Payees

How do I add a Payee?

To add a payee, go to Payees & Categories, make sure you're in the "Payees" tab/section and press "Add Payee" or "+".

You will be presented with a popup asking for:

• Name
• Company Name
• ABN
• ACN
• Phone
• Email
• Address

You are only required to enter a name, all other fields are optional.

Once you have entered the details, press "Save Payee".

You can also add a payee by entering the new payee's name into the payee field of the expense form, then pressing 'Enter' or clicking off the field. This will then save a new payee with that name.

How do I edit a Payee?

To edit a payee, simply go to Payees & Categories, make sure you're in the "Payees" tab/section and find the payee you wish to edit. Click the edit button in the actions column for that payee.

This will open a popup pre-filled with the payee's details. Edit the details, then press "Save Payee".

How do I remove a Payee?

To remove a payee, go to Payees & Categories, make sure you're in the "Payees" tab/section and find the payee you wish to remove. Click the trash icon in the actions column for that payee.

This will open a popup asking for confirmation. Press "Delete" to confirm.

This is not reversible and will remove the payee from any expenses that use it!

What will happen if I edit or remove a Payee that is already used on expenses?

Editing details of a payee will be reflected on any new or past expenses that use that payee.

Removing a payee will remove the payee from any expenses that used it.