Payee Auto-Complete and Storage

Overview

Prospects™ automatically saves the payees that are in your transaction table into a list that can be managed by you. When typing in the payee/description column Prospects™ will attempt to auto-complete the entry for you. This was designed to help you enter manual data quicker into the application.

Prospects™ will also store the category information and the amount associated with a particular payee. Prospects™saves all three pieces of data of an entry (payee, category, and amount) by default. To change the default settings, see Managing Payee Storage below.

Accepting an Auto-Complete Entry

To accept a payee auto-complete entry you can 1) when the list of options appear, highlight the entry of your choice and hit the enter/return key on your keyboard twice or 2) when the list of options appear, continue typing until the option you want becomes highlighted and then hit then enter/return key on your keyboard twice.

Rejecting an Auto-Complete Entry

To reject a payee auto-complete entry, ignore the auto-complete list that is displayed and continue typing the payee in as you deem appropriate. Hit the enter/return key upon entry completion.

Managing Payee Storage

To manage the payee storage list, click on the payee icon: . The payee storage window will then be displayed:

The Payee Name, Amount, Category, and Notes columns will be filled out automatically based upon your entries in the transaction table. Please note that Payee Names are case-sensitive, so you could have "IRS" and "Irs" as two different payees.

Editing Payee Storage Entries

To change a payee storage entry, click into the column and row you would like to edit and make the changes you deem appropriate. Once you have made your updates, hit the enter/return key to submit your changes.

Deleting Payee Storage Entries

To delete a payee storage entry, highlight the row or rows you would like to delete and click the minus sign button ().

Locking in Payee Entries

If you do not want to store all the payee attributes for an entry or entries, you can modify what the payee storage function stores for each payee, that way in the future the auto-complete function will complete entries in the transaction table based upon your preferences. You can customize each of your payee auto-complete entries to fit your needs.

For instance, if do not want the Amount or Notes column saved for the Payee named "Electric Company" in the example above, but you would like the Payee Name and Category saved, then you can bring up the payee storage list (see Managing Payee Storage for instructions), clear out the Amount column and the Notes column, leaving the Payee Name and Category columns as they are and hit the enter/return key on your keyboard. Then in the column with the lock header (), click the row you just edited to lock in your changes. See below for an example:

Now, the next time you accept an auto-complete entry for the "Electric Company" payee, only the Payee Name and Category will be auto-completed.

Payees that have information associated with them will only insert that informaiton into a transaction table entry if you have not already put information in for a transaction table entry. For example, if you create a new transaction for $500.00, and then enter the Payee Name, which matches a payee that has already been stored in the payee list, the $500.00 will not be affected because Prospects™ assumes that you wanted that specific amount entered versus the stored amount.