Managing Your Payees


This feature is used when there is a person (or vendor, service, etc) that you exchange transactions with regularly. Once the name is on the payee list, it will appear in the “Payor/Pay to” drop down when entering transactions.

Add Payees

  1. Navigate to Contacts > Select Payee tab
  2. Click “Add” to create a new payee. 
  3. Enter payee details, as well as Contact Info.
  4. In the Default Account field, you can a specific Chart of Account where the transaction will be categorized on your General Ledger and other accounting reports.image1
  5. Click Save when finished.
  6. Once saved, the newly created payee is now added to the list.

Edit Payees

  1. Click the requested payee.
  2. Click “Edit” at the top.
  3. Enter/change payee details, as well as Contact Info.
  4. Click “Save” when finished.
Updated on January 31, 2020

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