4 <meta content=
"text/html; charset=utf-8" http-equiv=
"content-type">
5 <meta content=
"noindex" name=
"robots">
6 <title>Payees dialog
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>Payees dialog
</h1>
15 <p>The payees dialog is used to add, edit and manage the
<a href=
"00-lexicon.html#payees">payees
</a> of the current wallet.
</p>
16 <p>For each payee, you can define a default
<i>payment mode
</i> and
<i>category
</i>, later, into the transaction/scheduled/template dialog, if you choose a payee, the payment mode will be filled (if set to (none)), as well as the category (if it is empty).
20 <li>main window menu: Manage / Payees...
</li>
21 <li>main window tool bar.
</li>
24 <div class=
"rounded content">
25 <h2>Using payees dialog
</h2>
26 <p class=
"gtkshot right"><img src=
"images/dlg-payee.png"></p>
28 <h3><img src=
"images/1.png"> Search & Menu Button
</h3>
29 <table class=
"widgetinfo">
32 <td>Import and merge some payees from a CSV file
</td>
36 <td>export the entire payee list into a CSV file
</td>
39 <th>Delete unused
</th>
40 <td>delete all unused payee
</td>
43 <p>Please refer to
<a href=
"misc-csvformat.html#pay">CSV file format
</a> for the file description.
</p>
45 <h3><img src=
"images/2.png"> Quick search
</h3>
46 <p>The quick search area with input and close
</p>
49 <h3><img src=
"images/3.png"> Payee list
</h3>
50 <p>display payee name, usage count and default category
<br>
54 <li>template/scheduled transaction
58 <h3><img src=
"images/4.png"> Payee name
</h3>
59 <p>type a new payee name here and press return to add.
</p>
60 <h3><img src=
"images/5.png"> Buttons
</h3>
61 <table class=
"widgetinfo">
64 <td>toggle the payee name widget to visible/invisible
</td>
68 <td>merge the current payee to a new one you will select
</td>
72 <td>delete the selected payee
</td>
76 To edit a payee, double click on it.
</p>