Payee Differentiation for Check Pay Payees in New Bill Manager

The new Bill Manager has a fixed length field for Payee Name in the pop-up window used to select which payee you want when initiating a Check Pay. If the company name fills the field and you have more than one account/ policy with that payee, you can't tell which one to select. Yes, you can alter the company name to differentiate but I would rather leave the company name as the payee wants on payments. As an example in my case, I have several policies with State Farm Insurance Companies where the company name is the same but the policy number and addresses are different. If Quicken would add the account/ policy number along side the company name, the issue would be resolved. It looks like you might already be doing this with Quick Pay.
0
0 votes

New · Last Updated

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    It sounds like this is information that would go in the Memo field of the check.
    QWin Premier subscription
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
  • FlyerFran
    FlyerFran Windows Beta Beta
    I like the idea.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    When you're setting up a new Check Pay payee, the Add Payee dialog has a field called account number. This field supposedly can be used to differentiate between 2 or more separate billing accounts at the vendor/biller, e.g., your car insurance policy number and your home owner's insurance policy number.