Combine amounts for payees with the same name and SSN.


If you are importing multiple files you can choose the combine amounts on each import and it will make sure the amounts for matching names and SSN’s are combined.

In the import window check the Combine amounts checkbox.


If you have a batch of payees already in Mag-Filer and you want to combine the amounts. First export the payees to csv.


Then Import from Predefined Import


Choose the Mag-Filer Predefined Import and check combine amounts. (If you are not importing to a new payer then select the “Delete Existing Payees” check box to prevent doubling your payees)