Bank Details: Private Recipients

Bank Details: Private Recipients

1. Click on Accounting on the Main Menu.

2. Click on Payments

3. Payment menu will open. 

4.  On the main ribbon bar, select Save Recipients

5. Beneficiary list will open; user will see Private Recipients and Public Recipients. 

Add New Recipient

1.  Click on Create New button

2. Bank Account details screen will open.

3. Fill in the Bank Account Details for the recipient and Recipient Reference. 

4. Optional: Select Category form drop down.

5. Click Submit to load details to list.

Add New Category

1. Click on the More () button

2. Click Add New button

3. Type in the Category Name and click Save. 

Edit Recipient

1.  Click on Recipient Account Name

2. Bank Account details screen will open.

3. Make required changes and click Submit to load details to list.

4. Modified bank details will be saved. Please note that these modifications will not affect any payments associated with old details that are still saved.