How do I make a group confidential?

If you have the confidential permission then it will be possible to make a group confidential. To do this when creating a new group

  • Select Payments and Transfers
  • Select Payees
  • Select New Payee Group
  • Enter the Group Name
  • Select the Confidential Payees box
  • Select OK

All new Payees added to this Group will now become confidential payees and have the confidential box selected when payments are made to them.

To make an existing Payee Group confidential

  • Select Payments and Transfers
  • Select Payees
  • Select the Payee Group to be made confidential
  • Select Amend Group Name
  • Select the Confidential Payees box
  • Select OK

All new Payees in this Group will now become confidential payees and have the confidential box selected when payments are made to them.