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 <?xml version="1.0" encoding="UTF-8"?>
 <chapter id="details.payees">
 <chapterinfo>
   <authorgroup>
     <author> &Roger.Lum; &Roger.Lum.mail; </author>
     <author> &Ace.Jones; &Ace.Jones.mail; </author>
     <author>
       <personname><firstname>Michael</firstname><surname>Carpino</surname></personname>
       <email>mfcarpino@gmail.com</email>
     </author>
   </authorgroup>
   <date>2019-06-24</date>
   <releaseinfo>5.0.5</releaseinfo>
 </chapterinfo>
 
 <title>Payees</title>
 
 <para>
   The Payees View provides detailed information about all the payees and payers
   involved in transactions.  These are the entities to and from which you
   transfer money.  &kmymoney; stores information about all the payees and payers
   from all existing transactions.  This makes it possible to pick a payee from a
   list instead of having to type the full name, which also decreases the chance
   of misspelling or typing the wrong name.
 </para>
 
 <para>
   The Payees View is split into two main areas: a payees and payers list on the
   left, and a detail area on the right.  The <guilabel>Your payees</guilabel>
   section allows for adding, deleting, renaming, and merging payees.  The detail
   area has several tabs, showing the transactions, address, matching
   information, default category, and account numbers for the payee selected in
   the list.
 </para>
 
 <para>
         <screenshot>
         <mediaobject>
         <imageobject>
         <imagedata fileref="payeeview.png" format="PNG" />
         </imageobject>
         </mediaobject>
         </screenshot>
 </para>
 
 <sect1 id="details.payees.list">
 <title>Payees List</title>
 
 <para>
   The list of all payees and payers in your data is shown on the left side of
   this view. The payee list is sorted alphabetically.
 </para>
 
 <sect2>
 <title>Adding a Payee or Payer</title>
 
 <para>
   To add a payee or payer, choose <guibutton>+New</guibutton>.  This creates a
   new payee called <quote>New Payee</quote>.  You can also right-click on any
   existing payee and select <guimenuitem>Add payee</guimenuitem>.
 </para>
 </sect2>
 
 <sect2>
 <title>Renaming a Payee or Payer</title>
 
 <para>
   To rename a payee or payer, either double-click on the name or right-click on
   the name and select <guimenuitem>Rename payee</guimenuitem>.  The name then
   becomes editable.  Changing the name will affect the name in all the
   transactions in which it appears.
 </para>
 </sect2>
 
 <sect2>
 <title>Deleting a Payee or Payer</title>
 
 <para>
   To remove a payee or payer, right-click the name and select
   <guimenuitem>Delete payee</guimenuitem>.  If the payee has any transactions,
   you will be presented with a dialog that allows you to reassign them to a
   different payee, and also a check box to enable the deleted name to be added
   to the new payee's matching list.  Another option for deleting an existing
   payee is to select the payee or payer by left clicking it and then left
   clicking <guibutton>Del</guibutton>.
 </para>
 </sect2>
 </sect1>
 
 <sect1 id="details.payees.personalinformation">
 <title>Additional Payee Details</title>
 
 <sect2>
 <title>Personal Information</title>
 
 <para>
   To view and edit the personal information associated with a particular payee,
   select the payee from the list and select the Address tab. Along with address
   information you can also store a telephone number, email address, and notes
   pertaining to the selected payee.  To modify this information, edit the detail
   area directly and press the Update button when finished.
 </para>
 
 <para>
 <screenshot>
         <screeninfo>The personal information tab</screeninfo>
         <mediaobject>
         <imageobject>
         <imagedata fileref="payee_info.png" format="PNG" />
         </imageobject>
         <textobject>
         <phrase>Personal information</phrase>
         </textobject>
         </mediaobject>
 </screenshot>
 </para>
 </sect2>
 
 <sect2 id="details.payees.personalinformation.matching">
 <title>Transaction Matching Settings</title>
 
