rename payee

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  • Updated 5 years ago
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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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Michael

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Posted 5 years ago

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Create ABC Trading and then merge the two.  Look up "help"  and "merge".
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Sally McIntosh, Accredited Consultant, Accredited Partner

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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)

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Michael

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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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