rename payee

[Deleted User]
[Deleted User] Posts: 0 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)
In Reckon Accounts Home and Businss 2015 how do I rename a payee? For example I have a payee Abc Trading, I want to change it to ABC Trading.

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  • sertrans1@bigpond.com
    sertrans1@bigpond.com Member Posts: 14 Novice Member Novice Member
    edited April 2015
    Create ABC Trading and then merge the two.  Look up "help"  and "merge".
  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 468 Accredited Partner Accredited Partner
    edited February 2017

    Hi Michael,

    Try looking under Tools drop down menu > Memorised Payee List, you can edit the name from there.

    Kind regards,

    Sally McIntosh (Sally@samsolutions.com.au)

  • [Deleted User]
    [Deleted User] Posts: 0 Novice Member Novice Member
    edited September 2014

    Thank you for the prompt responses.

    In my system I have many situations similar to the task I wish to rectify:-

    For example I have payees spelt and titled ANZ Bank, Anz bank, ANZ bank and AnzBbank – each one with transactions. On the face of it it seems that the merge facility is the one I need (if I could understand the process and how to get there!)

    The suggestion to look at Memorised Payee List and edit does not at first glance seem to be the answer.

    If, I hit the "Help" menu, I cannot search or seek for "merge".  Please expand on your suggestion with a dummy's Step-By-Step.

    Best regards,
    Michael

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