 <sect3>
 <title>Overview</title>
 
 <para>
  &kmymoney; has the ability to automatically assign the proper payee to imported
  transactions.  This can be handy when importing transactions from your bank,
  when the payee name has extra unnecessary characters, or worse, if the payee
  names change. The ability to match transactions to a particualar payee assists
  in providing a consist naming of payees within the ledger and reports.
 </para>
 
 <para>
   For example, let's say your monthly mortgage payment comes in from your bank
   like this <quote>SUN TRUST BANK MAPLE VALLEY, GA 111506</quote> one month and
   then <quote>SUN TRUST BANK MAPLE VALLEY, GA 121606</quote> the next month.  You
   would really like both of those transactions to be assigned to your payee
   <quote>Sun Trust</quote>.  The transaction matching feature is for you!
 </para>
 
 <para>
 <screenshot>
         <screeninfo>The payee matching tab</screeninfo>
         <mediaobject>
         <imageobject>
         <imagedata fileref="payee_match.png" format="PNG" />
         </imageobject>
         <textobject>
         <phrase>Payee matching details</phrase>
         </textobject>
         </mediaobject>
 </screenshot>
 </para>
 </sect3>
 
 <sect3>
 <title>Setting up</title>
 
 <para>
   From the Matching tab, you can set the transaction matching settings.  You can
   select one of four options with the <guilabel>Match method</guilabel>
   dropdown.
 </para>
 
 <itemizedlist>
   <listitem>
     <para>
       No Matching.  This disables the feature for this payee.  This is the
       default setting for all payees.
     </para>
   </listitem>
 
   <listitem>
     <para>
       Match Payees name (partial).  This enables the feature based on a partial
       name matching of the Payee and and uses the payee name itself as the Match
       Key.
     </para>
   </listitem>
 
   <listitem>
     <para>
       Match Payees name (exact).  This enables the feature based on an exact
       match of the Payee.  You would use this matching ability when you want to
       keep track of different Payees that have the same business name but have
       different locations.
     </para>
   </listitem>
 
   <listitem>
     <para>
       Match on a name listed below.  This enables matching based on multiple
       different or optional names for a Payee.  You would use this matching
       ability when you have a particular Payee that has different business
       names but you want all imported transactions identified by any of those
       names to be associated with a single Payee in &kmymoney;.
     </para>
   </listitem>
 </itemizedlist>
 
 <para>
   With any of these options you can choose whether or not to ignore the case
   sensitivity of the spelling of the payee based on whether you check
   <guilabel>Ignore Case</guilabel>.
 </para>
 </sect3>
 
 <sect3>
 <title>Importing Transactions</title>
 
 <para>
   The Match Keys you have set will be considered whenever you import
   transactions using the QIF import, or using a plugin such as OFX or AqBanking,
   If the Match Key for one of your payees is found anywhere in the payee of the
   imported transaction, the corresponding payee from your list will be assigned
   to that transaction.  Thus, a Match Key of <quote>Sun Trust</quote> will match
   <quote>SUN TRUST BANK MAPLE VALLEY,GA</quote> or even
   <quote>MORGEN SUN TRUST&amp;LOAN</quote>.  So choose your Match Keys carefully.
 </para>
 <para><note>
     <para> If a transaction payee matches more than one Match Key, the behavior
     is undefined.  &kmymoney; will arbitrarily pick one of the matching
     payees.</para>
 </note></para>
 </sect3>
 </sect2>
 </sect1>
 
 <sect1 id="details.payees.transactionhistory">
 <title>Viewing Transaction History</title>
 
 <para>
   To view all transactions associated with a particular payee, select the payee
   from the list and select the Transaction tab in the detail area.
   Double-clicking a particular transaction will bring you directly to that
   transaction in the Ledgers View for the appropriate account.
 </para>
 
 <para>
 <screenshot>
         <screeninfo>The transaction tab</screeninfo>
         <mediaobject>
         <imageobject>
         <imagedata fileref="payee_history.png" format="PNG" />
         </imageobject>
         <textobject>
         <phrase>Transaction history</phrase>
         </textobject>
         </mediaobject>
 </screenshot>
 </para>
 </sect1>
 </chapter>