AR Now Online Help                            

Manage Payees
This is the help page for Manage Payees. We will first give you an overview of the page and its uses, then provide you with more specific information.
     The Manage Payees register is the main working area for working with existing Payees. Whether it is editing existing Payees,  deleting Payees, or even creating a new Payee, you can do it here.  AR Now online which was created by Perusion using Interchange, uses an extremely efficient technique for the manipulation of multiple records.  You first select the records you wish to work with, then proceed with the operation automatically.  The selection procedure is the same whether you are editing or deleting Payees.  This allows for a quick learning curve for all operations. All operations can be performed on individual or multiple Payees.

Below is a screen shot with specific operation areas labeled with numbers.  The corresponding explanations for each area are listed below.

Manage Payees

  1. Search for Payee - You can search for a string in the Payee record to find specific Payees. There are three types of searches:
    1. Single letter. If you put a single letter in the search box, it will find Payees with that last name.
    2. Simple search. If you put a word (or number) in the search box, it will find all occurrences of that word (or words) in Payees.
    3. Fields search. If you put in state=IL, it will find Payees in the state of Illinois. If you put phone=612, it will find phone numbers containing 612.

  2. Select Boxes - This left-most column containing checkboxes is the heart of the multiple selection capability of the Manage Payees register. To select Payees for edit, simply put a check into the box next to the Payee that you want to edit.  You can select as many Payees as you like for all operations.  There are some time saving approaches to using the check boxes, and these are explained in #s 8 - 12.

  3. Single Payee Edit Link - If you simply want to edit one Payee, just click on it's Payee ID. This is a link that will take you to the Payee Edit page. We have a detailed explanation of the Payee Edit Page here.

  4. Sort By Headers - Each column header is a link.  If you click on this link, the Register will be sorted by that column. If you click on it again, the Register will be sorted by that column, only in reverse.
  5. Edit Selected Payees - Click this button AFTER you have selected Payees you want to edit (described in #2) and you will be brought to the Payee Edit Page. If you have selected more than one Payee,  after you edit the first Payee and press OK, the next Payee selected will appear in the edit window automatically.  This will continue until you have edited all Payees selected.
  6. Delete Selected Payees - Click this button AFTER you have selected Payees that you want to delete (described in #2).  All Payees selected will be deleted. IMPORTANT- THIS OPERATION IS NOT REVERSIBLE. DELETION IS PERMANENT. If you are not sure, use Archive instead.  You can always delete from there at a later date.
  7. New Payee - Click this button to add a new payee to your records. Click here for more information.

    8. Items 8-12 are all Click Savers. What this means simply is that you can use them instead of having to select many items individually. Each Click Saver is described below.

  8. Check all.  Clicking on this Click Saver will put a check mark in front of all of the Payees currently displayed in the register. Example: Want to clear all the Payees in the register? 2 clicks will do it. Just click this Check all button, then click on #6 Mark selected Payees cleared.  All of the displayed Payees will be marked as cleared.

  9. Uncheck all.  Yes it's obvious, does the opposite of #9, Check all.

  10. To First Check.  This one will place a check mark into all of the boxes above the currently selected box.  Example, in the screenshot above, suppose you wanted to check all of the records above Payee ID 3577.  First, place a check mark into the box next to Payee ID 3577. Next, click on the "To First Check" Click Saver.  Check marks will be placed in all Payees above 3577.

  11. First Checked on.  This is just the opposite of To First Check.  Clicking this will place check marks in all boxes BELOW the currently selected box.Example, in the screenshot above, suppose you wanted to check all of the records above Payee ID 3577.  First, place a check mark into the box next to Payee ID 3577. Next, click on the "First Checked on" Click Saver.  Check marks will be placed in all Payees below 3577.


  12. Invert..  This Click Saver will invert, or reverse the currently selected boxes to not selected, and not selected to selected.  Example: Suppose you wanted to print all the Payees in the above screen with the exception of  Payee ID's 3561 and 3556. Simply put a check into each one of those boxes, then click on the Invert Click Saver. All Payees with the exception of the 2 you initially selected will now have check marks.  Then click on #7 Print selected Payees, and you are good to go.




Other Payee Register Page help links:

Payee Edit

 How to edit a Payee or Payees after selecting from  the register.

Add Payee

 How to add a Payee.