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ComPay - How to set up and manage the Quick Lists

Updated

What is a Quick List?

The ComPay Quick Lists give you the option to select from your most common or preferred payees. This information is stored in the list and automatically populates in the required fields when you choose the payee from a drop down box in the Payments and Invoicing screens. When used correctly, the Quick Lists provide a more efficient way of selecting your payee.

Member Quick List

The Member Quick List contains details of the 40 most common ComPay-registered payees for your business.

Pay Anyone Quick List

This is a list of payees who are not registered for ComPay.

A Quick List is made available to each ComPay client but can only be configured and maintained by the Master Administrator. The Quick List is managed in the 'Admin' link but the information appears in the payment and invoice screens, and is used in the Client Selection fields.

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Instead of searching for a client or client number every time a payment is made, the client can be selected from a customised Quick List drop-down list and the information will automatically populate in the required fields.

How do I add new members to my ComPay Member Quick List?

To add a new payee, click 'Add new'. You'll be taken to the ComPay client search screen. Enter the name in the search field then click 'Go'. Click on the correct company when it appears, then click 'Submit'.

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The company should now appear back on your Quick List.

Editing the ComPay Member Quick List

To edit or remove data from the ComPay Member Quick List, go to the 'Admin' link, then click on the 'ComPay Member Quick List' link. You'll be taken to the following page.

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In the right hand column, you'll see options to:

  • Add new;
  • Move up;
  • Move down;
  • Remove;
  • Remove all; and
  • Save.

These options allow you to alter the information on the list and the order in which is appears. Put your most-used payers at the top of the list.

How do I add new members to my Pay Anyone Quick List?

Click on 'Pay Anyone Quick List' under the 'Admin' link in the Main Menu. To add new members here, click on the small 'Add New' link in the bottom right of the screen.

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You'll be taken to the screen below. Add the details required into the screen.

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The information will now appear when you go to the New Ad Hoc Payment screen and click on the 'Pay Anyone' option and then click 'Search'.

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