Payees Explained

Sharlyce Reed

Feb 07, 2024

767

🎯 The Payees page is used to add new and maintain existing Payees. The Payee's information is saved in the Payee Master File.

Excel Operations allows you to select Export to Excel, which will extract a copy of the Payees List based on the options selected in the Payees Page.

Add a Payee enables you to add a new Payee.

Current Payees, Ceased Payees, and All Payees filters the results shown in the Payees List.

🎯 By default, Current Payees are selected and sorted in descending order based on the Payee Code.

Search enables you to enter information to filter the results shown in the Payees List.

Show Advanced Filters enables you to limit the results shown in the Payees List based on the options selected.

The Payees List displays the Payee Code, First Name, Family Name, Pay Location, Employment Basis, Pay Period, Classification, Tax Treatment Code and Cessation Date for each previously added Payee.

🎯 We've included the ability to change the sort order by selecting the relevant arrow in the Table Headings.

The Actions Button enables you to Edit, View or Delete each Payee listed in the table.

🎯 The ability to delete a Payee is hidden once they have been included in a Submit or Update Action.

🎯 The ability to edit a Payee is hidden when they are included in a current Pay Run.

Showing X to X of X entries. Show X entries allows you to select how many Payees you would like displayed per page.

Pagination Controls allows you to navigate between the pages of Payees.