Payees by Subscriber

Screen ID:  IIPYSUB-04
Screen Title: Payees
Panel ID: 7166
Tool Number: 1108 Click here to magnify

Access this screen by selecting Payees by Subscriber (F12) on the main dashboard via Tool #1108 Bill Pay Subscriber Analysis (iPay).

Screen Overview

This screen lists the names of the iPay Bill Pay payees along with the number of subscribers configured to send them payments. You can use this screen to search for payees and view the common payees configured to receive bill pay payments.

Search Criteria

This screen includes a special search field, allowing you to search for payee names containing defined character strings while simultaneously excluding all payee names containing different defined character strings.

Next to "Search for name containing", there are three fields where you may input full/partial names to search for all payees whose names contain those characters. Next to "But not", there are three more fields where you may input full/partial names to exclude all records containing those characters from the search results.

For example, you can search for names containing "Smith" but not "John" to pull up a list of all payee names containing "Smith" while excluding all records containing both "Smith" and "John" within the name (ex. John Smith, Johnathon Smithson, Amy Smith-Johnson).

Field Descriptions

Field Name

Description

Search for name containing

Enter full or partial names within these fields to search for payees with names containing those characters.

But not

Enter full or partial names within these fields to exclude all names that contain those characters from the search results.

Payee

This column shows the name of the payee.

Sub Cnt

This column shows the number of configured subscribers for the payee.

Buttons

Button Name

Description

Export (F9)

Export the data represented in the dashboard, so that it can be used for further analysis or to communicate with members. Specify the file name and use Enter to generate and save the file in your QUERYxx library.

Closed Membership (F18)

Use this button to toggle data view between closed and open memberships.

Show Unenrolled (F19)

Use this button to toggle data view between unenrolled and enrolled memberships.