How do I modify existing payees?
Webinar: Check on Demand Refresher Training
Check
on Demand Refresher Training (50m43s)
Topic |
Time Marker |
Modify Existing Payees |
09m06s |
Set up a new payee |
09m56s |
Begin/End date, Type, and Group |
11m06s |
Check Details |
12m37s |
Notes |
15m11s |
Changing
a payee's contact information
1. Open Connect Check on Demand > Checks > Modify Existing Payees.
2. Enter a payee name and then press Enter.
Name field in Modify Existing Payees
3. Update the payee information on the Payee tab.
Payee Information in Modify Existing Payees
4. Click Save (CTRL+S).
Changing payee status to inactive
1. Open Connect Check on Demand > Checks > Modify Existing Payees.
2. Enter a payee name and then press Enter.
Name field in Modify Existing Payees
3. Find the End Date field on the Payee tab.
End Date in Modify Existing Payees
4. Enter today's date in the End Date field.
5. Click Save (CTRL+S).
The payee status is changed to inactive.
What's the difference between a payee and a vendor?
A vendor in Accounts Payable keeps track of the 1099 vendor details, invoices and payments, requisitions, and purchase orders. Check on Demand is different because it does not keep transaction history except for the check transaction.
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