The Payees view shows available vendors and employees for transactions in your financial software.
Each payee has their own record that can be added to transactions so users can track yearly totals to allow for reports like 1099s to be generated. Payees are shared between books.
Action Buttons
In this view, there are links to add or view information related to your payees.
- Add new Payee - This link opens a menu to create a new payee record.
- Show/Hide Archived - This option will show or hide payees that have been marked as archived in the visible list.
- Print - This option allows you to print your list of payees, their descriptions, and types.
- Export- This option allows you to export your list of payees, with their address, tax ID number, contact information, notes and description to a CSV file.
Filter by
In the bar with "Filter by...", you can start typing to pull up all relevant payee names.
List of Payees
In the table of payees, the Name and Type fields can be sorted by clicking on their respective header.
Actions for Payees
To the right of the payee name, click on the action buttons to make changes.
- Click the pencil icon to edit a payee.
- Click the box icon to archive the payee, hiding it from reports, other views, and new transactions.
- Click the box icon again to restore the account.
- Click the arrow icon to view and print a payee's details, including recent transactions.