If a payee's information needs to be changed or is no longer being used, users can edit or archive their record from the Payees view.
To edit or archive an existing payee,
- Click on the gear icon to open your Settings view.
- Scroll down the navigation menu on the left and select “Payees” under the Ledger section.
- To the right of the payee name, click on the action buttons to make changes.
- Click the pencil icon to open an editing window for the payee and click "Save" to save those changes.
- Click the box icon to archive the payee, hiding them from reports, other views, and new transactions.
- Click the box icon again to unarchive the payee.