How do I set up a new payee?

Add a new payee.

A payee is the individual or organization that a check is made payable. The payee's name follows the words Pay to the Order Of. Use the Payee table to store the names of payees that are not available in the other interfaced Caselle applications.

In this Topic

How do I set up a new payee?
1. Watch a video
1. Setting up a new payee
1. Changing a payee

Watch a video

Learn how to set up a new payee ( 5m53s) (an example of setting a payee for the Department of Revenue)

Updated 19Jun2018

Setting up a new payee

1. Open Connect Check on Demand > Checks > Setup New Payees.

2. Use the Payee tab to enter the payee's contact information.

Payee's Contact Information in Setup New Payees

3. Enter the Begin Date and End Date.

Use the Begin Date to show when the payee record is active. To change the payee record status to inactive, add an End Date. Usually, the End Date is blank when you set up a new payee.

Begin Date and End Date in Setup New Payees

4. Assign a Type.

This is a self-validating field. Use Types to create a list of payee types for classifying and reporting check information. You can use the menu to select from a list of previous entries, or you can type in a new value.

Type menu in Setup New Payees

5. Assign a Group.

A Group is a category for organizing payees with similar characteristics, features, or functions. You can use a group to track and report transactions in the application. You can use the menu to select from a list of previous entries, or you can type in a new value.

Group menu in Setup New Payees

6. Click Save (CTRL+S).

The payee is saved.

Updated 22Jan2018

Changing a payee

See the help topic titled How do I modify existing payees?

Updated 22Jan2018