Combine Payee and Address Book entry
When I stared with MD i only entered the Payee and the rest of my check information. Well, I figured out fast that when printing the check id did not print an address.
There should be an option when printing the check that asks if I want to enter an address for the Payee. If I enter an address it should be saved in the address book.
Further, when entering an payee on a new check which also has an address book entry I would want to use the address book entry with the address. However, the default is to use the first entered payee that does not have an address.
I think it would be better to save all payees in the address book rather then keeping them separate. This would avoid having to deal with 2 different records which most of the people probably would want to be the same.
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1 Posted by Noname on 22 Nov, 2010 12:52 AM
You should be able to print the address on the check. From the Users Guide (chapter 16) http://moneydance.com/download/doc/Moneydance%202010%20User%20Guide...:
"In order to print the address of a payee on the paper check you will first need to make sure that an address book entry has been associated with the transaction to print. If an address book entry has been associated with a transaction, the @ symbol will appear next to the payee name in the transaction editor. You will also need to select the "Show Address" option for the style of check you are printing. This can be done in Moneydance → Preferences → Check Printing."
Make sure you use the arrow keys in the Description field to select the payee with a green @ sign at the beginning rather than typing in the name to make sure you select the correct entry.
2 Posted by gerd on 22 Nov, 2010 12:57 PM
I already do that, but if you forget you have a check without an address. I just think merging both would be a better idea and avoid the address issue altogether.
-----Original Message-----
From: jbnyt [mailto:[email blocked]]
Sent: Sunday, November 21, 2010 16:52
To: Gerd Goebel
Subject: Re: Combine Payee and Address Book entry [Suggestions]
3 Posted by Angie Rauscher on 23 Nov, 2010 12:07 PM
Gerd,
This is an interesting idea, although it could also lead to a giant address book for people who have many different payees. We are looking into ways to smooth out this feature, and user suggestions are of great value to us as we do so. Thanks for using Moneydance, and for your input!
Angie Rauscher
Moneydance Support
4 Posted by gerd on 23 Nov, 2010 01:28 PM
I am coming from MS Money. There we did not have an address book, as all payees were kept "somewhere" but with an option to add an address when printing checks. I thought this was a very nice feature and handy as I could have payees without and others with address. I liked the option to switch mandatory address function on or off.
I don't like in MD that it's kept separate and that when entering a new transaction for an existing payee that it pulls in the payees name rather than the address record (that existed in my case).
Gerd
-----Original Message-----
From: Angie Rauscher [mailto:[email blocked]]
Sent: Tuesday, November 23, 2010 04:07
To: Gerd Goebel
Subject: Re: Combine Payee and Address Book entry [Suggestions]
5 Posted by Ben Spencer on 27 Nov, 2010 02:09 PM
I have created a suggestion ticket in our issue tracking system suggesting that users be presented with the option to enter an address when printing checks that do not have an addresses. The ticket is linked to this discussion. By posting in this discussion you have voted for the ticket.
Sincerely
Ben Spencer
Moneydance Support
6 Posted by gerd on 27 Nov, 2010 02:13 PM
Thank you
-----Original Message-----
From: Ben Spencer [mailto:[email blocked]]
Sent: Saturday, November 27, 2010 06:10
To: Gerd Goebel
Subject: Re: Combine Payee and Address Book entry [Suggestions]
Ben Spencer closed this discussion on 17 Nov, 2012 05:01 PM.