How do I add, edit or delete payees?

Payees can be added on the payee setup screen or when entering new checks. For information on adding new payees while posting a check, see the link below.

  1. From the Checkbook screen, click on Setup and then Payee List.
  2. Click the Add Payee button.
  3. Type in the payee's name, address and other information.
  4. Press Enter or the Save Payee button after entering the payees information to save the entry. If the Save Payee button is not visible, the entry has already been saved.
  5. To edit an existing payee's information, select the payee from the list and then edit the information on the right hand side of the screen.
  6. To delete a payee, select the payee in the list and then click the Delete Payee button. Deleting a payee only deletes the payee from the current fiscal year. All historical data will remain intact.
  7. To copy missing payee names from the prior year, click the Copy Names from Previous Year button at the bottom of the screen.
  8. To export the payee list to a CSV file, click the Export button at the top of the screen.

See the link below for instructions on editing a payee's information from the transaction register.

Payee Setup Screen