Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Payee Grid allows the user to search for existing Payee records. 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 next to the Payee you are searching for to view the data relating to this Payee or click on the to edit the record or to delete the record.

Image RemovedImage Added

 

Highlight Viewer

 

To use the 'Highlight Viewer', select the row in the grid to view.  The 'Highlight Viewer' on the right hand side will appear:

Image Added

Create Payee 

  1. From the Core menu select Payee
  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.

...