To find an existing payee record, follow the procedure below.
CandidateIn the Results section Payee |
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| Navigate to Payroll > Payee. The Payee Maintenance screen opens. | |
2. | In the Search section at the top of the screen, key/select as must information about the relevant candidate as you can on the Contact Details tab. | Expand |
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| title | Click here to see descriptions of the search fields that are available. |
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| First Name Filters the list of candidates/payees according the first name of a candidate. Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne. Middle Name Filters the list of candidates/payees according to the middle name of a candidate. Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne. Surname Filters the list of candidates/payees according to the surname of the candidate. Leading and trailing wildcard characters (%) can be used for partial matching on the surname. For example, %hill will match names such as Hill and Summerhill while summer% will match names such as Summer and Summerhill. Payee No. Filters the list of candidates/payees according to the nine-digit, system-generated payee ID that uniquely identifies any existing payee record to which the candidate is linked. Candidate No. Filters the list of candidates/payees according to the nine-digit, system-generated candidate ID that uniquely identifies a specific candidate. Candidate Migration Id Filters the list of candidates/payees according to the migration ID that maps the candidate record to a candidate record in a 3rd party payroll system from which the candidate record was imported into FastTrack360 (if applicable). Payee Migration Id Filters the list of candidates/payees according to the migration ID that maps the payee record to a candidate record in a 3rd party payroll system from which the payee record was imported into FastTrack360 (if applicable). Country Filters the list of candidates/payees by the country to which they are linked. This field is display-only and shows the country of the payroll module in which you are working. For example, if you are working in the Payroll Australia module, this field displays Australia. Brand Filters the list of candidates/payees according to the agency brand by which they are managed. To list only those candidates/payees who are managed by a specific agency brand, select the relevant brand in this field. Region Filters the list of candidates/payees according to the agency region by which they are managed. To list only those candidates/payees who are managed by a specific agency region, select the relevant region in this field. Office Filters the list of candidates/payees according to the agency office by which the candidates are managed. To list only those candidates/payees who are managed by a specific agency office, select the relevant office in this field. Candidate/Payee Filters the list of candidates/payees according to whether they are linked to an active payee record. The options available in this field are: Employed Payees - this is the default option and will only find candidates that are linked to an active payee record (payee record that has no employment end date and is valid on the current date). Candidates without Payees - will only find candidates who are not already linked to a payee record. Select this option to find individuals who are being onboarded for the first time. Terminated Payees - will only find payees who have an employment end date. Any - will find employed payees, candidates without payees and terminated payees. Filled on Job Without Payee When ticked, will only find candidates who are placed in a job order but do not have a valid payee record for the pay company to which the job order is linked for the duration of the job order. Email Filters the list of candidates/payees according to their email address. Leading and trailing wildcard characters (%) can be used for partial matching on the email address. For example, % smith@email.comwill match email addresses such as rsmith@email.com and jsmith@email.comwhile rsmith% will match email addresses such as rsmith@email.com and rsmith@email.com.au. |
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At the top of the screen, click Search. Candidates matching your search criteria are listed in the Results section of the screen. | 3. | In the Search section at the top of the screen, |
locate key/select as must information about the relevant candidate |
.How to Search for an Existing Payee |
Go to the Portal > Pay > Payee > Payee Maintenance screen. | Click Payee Search if the option is not selected by default.
The header at the top of the Payee Maintenance screen displays payee search fields. | In the search fields in the header of the screen, key in or select as much information about the payee as possible.
The search fields available on the Contact Details tab are as follows:
First Name
Filters the list of payees according the first name of the candidate to whom they are linked.
Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne.
Middle Name
Filters the list of payees according to the middle name of the candidate to whom they are linked.
Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne.
