When adding a payee, we misspelled the name. How can we change the payee’s name?
Beginning with Version 2022, Trust payees are now contacts. Therefore, in order to rename a payee, you must rename its associated contact using the Rename Contacts utility.
To rename a payee in Trust
- From the Quick Launch, search for and select “Rename Contact.”
- In the Old Contact ID field, select the contact associated with the payee you want to rename.
- In the New Contact ID field, enter the new name you want to use for that payee.
- If you want to update the individual name fields of the contact, select the Update Name fields check box and fill in the New Value fields for each name field. (Note: If you want to update the Full Name field based on these changes, select the Update Full Name based on First, Middle, and Last Name fields check box.)
- If you want to review the contact after changing it, select the Open the contact record after renaming the contact to update additional fields check box.
- Click OK.
In Version 2022, all contact information has been consolidated for all Tabs3 Software applications.
The Contact file now includes information for Trust payees, AP vendors, and users, making it easy to update address information in one place, including clients, billing contacts, related parties, vendors, payees, and logon users.
The Contact Information window is available in Tabs3 Billing, PracticeMaster, Trust Accounting, Accounts Payable, and System Configuration. This window now includes a Details button next to the Full Name field for individual contacts, which provides access to separate First Name, Middle Name, Last Name, and Initials fields. To select a contact, the Contact Lookup window has been enhanced for each of these applications, including a SnapShot pane, as well as check boxes at the top making it easy to quickly filter the list to just clients, AP vendors, Trust Payees, etc.
You can update to Version 2022 by going to Tabs3.com/update.
