How to Add, Edit or Delete Payees


Payees can be added either on the Setup screen or while Posting transactions. For information on adding Payees while posting, see the link below.

  1. From the Checkbook screen, click Setup, then Payee List.
  2. Click + Add Payee.
  3. Fill in Name, Address, etc. Press ENTER on keyboard after each field entry.
  4. Press Save Payee button (if visible) after changes are completed.
  5. To Edit information, Click the Payee Name on the Left side of window, then edit the information on the right side.
  6. Payee Setup Screen

  7. To Delete a Payee, Click the Payee Name on the Left side of window, then click the "Delete Payee" button. The Payee will only be deleted from the Fiscal year indicated above the list.
  8. To Delete UNUSED/OBSOLETE Payees:
    • Click the "Find Payees with No Activity" button.
    • Payees that have NOT been used in either the Selected or Previous Year will be hilited in RED.
    • To only hilite the Payees that have not been used in the Selected Fiscal Year, click with the RIGHT mouse button.
    • To De-Select a Payee, Double-Click the Name in the List
    • To Delete ALL Selected (hilited in Red) Payees, Click the DELETE PAYEE button with the RIGHT Mouse button.
    • To Un-Hilite the Names: Click the "Find Payees with No Activity" button again.
  9. To Copy missing Payees from the prior year, click the Copy Names from Previous Year. button at the bottom of the screen.
  10. To Merge Duplicate Payees:
    • Click the Merge 2 Payees button. (right-side of window)
    • Click OK to acknowledge the Instructions Pop-up box.
    • Double-Click the Payee NAME in the List that you want to KEEP. This Name will appear GREEN.
    • Double-Click the Payee NAME in the list that will MERGE with the one in GREEN. This Name will appear RED.
    • Click OK on the Confirmation message.
  11. To Export the 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.