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