Adding a Payee in Transaction Manager

The Transaction Manager module allows you to add a new payee efficiently.

Steps to Add a New Payee

1. Access Transaction Manager:

   • Begin by navigating to the Transaction Manager module within your client's portal.

2. Locate the Relevant Transaction:

   • Find the transaction for which you need to add a new payee. Use the available filters or the search box to help you locate the transaction more easily.

3. Enter Payee Name:

   • In the Payee field of the transaction, type the name of the new payee.
     

1. Select the Payee from the List:

   • As you type, a dropdown list will appear. Click on the option that says “Add ‘payee name’” when it appears in the dropdown list.

2. Configure Payee Details:

   • A new window will open for the payee’s details. Here, select the Payee Type (e.g., Vendor).

3. Save the New Payee:

   • Click the “Save Changes” button to finalize the creation of the new payee.

Result of Adding a New Payee

• Payee Available for Future Transactions: Once you have successfully added the new payee, it will be available in your portal and general ledger. You can now use this payee for any transaction within the system.