Address Book
Payee/Payor List

The Address Book screen will allow you to view the name and information regarding the various sources to which you make payments from various accounts within VersaCheck. By having each payee as its own item in a payee list, you save time and effort on repeated payments to the same person or business.

The main menu for the Payees screen will allow you to choose from four icons for the following options:

  • New: opens the Payee Setup dialog box to create a new payee.
  • Edit: opens the Payee Setup dialog box to edit the information about an existing payee.
  • Draft Account: opens a list of three choices for drafts
    • Setup Draft Account: opens the Create/Edit Account dialog box to allow creation of the draft account
    • Draft Checkbook: opens the Checkbook Setup dialog box to create a checkbook for drawing checks from the account
    • Delete Draft Account: allows you to permanently remove a draft account you have previously created.
  • Delete: allows you to delete a payee from the list

The Note Pad will allow you to insert or edit notes regarding a particular payee. By clicking Insert you can add new entries with the time and date. By choosing Edit you can update or remove previous entries. Notes created in the Payee Setup wizard will also show up here.

The Address Book features a Sort icon that allows you to sort all payees in ascending or descending order, or by any one of the information types for payees (i.e. by email address, phone, etc.) The Filter icon allows you to set criteria for searching for particular payee(s) to list on screen.


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