Group Payees

[ms1monelli]

Is there a method to programmatically group payees?
Or even so much as to delete a payee?
be_payees.remove() does not seem to work

[rienafairefr]

Are you syncing-pushing the changes ?

client.be_payees.remove(element)
client.push()

[ms1monelli]

Turns out the issue was payee I was trying to remove still had transactions associated with it.
Remove a payee with out any related transactions works as expected.

Any insight on grouping payees? Have tried to follow the logic via fiddler but coming up short.

Thanks

[rienafairefr]

Do you mean Combine Payees accessible in the "Manage Payees" in the web app ?

If that's the case, if I understand how that feature works, the idea would be:

• Create a new payee

new_payee = Payee(name=***)
client.be_payees.append(new_payee)

• Find all transactions with the payees you want

for transaction in client.be_transactions:
if condition(transaction.entities_payee):
transaction.entities_payee = new_payee

• Push

client.push()

Not tested though :-)