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- From the Core menu select Payee
- Click on Create
- 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.
- Click on
to create the Payee account, click on cancel to not create the Payee and return to the Payee Query.
A Payee template record can be created by clicking on the 
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 
button. You will then receive a prompt to 
. You will type in the name of your template and then click 
.
Utilization of a Payee Template Record
To create a new Payee record using the Payee Templates click . You can then click on 
which will allow you to select from the template(s) you created. 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.
Edit Payee
- The Payee Grid allows the user to search for existing Payee records. 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 Payee that has Stat in the name will appear.
- You can then find the Payee you are wanting to edit and Click on
to edit the Payee.
- Make desired changes
- Click on
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