How do I modify existing payees?

Update payee information in Check on Demand.

In this Topic

How do I modify existing payees?
1. Watch a video
1. Changing a payee's contact information
1. Changing payee status to inactive
1. What's the difference between a payee and a vendor?

Watch a video

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

Updated 19Oct2018

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).

Updated 22Jan2018

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.

Updated 22Jan2018

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.

Updated 19Jun2018