Microsoft KB Archive/131374

Money: Adding On-line Payees with Same Name as Existing Payee

PSS ID Number: Q131374 Article last modified on 07-15-1997

3.00 3.00a

WINDOWS

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= SUMMARY =

If you add an On-Line payee with the same name as a regular payee that already exists in your payee list, Money does not combine the two. Instead, Money creates two separate payees with the same name. The payee list will show that one payee (the one that was originally in your payee list) has a four-day payment delivery period and the other payee with the same name allows electronic payments with a one-day delivery period.

To avoid confusion, you can combine the two payees so that your payee list contains only the On-Line payee with the one-day electronic payment service. Any existing transactions for this payee name will now be On-Line payees.

= MORE INFORMATION =

Using On-Line Payees in Microsoft Money allows you to save payment delivery time when using the Pay On-Line feature. Payments are transferred electronically from your checking account to the payee’s account. This type of payment usually takes just one business day’s notice.

Follow the steps below to combine two payees (one On-Line and one regular) into a single On-Line payee:

  Before adding the On-Line payee, rename the original payee in the payee list using the following steps:   On the Lists menu, click Payee List.   Select the original payee from the list, then click the Rename button.   Type a different, temporary, name in the New Name box and click OK.    Add the On-Line Payee using the following steps:   In the Payee List window, click the Pay On-Line Info button, and then click Add On-line Payees.   Click the payee you want to add from the List of On-Line Payees, then click Add. </li>  Close the Pay On-Line Info window by clicking Close. </li></ol> </li>  Rename the original payee to its original name (now the name of the On-Line payee).   In the Payee List window, select the temporary payee name that you created in Step 1. </li>  Click Rename and enter the original name in the New Name box, then click OK. </li>  In the confirmation box that appears, click Yes. </li></ol> </li></ol>

This process combines both payees into a single On-Line payee. Any transactions assigned to the original payee will now be capable of using the reduced On-Line payment delivery period. In addition, any split transaction information from your original payee will carry over to the On-Line payee.

KBCategory: kbusage KBSubcategory: kbonline

Additional reference words: kbhowto w_money 3.00, 3.0a ====================================================================== Keywords : kbonline Version : 3.00 3.00a Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.