The Paid To Mini Directory stores the user-defined Paid To codes. This directory provides a standard list of codes for consistency in case entry and is used when entering Value transactions on the Value Tab.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
Value Transactions can be sorted by the Paid To column within the Transaction Details section.
This directory is used for setting the Payee (i.e., entity receiving the transaction).
To add a new Paid To Payee, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Payee field of the new entry to enter edit mode. Payee is a required and unique field. Up to 35 characters can be entered in the Payee field. New Paid To Payees are Active by default. "Client" and "Provider" are protected Paid To types that cannot be modified, marked inactive, or deleted.
Reports, such as "Value Paid Report" and Advanced Search reports can be utilized to locate Value items by Paid To (i.e., Payee).
To delete a Paid To Payee, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
