Change Comments for a specific Payee

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Select Payees.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
Select e-Personnel (HR).
Navigate to Comments.
1. To add a Comment or Reminder.
  1. Select the Date of the Comment or Reminder. The current Time will always be used.
  2. Enter the Comment or Reminder as required.
  3. Select Add.
2. To edit a Comment or Reminder
  1. Select Edit, next to the Comment or Reminder you want to edit.
  2. The Edit a Payee Comment Alert (Modal) is displayed.
  3. Change the Date, as required.
  4. Change the comment as required.
  5. If required,
    1. Deselect Reminder to change from a Reminder to a Comment.
    2. Select Reminder to change from a Comment to a Reminder.
  6. Select Save.
3. To delete a Comment or Reminder
  1. Select Delete, next to the Comment or Reminder you want to delete.
  2. As the Comment has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The account will not be deleted until Save is selected.
Make any other changes as required, then select Save.