• Set up the payees and payors you wish to use.

• Assign the same "set number" to all of the payees and payors you want to associate with one another.

• Print your "Transactions by Payee/Payor" report, specifying the set number.

• You'll get a report showing all of the transactions for all of the payees, payors, and payee/payors in that set number.
  

The technique you’re asking about would be useful for showing all of the activity relating to a particular security, for example. See discussion of this topic in the Marketable Securities forum. If any of our forum users have other real-world examples of using multiple payees on one report, please post them here!

1) We keep data entry as simple and basic as possible so that we can use non-accounting personnel for this task.

2) How will the data entry person know that there is a "set" and which item in the set to use for the transaction being entered?

3) How will the data entry person know that a "set" needs to be implemented?

4) We have 50 entities, each with different payor/payees. Won't "sets" complicate matters? How will data entry keep the "sets" for each entity clear?

5) In the past, we found that if more than one payor/payee (for example Intel)was available on the drop down screen in data entry, that there were frequent errors in the selection of the correct Intel.
Based on your use of "sets", would you recommend the use of "sets" or delete the automatic entry?

To assign Set Numbers:

1. Choose a number you want to identify this Set.
2. Select Transactions | Periodic Transactions.
3. Select the first payee/payor.
4. Select OK.
5. Enter the Set Number.
6. Select OK.
7. Select next payee/payor.
8. Repeat steps 4-7 till all are entered.

1. Select Reports | Trans by Payee/Payor report group
2. Select appropriate report with “All” in the report name.
3. Select Use Payee/Payor Set Number.
4. Enter desired Set Number in From Set# and To Set#.
5. Select OK.
6. Select Screen.