I went to print a check for the payee “Mark Jones c/o Edward Jones” and it printed “o Edward Jones Mark Jones c”. Is there any way to ignore the slash so that the name is printed correctly?   Read More...


Trust Accounting Q&A: Combining Payees

January 2020    Tags: ,
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When we generated the 1099 Report, we discovered a duplicate payee. Is there a way to combine the duplicates?   Read More...


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...