How do I create a Payee Group?
To help you keep your Payees in order and easy to find, you can create Payee Groups and then assign the payee to a group. Examples of Payees Groups could be suppliers, household bills, expenses or salaries.
To create a new Payee Group:
- Select Payments and Transfers
- Select Payees
- Select New Payee Group
- Enter the Group Name
- Select the Confidential Payees box if you want the payments made to the payees in this group to be marked as confidential such as salary payments
- Select OK
Your new group will now be in the Payees Group list.