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.