Please click here to view a short video on how to create a Payee.

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Audit Report option after creating/editing a Payee

After creating and saving a Payee record, or to see any changes that were made to a Payee record, there is an option to run an Audit Report directly

from the Payee record.

Click on the

Enter a Start Date and Stop Date and click on button.

Create Payee 

Enter the State as a 2-letter abbreviation.  For example - OH.

1. From the Core menu select Payee
2. Click on Create
3. Enter in the:
   1. Number (Vendor # - For employer paid payroll items that are sent to USAS-R via the Employer Distributions, a vendor number should be added)
   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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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 .

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

Report Creation

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