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  • Created by Former user , last modified by Former user on May 24, 2016
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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.

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.

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.

 

If you wish to create a template that can be used to create future Payee records -Example you want one template for Electronic Payments and one template for checks click    for your Electronic Payment and then click on the associated box next to Electronic Payment then click   You will then see a box you will want to add a name (ET)  in the Template Name field and then click You could then click to create your check template leaving the Electronic Payment box unchecked then click    You will then see a box you will want to add a name (Check)  in the Template Name field and then click


The next time you go in to  a new Payee you will see that there is an option to You can click on the drop down arrow and then choose the template desired and 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.



Creating a Payee Template Record

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 .


If you go in to a new Payee record you will then see an option which will allow you to select from the template(s) you created.


Edit Payee

  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.
  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.  
        

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.
  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 .


Payee Video


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