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Old 01-21-2004, 04:32 PM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: deleting old payees

The only way to completely delete an old payee is through archiving (which I
don't recommend).

--
Michael Gordon
MVP
"Mike G." <nospam[at]void.net> wrote in message
news:%23Mr43Te3DHA.540[at]tk2msftngp13.phx.gbl...
- quote -

> I'm wondering if there are any consequences to deleting old payees.
> As far as I can tell, a deleted payee still exists as a payee in the

database
> (e.g. there is still a details page showing all related transactions), but

is
> not shown in any payee list. This can be helpful when entering new

transactions
> - there's a smaller list of payees to wade through.
> It also seems that the only way to relist a payee is to add it as a new

payee in
> the payee list display. I tried this on a test case. You have to get the
> spelling exactly right, and then it is properly associated with all the

old
> transactions.
> Seems there should be a more robust way to relist the payee, such as

providing a
> check box on the payee's details page.
> BTW, I'm using M2004.
> --
> Mike Guttman
> e-mail: mguttman at yahoo dot com



 
Old 01-18-2004, 04:11 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: deleting old payees

Sounds like you've got it figured out. I'd never really thought about it,
but it seems an "Include on the explicit payees list" check box would make
some sense--especially in a product that sprinkles "Make recurring" and "Use
transaction forms" checkboxes around like snow in January in Minnesota.

"Mike G." <nospam[at]void.net> wrote in message
news:%23Mr43Te3DHA.540[at]tk2msftngp13.phx.gbl...
- quote -

> I'm wondering if there are any consequences to deleting old payees.
> As far as I can tell, a deleted payee still exists as a payee in the

database
> (e.g. there is still a details page showing all related transactions), but

is
> not shown in any payee list. This can be helpful when entering new

transactions
> - there's a smaller list of payees to wade through.
> It also seems that the only way to relist a payee is to add it as a new

payee in
> the payee list display. I tried this on a test case. You have to get the
> spelling exactly right, and then it is properly associated with all the

old
> transactions.
> Seems there should be a more robust way to relist the payee, such as

providing a
> check box on the payee's details page.
> BTW, I'm using M2004.



  #-1  
Old 01-18-2004, 04:03 PM
Mike G.
Guest
 
Posts: n/a
Default deleting old payees

I'm wondering if there are any consequences to deleting old payees.

As far as I can tell, a deleted payee still exists as a payee in the database
(e.g. there is still a details page showing all related transactions), but is
not shown in any payee list. This can be helpful when entering new transactions
- there's a smaller list of payees to wade through.

It also seems that the only way to relist a payee is to add it as a new payee in
the payee list display. I tried this on a test case. You have to get the
spelling exactly right, and then it is properly associated with all the old
transactions.

Seems there should be a more robust way to relist the payee, such as providing a
check box on the payee's details page.

BTW, I'm using M2004.

--
Mike Guttman
e-mail: mguttman at yahoo dot com

 

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