Surnameas you can on the Payroll Details tab. | Expand |
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| title | Click here to see descriptions of the search fields that are available. |
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| Tax Type Filters the list of payees according to their tax type, which be one of the following: - PAYG - Company To list only those payees with a specific tax type, select the relevant tax type in this field. Payee Type Filters the list of payees according to their payee type, which will be one of the following: - whether their income type is individual non-business payee or - labour hire (sole trader). - Umbrella - 3rd Tier Agency - Company The available options will depend on the selection made in Tax Type. Labour Hire and This field is available only if the tax type selected in the Tax Type field is PAYG. Contractor, Umbrella, 3rd Tier Agency is available only if the tax type selected in the Tax Type field is Company. Pay Company Filters payees according to the pay company by which they are employed. To list only those payees who are employed by a specific pay company, select the name of the pay company in this field. Employment Type Filters the list of payees according to |
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the surname of the candidate to whom they are linked.Leading and trailing wildcard characters (%) can be used for partial matching on the surname. For example, %hill will match names such as Hill and Summerhill while summer% will match names such as Summer and Summerhill.
Payee No.
Filters the list of candidates according to the payee ID that uniquely identifies a payee.
Candidate No.
Filters the list of candidates according to the candidate ID that uniquely identifies the candidate to which the payees are linked.
Emailtheir employment type. To list only those payees to whom a specific employment type applies, select the relevant employment type in this field. Enquiry Office Filters payees according the agency office that acts as the payees' point of enquiry in relation to payroll issues. To list only those payees who are assigned to a specific enquiry office, select the name of the relevant agency office in this field. Employment Dates (From) Filters the list of payees according to |
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their email address.Leading and trailing wildcard characters (%) can be used for partial matching on the email address. For example, %smith@email.com will match email addresses such as rsmith@email.com and jsmith@email.com while rsmith% will match email addresses such as rsmith@email.com and rsmith@email.com.au.
Brand
Filters the list of payees according to the agency brand by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate that is managed by a specific agency brand, select the relevant brand in this field.
Region
Filters the list of payees according to the agency region by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate who is managed by a specific agency region, select the relevant region in this field.
Office
Filters the list of payees according to the agency office by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate who is managed by a specific agency office, select the relevant office in this field.
The payee search fields that appear in the header of the Portal > Pay > Payee > Payee Maintenance > Contact Details screen are listed and described below.
The search fields available on the Payroll Details tab are as follows:
Tax Type
Filters the list of payees according to their tax type, which be one of the following:
To list only those payees with a specific tax type, select the relevant tax type in this field.
Payee Typethe earliest employment start date. To list only those payees who commenced employment on or after a certain date, select the relevant date in this field.
Employment Dates (To) Filters the list of payees according to the latest employment end date. To list only those payees whose employment was terminated on or before a certain date, select the relevant date in this field. WorkCover Payments After Termination Filters payees according to whether they are subject to receiving WorkCover payments through payroll after their employment has ended. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to WorkCover payments after termination. Yes - indicates payees will only be returned by the search if they are subject to WorkCover payments after termination. That is, only those payees that have the WorkCover Payments After Termination field ticked on the Payee Entry screen will be returned by the search. No - indicates payees will only be returned by the search if they are not subject to WorkCover payments after termination. Insurance Policy Expiry Date (From) Filters the list of payees according to the earliest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire. To list only those payees whose insurance polices expire on or after a certain date, select the relevant date in this field.
Insurance Policy Expiry Date (To) Filters the list of payees according to the latest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire. To list only those payees whose insurance polices expire on or before a certain date, select the relevant date in this field. (Bank Details) Account Name Filters the list of payees according to |
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whether their income type is individual non-business payee or labour hire (sole trader).This field is available only if the tax type selected in the Tax Type field is PAYG.
Pay Company
Filters payees according to the pay company by which they are employedtheir bank account name. To list only those payees who have a specific bank account name, key in the account name in this field. (Bank Details) Account No. Filters the list of payees according to their bank account number. To list only those payees who |
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are employed by pay company, select the name of the pay company bank account number, key in the relevant account number in this field. |
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Employment Type(Payment Details) Payment Method Filters |
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the list of their employment typethe how they receive their pay. To list only those payees |
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to whom a specific employment type applieswho are paid by electronic funds transfer (EFT), by cash or by cheque, select the relevant |
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employment type payment method in this field.
