Scroll Pay To’s
The Pay To’s scroll window, shown here, can be accessed by selecting Tools > Scroll Pay To’s, or by pressing CTRL+SHIFT+P.
Quick Find tab
Use this tab to set restrictions based on Pay To ID, name, or tax number.
| Restriction Field | Description |
|---|---|
ID |
Pay To ID. |
Alt ID |
Alternative identification code used to identify the Pay To. This code may represent an ID from another computer system, such as an accounting ID. |
First |
The Pay To’s first name. |
Last |
The Pay To’s last name. |
SSN |
The Pay To’s tax ID. |
Company Name |
The Pay To’s company Name. |
Misc tab
Use this tab to set restrictions based on free-form comments recorded in user-defined fields.
| Restriction Field | Description |
|---|---|
PTO Misc 1-4 |
Comments recorded for the Pay To. Note: Field names are set up in the PayToMisc 1- 4 labels. |
Geography tab
Use this tab to set restrictions based on the location of Pay To’s.
| Restriction Field | Description |
|---|---|
Address 1 |
First line of the Pay To’s street address. |
Address 2 |
Second line of the Pay To’s street address. |
Cty, St, Zip |
There are two fields to the right of this field name. The first is for the company’s city, state/province, and county. The second is for the zip/postal code. Note: The county designation appears when a state has more than one city with the same name. |
Phone 1 |
Pay To’s primary phone number. |
Phone 2 |
Additional phone number for the Pay To; for example, fax number. |