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How to add a Payee

In AltheaSuite, you can add all the Payees and make a payment to them.
 

Step 1 :  Login to your AltheaSuite account.

Step 2 :  Navigate to Finance Books > Payees.

Step 3: Click New to add a new Payee.

Step 4: Enter the Name of the Payee. This is a mandatory field.

Step 5: Enter the Expense Account. If there is no existing expense account, you can click on 3 dots and create a new financial account. This is an optional field.

Step 6: Enter the Default Pay From. This is the financial account from which the payment will be done to the Payee. If there is no existing account to do the payment, you can click on 3 dots and create a new financial account. This is an optional field.

Step 7: Enter the Account Number, Address and Note for the Payee. All these are optional fields. Click Create.

 
Upload Payee Through Excel
 
Step 1: Go to Finance Books > Payees > Upload Payee
 
 
Step 2: To generate the excel template to upload Payee, click For Excel 2007 and later versions click on: .
 
 
Step 3: Enter all the details in excel. Except Name all other fields are optional. If you are entering Expense Account and Default Pay From, make sure these financial accounts are already created in AltheaSuite.
 
 
Step 4: Go back to Payee Upload screen and click Browse to select the excel file.
 
 
Step 5: After selecting the file click Payee Upload.
 
 
Step 6: You will get a message if the Payees are uploaded successfully.
 
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