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.
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It sounds like this is information that would go in the Memo field of the check.QWin Premier subscription0
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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.
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Quicken Community Support Team
-Quicken Anja0 -
I like the idea.0
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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.
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