Payee Groups

The Payee Groups dialog box allows you to add, edit, delete, and search for a particular Payee Group (Note: Program default payee groups cannot be edited or deleted.) From the New/Edit Payee dialog box click on the Maintain Payee button next to the Groups pull down menu.



By typing search information into the field at the top of the box and clicking on the find button you can search for a particular group. The List All button will display all of the Payee Groups. By clicking on one of the group names and then using the select or edit buttons, you can bring up the Payee dialog box. Clicking on the new button will allow you to create a new Payee Group, and clicking on the delete button will allow you to remove payee groups that you have created as long as they are not currently referenced by other transactions.