Paid To

The Paid To Mini Directory includes the user-defined Paid To codes. This directory provides a standard list of codes for consistency in data entry and is used when entering value transaction information in Needles. The codes are used when tracking transactions that effect a Value item, such as payments, insurance adjustments, write-offs, and interest charges. Some reports, such as Settlement Memos, use the Paid To codes to categorize and group transaction amounts, such as those paid to the Client. The Paid To Mini Directory includes the following two columns of information for each directory item:  Payee and Active.

• Adding New Items
• Modifying Items
• Deleting Items
• Saving Items
• Printing Mini Directories

Adding New Items

To add items to the Paid To Mini Directory,

1. Select the Paid To Mini Directory in the Directory Pane on the left side of the Directory Editor window.
2. Click on the Click to add row in the Items Pane on the right side of the window to open a new row for data entry.
3. Enter a Payee, up to 35 characters, in the Payee column. The Payee field is required and must be unique in order to save a new item and will display a red validation border and icon until a valid Payee is entered. Mouse over the validation icon to display the reason for the error.
4. The Active column is selected by default for a new item. Only Active items are displayed in the Paid To dropdown listing in a Value transaction item.
5. Click on the Save button to save changes.

Modifying Items

To modify items in the Paid To Mini Directory,

1. Select the Paid To Mini Directory in the Directory Pane on the left side of the Directory Editor window.

The Hide/Show List button on the Header Band can be used to toggle the visibility of the Directory Pane.

2. Click into the column requiring modification in the row of the Items Pane on the right side of the window.
3. Modify the Payee, if desired. The Payee field is required and must be unique in order to save the changes and will display a red validation border and icon until a valid Payee type is entered. Mouse over the validation icon to display the reason for the error.
4. Click on the Active check box to modify the Active setting for the mini directory item. Only Active items are displayed in the Paid To dropdown listing in a Value transaction item.
5. Click on the Save button to save changes.

The Paid To items "Client" and "Provider" are required by the Needles system. The Payee title for these items cannot be modified and cannot be marked inactive.

Deleting Items

To delete items in the Paid To Mini Directory,

1. Select the Paid To Mini Directory in the Directory Pane on the left side of the Directory Editor window.

2. Click to select one or more rows to be deleted in the Items Pane for the selected Mini Directory on the right side of the window.

Use CTRL + CLICK to select multiple rows.

3. Click the Delete icon located above the upper right corner of the grid in the Items Pane. The following deletion warning message will display notifying that if items are in use, they cannot be deleted and will be marked as inactive instead.

• Click the Yes button to remove the selected items from the Mini Directory, OR
• Click the No button to cancel the delete process.

4. Click on the Save button to save changes.

The Paid To items "Client" and "Provider" are required by the Needles system. These items cannot be deleted, and the Delete icon will be disabled when either of these items is selected.

Saving Items

Printing Mini Directories

A list of Mini Directories or a list of items in a Mini Directory can be printed using the Mini Directories report in the Report Library or using one of the options in the Hamburger menu of a grid to print or export the current grid view.

Mini Directories Report

A list of items in a Mini Directory can be printed using the standard Needles Mini Directory report.

You will need the proper permissions to access the Directory Reports.

To access the Mini Directories report,

1. Click the Reports ribbon in Needles.
2. Click the Report Library button on the Reports ribbon.
3. Select the Directories tab on the left-hand side of the Report Library.
4. Double-click the Mini Directories report from the list of reports. You can also click the Run this report icon above the reports grid. The Mini Directories report will display in a new tab window within Needles.
5. On the Parameters pane, select the desired Mini Directory(ies) from the dropdown that you would like the report to filter. (The default parameter setting will print all Mini Directories.)

6. Click the Submit button to run the report. The Mini Directories report displays all columns from each mini directory. Click on bookmarks in the convenient Document Map in the lower left corner of the Print Preview window to easily navigate to the section of the report displaying the desired Mini Directory.

Click the Reset button to reset the fields to the last selections when the Submit button was clicked.

7. From the Print Preview window, click on the appropriate ribbon buttons to search, print, send or export the report.

Grid View

While viewing the list of Mini Directories in the Directory Pane or the list of items for a Mini Directory in Items Pane, the current grid view can be printed by clicking the Hamburger icon in the upper left corner of the grid and selecting the Print option from the menu. Other options include exporting the current grid view in the desired format.

The columns can be repositioned, however they are default and cannot be removed from the grid.

Printing the grid view will only print the list of the Mini Directories or the list of items in a Mini Directory. To print a list of Mini Directories and the corresponding items, use the Mini Directories report in the Report Library.