Setup Payee Filter

By using the Payee Filter you can control which payees are listed under the Payee/Payor List. Simply click the Filter icon on the Payees screen and the Setup Payee Filter will appear.

Use the pull down menus to determine whether items on the list must be from a particular group or all groups and whether or not it must be affiliated with a particular source to display. To clear choices and display all payees, click the Reset button. Click OK.

  Feature Availability:   Upgrade Now!
Personal Express Personal Basic Personal Gold Home & Business Home & Business Plus
feature supported
maximum 20 payees
feature supported
maximum 100 payees
feature supported
unlimited payees
feature supported
unlimited payees
feature supported
unlimited payees