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  • December 05, 2022 17:53
  • Updated

How to add a new payee or payment method

In the Payee Management tab, is where the vendor, employee, and credit cards payment methods are maintained. Whenever changes or updates need to be changed, the payment method information for each employee, vendor, and credit card can be found here. 


  1. Navigate to the Accounts Payable tab 
  2.  Select Manage Payees 
  3. To add a new payee, click on New Payee 
  4. Click on the type of payee you wish to create 
  5. Fill in the required fields and click Add 
  6. Choose Payment Methods.
  7. Enter your method of payment and save 
  8. To add ACH into a payee, select PAYMENT TYPE ACH

Awesome! You've added a payee and a payment method! 

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