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The Payee option is used to create Payees that can be used for Single or Multiple Vendors with the same address using a single Vendor Number.  The Payroll Item Configuration is connected with a payee. The Vendor Number is stored in the Payee. The Payee holds the address information and Vendor Number while the Payroll Item Configuration option allows you to add, change, delete, or view Payroll Item Company's Information.  A Payee will need to be created first before a Payroll Item Configuration can be added.

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 (% is used as a wildcard)in the Name field, all occurrences of any Payee that has Sta in the name will appear. You can then click on the Image Added next to the Payee you are searching for to view the data relating to this Payee.

Image Added

Create Payee 

1. From the Core menu select Payees
2. Click on Create
3. Enter in the Payee Number, Name, Second Name, If this is to be setup as an Electronic Payment check the appropriate box. Complete Address, Phone and fax information.
4. Click on  to create the Payee account, click on cancel to not create the Payee and return to the Payee Query.

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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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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 Sta in the name will appear. You can then click on the Image Removed next to the Payee you are searching for to view the data relating to this Payee.

Image Removed

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 Sta %Sta (% is used as a wildcard) in the Name field, all occurrences of any Payees that has Stat in the name will appear.
   
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 Sta %Sta (% is used as a wildcard)in the Name field, all occurrences of any Payees that has Stat in the name will appear.
   
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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