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Bank Account NamePayslip Delivery Method Filters |
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the list of their bank account namethe method by which their payslips are delivered. To list only those payees who |
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have a specific bank account name, key in the account name receive their payslips via the Candidate portal only, via email or via print, select the relevant delivery method in this field.
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Bank Account No. the list of to their bank account numberto the pay group to which they are assigned. To list only those payees who |
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have are assigned to a specific |
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bank account number, key in the relevant account number pay group, select the name of the pay group in this field. ( |
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Insurance Policy Expiry Date) Date FromTax Details) Company Name Filters the list of payees according to |
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the earliest insurance policy expiry date. their company name. To list only those payees who have a specific company name, key in the company name in this field. This field is |
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enabled Company is the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire.the Tax Type field is Any or Company.
(Tax Details) Tax File No. Filters payees according to their tax file number (TFN). To list only those payees |
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whose insurance polices expire on or after a certain date, click and use the calendar control to select the relevant date.
Image Removed(Insurance Policy Expiry Date) Date To
Filters the list of payees according to the latest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire.
To list only those payees whose insurance polices expire on or before a certain date, click and use the calendar control to select the relevant date.
Image Removed(Employment Dates) Start Date
Filters the list of payees according to the earliest employment start date. To list only those payees who commenced employment on or after a certain date, click and use the calendar control to select the relevant date.
Image Removed(Employment Dates) End Date
Filters the list of payees according to the latest employment end date. To list only those payees whose employment was terminated on or before a certain date, click and use the calendar control to select the relevant date.
Image Removed(Validity Period) Date From
Filters the list of payees to list only those payees who have a payee details validity period that is valid on or after a certain date. To list only those payee's that have a validity period that is valid on or after a certain date, click
Image Removed(Validity Period) Date To
Filters the list of payees to list only those payees who have a payee details validity period that is valid on or before a certain date. To list only those payee's that have a validity period that is valid on or before a certain date, click
Image Removed(Payment Details) Payment Method
Filters payees according to the how they receive their pay. To list only those payees who are paid by electronic funds transfer (EFT), by cash or by cheque, select the relevant payment method in this field.
(Payment Details) Payslip Delivery Method
Filters payees according to the method by which their payslips are delivered. To list only those payees who receive their payslips via the Candidate portal only, via email or via print, select the relevant delivery method in this field.
(Payment Details) Pay Group
Filters payees according to the pay group to which they are assigned. To list only those payees who are assigned to a specific pay group, select the name of the pay group in this field.
Enquiry Office
Filters payees according the agency office that acts as the payees' point of enquiry in relation to payroll issues. To list only those payees who are assigned to a specific enquiry office, select the name of the relevant agency office in this field.
(Tax Details) Company Name
Filters the list of payees according to their company name. To list only those payees who have a specific company name, key in the company name in this field.
This field is only available if the option selected in the Tax Type field is Any or Company.
(Tax Details) Tax File No.
Filters payees according to their tax file number (TFN). To list only those payees with a specific TFN, key in the TFN in this field.
You can use leading and trailing wildcards (%) for partial matching on the TFN. For example, %123 will match any TFN ending in the digits 123 while 123% will match any TFN beginning with the digits 123.
This field is only available if the option selected in the Tax Type field is PAYG or Any.
(Tax Details) No TFN Provided (28 day rule applied)
Filters payees according to whether the system has automatically set the No TFN Provided (28 day rule applied) flag on their payee record. The flag is automatically set if the payee has failed to supply a Tax File Number (TFN) within 28 days of commencing employment and does not have an exemption from the 28 day rule.
This field has three states as follows:
Shaded (default) - indicates payees will be returned by the search regardless of whether they have been automatically flagged as having failed to supply a TFN within 28 days.
Ticked - indicates payees will only be returned by the search if they have been automatically flagged as having failed to supply a TFN within 28 days.
Un-ticked - indicates payees will only be returned by the search if they have not been flagged by the system as having failed to supply a TFN within 28 days.
