The Paid By Mini Directory stores the user-defined Paid By codes. This directory provides a standard list of codes for consistency in case entry and is used when entering Value transactions on the Value Tab.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
Value Transactions can be sorted by the Paid By column within the Transaction Details section. When the Paid By Mini Directory is configured, transactions relating to a Value entry can be entered efficiently. The selection from the Paid By dropdown will automatically populate the associated Credit or Debit in the C/D field.
To add a new Paid By Payor, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Payor field of the new entry to enter edit mode. Payor is a required and unique field. Up to 35 characters can be entered in the Payor field. New Paid By Payors are Active by default. Use the dropdown in the C/D column to choose the default transaction type (Credit or Debit) for the Payor. "Client" and "Us" are protected Paid By types that cannot be modified, marked inactive, or deleted.
Advanced Search reports can be utilized to locate Value Transactions by Paid By > Select Paid By.
To delete a Paid By Payor, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
