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

The Payee option is used to create Payee records that can be used for Single or Multiple Vendors with the same address using a single Vendor Number.  The Payroll Item Configuration is connected with a payee. The Vendor Number is stored in the Payee. The Payee holds the address information and Vendor Number while the Payroll Item Configuration option allows you to add, change, delete, or view Payroll Item Company's Information.  A Payee will need to be created first before a Payroll Item Configuration can be added.holds the payroll item company's information - such as name, number (formerly known as Vendor Number in Classic), address, phone number, and fax number.  Once the Payee is created, it can be assigned to a Payroll Item Configuration using the Payee field.  Keep in mind, a Payee will need to be created before it can be added to a Payroll Item Configuration.  Assigning a Payee to a Payroll Item Configuration will result a single payment. Assigning the same Payee to multiple Payroll Item Configurations will result in like Payees being combined into one payment.  

Numbers are not used in USPS or tied to USAS. For more information regarding how USAS uses Payee information from the USPS, please click here. 

Search/View Payee

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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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