(Tax Details) Exempt From No TFN 28 Day Rule
Filters payees according to whether they have been flagged as being exempt from having to provide a Tax File Number (TFN) within 28 days of commencing employment.
This field has three states as follows:
Shaded (default) - indicates payees will be returned by the search regardless of whether they are exempt from the 28 day rule.
Tickedwith a specific TFN, key in the TFN in this field. You can use leading and trailing wildcards (%) for partial matching on the TFN. For example, %123 will match any TFN ending in the digits 123 while 123% will match any TFN beginning with the digits 123. This field is only available if the option selected in the Tax Type field is PAYG or Any.
(Tax Details) Tax Scale Filters payees according to their tax scale. To list only those payees to whom a specific tax scale applies, select the relevant tax scale in this field. This field is only available if the option selected in the Tax Type field is PAYG or Any. (Tax Details) No TFN Provided Filters payees according to whether the system has automatically set the No TFN Provided (28 day rule applied) flag on their payee record. The flag is automatically set if the payee has failed to supply a Tax File Number (TFN) within 28 days of commencing employment and does not have an exemption from the 28 day rule. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they have been automatically flagged as having failed to supply a TFN within 28 days. Yes - indicates payees will only be returned by the search if they have been automatically flagged as having failed to supply a TFN within 28 days. No - indicates payees will only be returned by the search if they have not been flagged by the system as having failed to supply a TFN within 28 days. (Tax Details) Exempt From No TFN 28 Day Rule Filters payees according to whether they have been flagged as being exempt from having to provide a Tax File Number (TFN) within 28 days of commencing employment. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are exempt from the 28 day rule. Yes - indicates payees will only be returned by the search if they are exempt from the 28 day rule. No - indicates payees will only be returned by the search if they are not exempt from the 28 day rule. (Tax Details) STSL Filters payees according to whether they have a study and training support loan (STSL) debt such as a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt. This field is only available if the option selected in the Tax Type field is PAYG or Any. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to an STSL debt. Yes - indicates payees will only be returned by the search if they are subject to an STSL debt. No - indicates payees will only be returned by the search if they are not subject to an STSL debt. (Tax Details) SAPTO Filters payees according to whether they are subject to a Seniors and Pensioners Tax Offset. This field is only available if the option selected in the Tax Type field is PAYG or Any. A payee is considered to be subject to SAPTO if the Seniors & Pensioners Tax Offset field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to SAPTO. Yes - indicates payees will only be returned by the search if they are |
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exempt from the 28 day ruleUn-tickedNo - indicates payees will only be returned by the search if they are not |
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exempt from the 28 day rulesubject to SAPTO. (Tax Details) |
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Tax Scale MLS Filters payees according to |
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their tax scale. To list only those payees to whom a specific tax scale applies, select the relevant tax scale in this fieldwhether they are subject to a Medicare Levy Surcharge. This field is only available if the option selected in the |
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Tax Type field is PAYG or Any.(Tax Details) STSL (exc. SFSS)
Filters payees according to whether they have a study and training support loan (STSL) debt such as a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt.
To list only those payees who have a STSL debt, click on this field until a tick is displayed.
To list only those payees who do not have a STSL debt, click on this field until it does not display a tick or shading.
Otherwise, payees will be listed regardless of whether they have a STSL debt.
This field is only available if the option selected in the Tax Type field is PAYG or Any.
(Tax Details) SFSS
Filters payees according to whether they have a Student Financial Supplement Scheme (SFSS) debt.
To list only those payees who have a SFSS debt, click on this field until a tick is displayed.
To list only those payees who do not have a SFSS debt, click on this field until it does not display a tick or shading.
Otherwise, payees will be listed regardless of whether they have a SFSS debtAs of 1 July 2019, SFSS is part of the same loan repayment hierarchy as other study and training support loans. Therefore, you can search for a payee with a SFSS debt by ticking the STSL (exc. SFSS) field.
(Tax Details) Levy
Filters payees according to whether they are subject to the flood reconstruction levy.
To list only those payees who are subject to the levy, click on this field until a tick is displayed.
