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If you wish to create a template that can be used to create future Payee records -Example you want one template for Electronic Payments and one template for checks click    for your Electronic Payment and then check click on the associated box next to Electronic Payment then click   You will then see a box you will want to add a name (ET)  in the Template Name field and then click You could then click to create your check template leaving the Electronic Payment box unchecked then click    You will then see a box you will want to add a name (Check)  in the Template Name field and then click

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The next time you go in to  a new Payee you will see that there is an option to You can click on the drop down arrow and then choose the template desired and the data that was previously stored when you created this template will populate on the Payee record you are creating. You can then add the remaining Payee data needed and click to complete the creation of this record. If you do not want this record saved you can click the button.

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Search/View Payees

The Payee Grid allows the user to search for existing Payees. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item you are wanting to view.  Example - Name is one of my grid options. If I type in Stat in the Name field, all occurrences of any Payee that has Stat in the name will appear. You can then click on the next to the Payee you are searching for to view the data relating to this Payee.

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Edit Payees 

1. The Payee Grid allows the user to search for existing Payees. You can either enter in the Code or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item you are wanting to edit.  Example - Name is one of my grid options. If I type in Stat in the Name field, all occurrences of any Payees that has Stat in the name will appear.
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2. You can then find the Payee you are wanting to edit and Click on  to edit the Payee.
3. Make desired changes
4. Click onto save desired changes to Payee, click on to not posted changes and return to the Payee grid.  
       
   

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1. The Payee Grid allows the user to search for existing Payees. You can either enter in the Code or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item you are wanting to edit.  Example - Name is one of my grid options. If I type in Stat in the Name field, all occurrences of any Payees that has Stat in the name will appear.
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2. Find the Payee you are wanting to delete and Click on  to delete the Payee.
3. Click on "delete" to confirm deletion if you do not want to delete this Payee click .
   

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