When attempting to change a payee using a different name, I use the Add feature, but get "A payee already exists with that same record number" as an error. How do I change the following example to cut a proper check?
EX: Public, Joe Q.
Want to change it to: Churchmember, Joe Q.
But due to the existing record number, I get the error message???
Payee Name Change glitch
I assuming you haven't already tried the following:
From the MLS menubar, navigate to Finance > Add/Update Payees > click the link for the payee you want to change > change the Payee: field so that it looks the way you want it to print on the check > if the payee is a member of your unit, select Member of unit > then click on the Select button > if nothing shows up in the list, delete the entry in Find Individual in list: to relocate the member > select the member, then click OK (or double-click the member) > make any necessary changes to the address then click Save and then Close.
From the MLS menubar, navigate to Finance > Add/Update Payees > click the link for the payee you want to change > change the Payee: field so that it looks the way you want it to print on the check > if the payee is a member of your unit, select Member of unit > then click on the Select button > if nothing shows up in the list, delete the entry in Find Individual in list: to relocate the member > select the member, then click OK (or double-click the member) > make any necessary changes to the address then click Save and then Close.
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