Set Payee Description

Description

The Set Payee Description function allows you to specify a description for each of your company's Payees. These descriptions are displayed throughout the service to make it easier for you to manage your payments. For example, you may want to add an employee's name as a description for cellular phone bills or visa cards to identify each account easier.

Accessing the Set Payee Description Function

To access the Set Payee Description Function simply click Set Payee Descriptions from the Payments and Transfers sub-menu.

You must have Payments and Transfers service rights in order to access the Set Payee Description page.

How To Set a Payee Description

To Set Payee Descriptions for your company complete the following two steps:

Enter a description in the box to the right of each Payee. Note: Special characters such as #, %, *, ", @, cannot be used.
Click Save Settings

Result: The descriptions will be saved and will now display next to the Payee throughout the service.

Security/Filtering

Any user with the ability to Pay Bills will see these descriptions.