Editing a Payee

Editing a Payee

1. Click on the payee’s name.

2. Click “Edit payee”.

3. You can then edit payee details, or you have the option to select “I would like to delete this payee”. Make edits and select “Submit”.

Default account payees

If a payee is set up with a “default” pay account, and then the user changes that “default” account at a later time, the existing payee’s setup with the previous default account will need to be changed within the “Payee” level. Changing at just the user level will only affect payees going forward. Payees that were setup previously would not be updated, as well as payments for those payees.