To list only those payees who do are not subject to the levy, click on this field until it does not display a tick or shading.
Otherwise, payees will be listed regardless of whether they are subject to the levyTax Type field is PAYG or Any. A payee is considered to be subject to a MLS if the Medicare Levy Surcharge field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to MLS. Yes - indicates payees will only be returned by the search if they are subject to MLS. No - indicates payees will only be returned by the search if they are not subject to MLS. (Tax Details) Variation Type Filters payees according to whether they are subject to a PAYG withholding variation. This field is only available if the option selected in the Tax Type field is PAYG or Any and the Variation - Approved Withholding Variation Percentage option is selected in the Tax Scale field. A payee is considered to be subject to a PAYG withholding variation if, on the Payee Entry > PAYG Details screen, the Variation option is selected in the Tax Scale field and the Upward or Downward option is selected in the Variation Type field. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they have an upwards or downwards variation to their PAYG withholding. Upwards - indicates payees will only be returned by the search if they are subject to an upwards variation to their PAYG withholding. Downwards - indicates payees will only be returned by the search if they are subject to a downward variation to their PAYG withholding. (Tax Details) Horticulturalists/Shearers Tax Applies Filters payees according to whether they are subject to special horticulturalists and shearers tax rates. This field is only available if the option selected in the Tax Type field is |
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PAYG or Any.PAYG or Any. A payee is considered to be subject to horticulturalists and shearers tax rates if the Horticulturalists/Shearers Tax field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to special horticulturalists and shearers tax rates. Yes - indicates payees will only be returned by the search if they are subject to special horticulturalists and shearers tax rates. No - indicates payees will only be returned by the search if they are not subject to special horticulturalists and shearers tax rates. (Tax Details) Seasonal Worker Filters payees according to whether they are working in Australia under the Seasonal Worker Programme (SWP). This field is only available if the option selected in the Tax Type field is PAYG or Any. |
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(Tax Details) GST Registered
Filters payees according to whether they are registered to collect Goods and Services Tax (GST).
To list only those payees who are registered for GST, click on this field until a tick is displayed.
To list only those payees who do are not registered for GST, click on this field until it does not display a tick or shading.
Otherwise, payees will be listed regardless of whether they are registered for GST.
This field is only available if the option selected in the Tax Type field is Company or AnyA payee is considered to be working under the SWP if the Seasonal Worker Programme field is ticked on the Payee Entry > PAYG Tax Details screen. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are subject to the SWP. Yes - indicates payees will only be returned by the search if they are subject to the SWP. No - indicates payees will only be returned by the search if they are not subject to the SWP. (Tax Details) |
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Voluntary AgreementGST Registered Filters payees according to whether they are |
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subject to a voluntary agreement to have tax withheld from their earnings.To list only those payees who are subject to a voluntary agreement, click on this field until a tick is displayed.
To list only those payees who do are not subject to a voluntary agreement, click on this field until it does not display a tick or shading.
Otherwise, payees will be listed regardless of whether they are subject to a voluntary agreement.
This field is only available if the option selected in the Tax Type field is Company or Any.
Click Search Payees .
A list of payees matching your search criteria is displayed in the payee list on the screen. | To open and view or edit the details of any of the listed payees, double-click the relevant payee. The payee record opens in the Payee Entry screen.registered to collect Goods and Services Tax (GST). This field is only available if the option selected in the Tax Type field is Company or Any. This field has three options as follows: Any (default) - indicates payees will be returned by the search regardless of whether they are GST registered. Yes - indicates payees will only be returned by the search if they have are GST registered. No - indicates payees will only be returned by the search if they are not GST registered. |
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4. | At the top of the screen, click Search. Payees matching your search criteria are listed in the Results section of the screen. | |
5. | In the Results section of the screen, locate the relevant candidate. | |
6. | To open the payee record, click the View button at the start of the row where the payee is listed OR Double click on the payee record within the row. The Payee record opens in View mode. |  Image Added |
7. | Click Edit to edit the Payee record. The Payee record changes to Edit mode. |  Image Added |