Managing and Creating Payees
The Payees section is where you manage the individuals or businesses who will receive payments from your organization. Each payee profile contains all the information needed for payment delivery and record-keeping.
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Two ways to view payees:
- My Payees > Displays only the payees that are directly assigned to you. Ideal for users who manage specific clients or vendors.
- Payees > Shows the full list of all payees in the organization, available to users with sufficient permissions.
- Add new payees
- Edit existing payees
- Confirm pending payees (activate them for payment use)
- Delete payees that are no longer needed
Each payee profile includes:
- Name or company name
- Mailing address
- Contact information (phone, email)
- Status (Active, Pending, Archived, Not Active, Deleted, Rejected)
How to create a new payee:
1. Go to Payees (or My Payees, if adding someone to your assigned list).
2. Click Create New Payee.
3. Fill in the required fields in the Payee Form (name, address, contact info, and other details as applicable).
4. Click Save.
Once saved:
- The payee will appear in the organization’s Payees list and, if assigned to you, also in My Payees.
- The payee will be available for selection when creating new payments (once their status is active).
Additional features:
- Export payee data - Download the full payee list or filtered lists in Excel format for reporting or backup purposes.
This section is for maintaining an accurate, up-to-date database of recipients to ensure smooth payment processing.