An example of a payee analysis for a specified time period is demonstrated, step by step, as follows:

A date range has been specified to only include the 4th quarter of year 2000 (From: 10/1/2000 Thru: 12/31/2000).  The "Payee / Description" heading has been clicked, to sort the line items by ascending Payee sequence.  A line item for "ALBERTSONS" (without an apostrophe) has been selected.  Notice that "ALBERTSONS" appears in the "Sort group" field.

The "Sort group" has been clicked, so now only those lines having "ALBERTSONS" in the first 10 characters are displayed.  They are still in Payee sequence.

The highlighted line has been right clicked.  A box with two options has been displayed.

The "Change sort group" has been clicked, either in the box, or the button at the bottom right.  A "Change a Payee Record" screen has appeared.  More line items have appeared because this screen is not date constrained.  Any changes will be made to all appropriate line items in the data base.

 

The Sort Group length field has been clicked.  The length of the leftmost portion of the Payee name, to be used to group similar line items together, can be changed by typing a different number, by using the spinner, or by using the up and down arrow.  The length has been shortened, so now "ALBERTSONS" and "ALBERTSON'S" are members of the group "ALBERTSON".  Fifty seven line items will now be changed if the "OK" button is clicked.  At this point, the ellipse (the box with 3 dots in it) to the right of the "Category" or "User Defined" fields could be clicked, to browse, add, and select values.  Since "groceries" is already present, it will be left as-is.

The "OK" button has been clicked.  Now 17 line items are in the Sort group for the 4th quarter of 2000.  They are still in Payee sequence.

The "Sale Date" heading has been clicked.  The line items are now in chronological sequence.  Notice that line items from two credit cards (a Visa and a Master Card) are included, so if all "ALBERTSONS" purchases were made with credit cards, a complete review of purchases from this payee is presented here.

The "Print" button has been clicked.  We view a report that reflects the data and order we selected.  We can see it on the monitor, and have the option to print a hard copy if we like what we see.