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Positive Pay Files

Combine Payee Lists Messages in this topic - RSS

paula
Administrator
Posts: 208


7/24/2014
paula
Administrator
Posts: 208
Sent: Thursday, July 24, 2014 11:45 AM

Similar to bank records, payee lists can be exported to a csv file and reimported. This will allow you to combine
2 payee lists. Only 1 Payee List can be attached to a bank record. Following are the directions:
1. Open the PrintBoss Master Application (PB32).
2. Click on the Edit menu and select Payee Lists.
3. Select the Payee List you want to Export and click the Editor button.
4. Select the Ctrl + A keys on your keyboard to select all the records
a. Use Shift + Click to select a range of contiguous records
b. User Ctrl + Click to select a range of non contiguous records
5. Right click on the Gears near the top left corner and select Export.
6. Confirm the number of records and click Yes. PrintBoss should open Payee Lists folder. If not, you can navigate
to that location.
7. Name the file with the .csv extension and click Save.
8. Close this Payee List.
9. Select the destination Payee List and click the Editor button.
10. Left click on the Gears near the top left corner and select Import.
11. PrintBoss should open the same folder you selected for the Export, which should be the Payee Lists folder.
12. Select the csv file you just created and click Open.
13. PrintBoss will do one of the following:
a. Add the new record with no Prompt
b. Prompt to Replace the existing record.
i. Click Yes to replace
ii. Click No to ignore. No record will be added
14. Click Close on the Payee List when you are finished.
I hope this helps. Please call technical support at the number in the closing below if you need assistance.
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Administrator
Posts: 173


7/24/2014
email submissions
Administrator
Posts: 173
Sent: Thursday, July 24, 2014 10:32 AM
To: Support@wellspringsoftware.com

Can payee lists be combined? If not, can two different payee lists be used for the same bank?
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