When entering a trust transaction, I just received the message “Warning: The name entered is not found in the Payee file.” I thought this payee was already saved. Why am I getting this and do I have to lose my changes in order to add them to the Payee file?   Read More...


I just ran some reports and realized that a payee’s name is incorrect. We need to change the name to the payee's legal name. How can this be accomplished?   Read More...


I have written a few checks to a particular Payee over the last several years. Because they have not been a frequent payee, I haven’t added them to the Payee file. Is there any way for me to print a list with a total of everything I have paid to them?   Read More...