HOW TO IMPORT THE PAYEE INFORMATION?

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User can add new Payee information at any given time.

1.Click on 'Customer/Payee' menu and the select 'Import Payee' submenu

Then the user will be able to see the 'IMPORT PAYEE LIST' window.

Click on [.....] button to import the payee list file , and select the correct excel file and open.

4.User can import multiple Payee entries at one time using the import menu. Create a list of Payee entries on an excel file

Using the sample format file located at Support folder (SAMPLE PAYEE IMPORT.xls)

The payee list should be entered to the excel file in below format

Click on 'Import' Button

Click on 'Column Mapping' Button to Map the columns with existing database and the users excel sheet

Click on 'OK' Button to confirm the Column Mapping

Select the option as share with all company if the user wants to share these payee details with the other companies

Click on 'INSERT' Button,ThenIt will prompt the number of payees imported successfully.

Click on 'OK' Button for the confirmation message