Payee List
When I type in the start of a Payee name, the pop up menu only shows up to 10 possibilities. But in several cases I have many more payees starting the same -- e,g, starting with my city name. How can I access the full list? Why is it not handled in the same way as categories. I selected "Show selection details" as "In a separate popup" in preferences, but that only affected Categories.
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1 Posted by mail on Feb 07, 2020 @ 02:35 PM
PS forgot to say I just downloaded and my Moneydance version is 2019.3 (1880)
Support Staff 2 Posted by Maddy on Feb 07, 2020 @ 02:47 PM
Hi Andrew,
Payee names are sorted in alphabetical order, so depending on how many you have under a specific letter, it will result in a longer/smaller list.
However, if you notice any anomalies with the feature, if it's easier, you can send us a screenshot of what you're seeing. You can read instructions for taking a screenshot here - https://www.take-a-screenshot.org/
Thank you
--
Maddy, Infinite Kind Support
3 Posted by mail on Feb 07, 2020 @ 03:02 PM
Hi Maddy,
Thanks for the quick response.
I would send a screen shot, but when I hit any key (to capture the screen) the popup menu disappears!
My issue is that I have 15 different payees starting “Gloucester…” (e.g. Gloucester Daily Times, Gloucester Police Patrolmans Fund, Gloucester Water and Sewer, etc) which I cannot condense because they are either different entities, or have different Categories.
However your popup menu only shows the first(?) 10 with no slider to show more – so I have no way to select the 5 that are not displayed.
I selected "Show selection details" as "In a separate popup" in preferences, but that only affected Categories.
My version (just downloaded) is 2019.3 (1880)
The simple(?) fix would be to handle the Payee popup like the Categories popup.
Thanks,
Andrew
Andrew Campbell
243 East Main Street
Gloucester, MA 01930, U.S.A.
Tel: (978) 283-4042
Cell: (978) 509-4042
Fax: (206) 350-4042
E-mail: <mailto:[email blocked]> [email blocked]
4 Posted by derekkent23 on Feb 07, 2020 @ 03:24 PM
I am not support staff, just a user.
Hi Andrew
See if this works for you.
Example if you want to select the category “Gloucester Daily Times,” don’t start typing “Glouc..” instead type “Daily Ti…”.
Hope this helps.
5 Posted by mail on Feb 07, 2020 @ 03:34 PM
Thanks for the suggestion, but that does not work. Seems you must start typing with the first letters in the Payee.
:((
Andrew
Andrew Campbell
243 East Main Street
Gloucester, MA 01930, U.S.A.
Tel: (978) 283-4042
Cell: (978) 509-4042
Fax: (206) 350-4042
E-mail: <mailto:[email blocked]> [email blocked]
6 Posted by derekkent23 on Feb 07, 2020 @ 04:40 PM
I am not support staff, just a user.
Hi Andrew
May be you could spend time using the extension Find and Replace so payees (description) don’t start with the same word.
Hope this helps.
7 Posted by mail on Feb 08, 2020 @ 10:26 PM
That worked -- super helpful!
8 Posted by derekkent23 on Feb 08, 2020 @ 10:56 PM
I am not support staff, just a user.
Hi Andrew
Glad I was able to help.
Have Fun.
Maddy closed this discussion on Feb 10, 2020 @ 02:33 PM.