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- From the Core menu select Payees
- Click on Create
- Enter in the required informatioinformation
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- Click on Save to create the Payee account, click on cancel to not create the Payee and return to the Payee Query
- The 'Save As Template' can be used to default certain fields when creating a new Payee.
Search/View Payees
Payee Grid allows the user to search for existing Payees. Click on to view a particular Payee. From here, the Payee can also be Edited.
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