Can I set the system up so that all of my payees need checking before they can be used to make a payment?

Yes, each user can be set up to either create payees on their own that are available for use immediately or that require checking by a second user before they become available for use.

The Administrator does this by

  • Select User Admin
  • Select Users
  • Select the User from the list
  • Select User Rights
  • Select Payee Entry
    • Unrestricted for payees available for use immediately
    • Dual for payees that require checking before use
  • Select the Payment Types required

The user will now be able to create payees in line with the option selected