the name of the payee or description of the transaction and select "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 select the arrow in the Payee field. Choose the payee name from the payee selection box. The stored amount, Category(s), Fund(s), note, etc. will automatically appear.
Pro Tips
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.
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.
Payees can be sorted in any order, by hovering over the up-down arrows and dragging them into whichever order you want them. We recommend sorting in the order of most-used to least used.