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.