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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.

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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:

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Create Payee 

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

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1. 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.
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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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Delete Payee

1. The Payee Grid allows the user to search for existing Payee. 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.
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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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The is a more elaborate search where the user selects the property field to search on, the operation to search by, and enters what they are searching for.  For more detail information on Advanced Query option, please click on the Advanced Query documentation link to find the How to Steps Advance Query .

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Mass Change

For more detail information on the Mass Change option, please click on the Mass Change documentation link to find the How to Steps: Mass Change

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Report Creation

To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report

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