However, it is possible work around this. Just put a space, comma, or period in your payee name where you want a capital letter and don't put a space, comma, or period if you don't want a capital letter.

To illustrate using your examples:

• DirecTV: change your payee name to "direc t v" (with spaces after the c and the t) and FN will automatically change it to read "Direc T V"

• Elf: I'm not sure what this is but I'm guessing it's an acronym you want to read ELF. Change your payee name to be "e l f" (with spaces after the e and the l) and FN with automatically change it to read "E L F". Or you could change it to "e.l.f." and you'll get "E.L.F."

• Santa VB II, LLC: change your payee name to "santa v.b. i i, l l c" and FN will automatically change it to
  "Santa V.B. I I, L L C".

Yes, I know that last one's kind of ugly. If I were you I'd consider shortening that one so that it's just long enough to be unique among your payees. For example, you probably could get away with not including the LLC as part of the payee name. Or maybe you could consider changing the Roman numeral II to the number 2.

Note than and apostrophe doesn't start a new word, so "o'connor" will turn into "O'connor." To have this show up correctly you need a space, so type "o' connor" to get "O' Connor".

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Renée Trudeau
Financial Navigator Service Provider

quote:

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Originally posted by ahgatto:
I understand what you are saying to do but that is a terrible solution. Why is this part of the program anyway!

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This is in the program to save time. You don't need to worry about capitals when you are typing a payee name. Just type in all lower case and the program fixes it for you. For example, type "john smith" and you get "John Smith". In addition, if the program required you to get the capitalization right, you could type "john smith" and it wouldn't realize that "John Smith" is the same thing. I can easily imagine a situation with several duplicated payees, with minor differences in capitalization. That is prevented with this system.

quote:

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Originally posted by ahgatto:
I cannot change something from a "II" to a "2". Checks should be made payable to a company's legal name and if the legal name is Elf & Santa VB II, LLC that is how is should read. Similarly by changing VB to V.B. would also be a change in the legal name. I cannot just eliminate the LLC since there is also an Elf & Santa VB II, LP.

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Those were just suggestions for how to abbreviate a payee name, nobody's suggesting you change a legal name! I put the periods in my example just to show how they work. If you don't like periods, use spaces.

The key thing to remember is that a payee name can be abbreviated -- it does not have to be the full legal name. The payee name can be any abbreviation that makes sense and adequately distinguishes the payee from others with similar names. In almost all situations, the only time you absolutely must print the full legal name is on a check.

For example, payments to the IRS are legally supposed to be made payable to "United States Treasury." Say I'd rather have my payee name be "I R S/Estimated Pmt." I can easily do this in Financial Navigator by setting up a payee named "I R S/Estimated Pmt" and having the address print as "United States Treasury." This is done at Transactions | Info for Name & Address.

Please refer to the this topic in theCheck Printing Forum for details on how to do this.

quote:

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Originally posted by ahgatto:
And, adding all those spaces creates other problems in FN because of the small character limit.

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The payee name is limited to 26 characters. In your example, "elf & santa v b i i, l l c" fits within this 26 character limit.

Both capitalization and the 26 character limit for payee names are things that could be changed in future versions. I was going to suggest that you post a suggestion at theReceommended FN Program Enhancements forum and I see that you have already done so. Thank you for these posts and we will consider these ideas for future versions of the program.

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Renée Trudeau
Financial Navigator Service Provider

quote:

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Originally posted by ahgatto:
Maybe I am missing something as my main concern is with the check printing. I do not care what the payee looks like in the payee list as long as the full legal name (with appropriate caps, dots and dashes) prints in the payee field on the checks.

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Although the Payee Name is limited to 26 characters, the Address has a much more generous limit of 40 characters. Please refer to this topic in the Check Printing forum for how to do this.

Thanks again for your thought-provoking posts!

Please refer to the topic Number of Permitted Characters in Payee Field for more discussion on this subject. The last entries in this topic discuss the issue of where the payee name prints vs. "pay to the order of" on the check.