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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.

Creating a Payee Template Record

A Payee template record can be created by clicking on the Image Added button. You will then populate any recurring field that may be needed on the record. You can setup multiple template records for different types of payees.  Once these fields have been populated you can then click on the Image Added button. You will then receive a prompt to Image Added. You will type in the name of your template and then click Image Added.

If you go in to Image Added a new Payee record you will then see an option Image Added which will allow you to select from the template(s) you created.

Image Added

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% (% 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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