quick entry - select payer. Wish it was by ID number

[schirallicpa]

Has any one else noticed how many id numbers one name can have. (Say - wells fargo for example.....) I wish they would make the look up by number. I'm quicker on the number pad anyway.

[kcjenkins]

I believe you can select that in Preferences

[schirallicpa]

oh? where? where? where? I don't see it.

[North Idaho Rich]

In preferences under Open Return, sort by EIN or name...

[jklcpa]

I think schirallicpa was asking about payers in the drop-down menus for inputting interest, dividends, retirement income, etc.

[Jack from Ohio]

It works for both.

[kcjenkins]

Yes, the preference choice applies to the payer list too.

[Pacun]

I am glad to hear that we can make that change. Now, can we delete some of the payors?

[HV Ken]

I am glad to hear that we can make that change. Now, can we delete some of the payors?

Tools -> Payer Manager

[Pacun]

Thank you. I will try it.

[schirallicpa]

wow - that's very helpful. Never saw it before.

thanks!!

[Pacun]

wow - that's very helpful. Never saw it before.

thanks!!

I am glad we were able to help you.

I like to take credits when I don't deserve them, but, hey, we are a team!!!