Adding or Editing other payee

Occasionally a shop will need to write a check to a person or business outside of their normal vendors. There is a simple way to add the person or business using the "Other Payee" feature. 

Go to the "Banking" or "Quick Picks" tab at the Top of MaxxTraxx and select the "Write Checks" box:

That will open the "Write a Check" window with the Payee list open. If the person or entity is on that list, highlight it, click "Select",  and the check will populate with that information.

If you need to add to the list click the "Add Other Payee" box:

In that window choose whether it is a person or business, then fill in the payee information. Click the "Save" button. 

Once the information is saved the screen will show the check with the payee's information filled in. Write and process the check like you normally would. 

If this check will be written repeatedly for the same amount - like a subscription - you can check the "Memorize" box in the check-writing window. The amount and distribution will be saved but can be edited.

If you wish to edit or delete a payee, go the the "Banking" tab and click on the "Edit Other Payees" box:

Once the Other Payees window opens, highlight the desired payee, then right-click or click the "Edit" or "Delete" button and perform the needed function. 

You can also add a payee from this screen just like the "Write a Check" window. 

When a payee is deleted, they are just rendered inactive. To view inactive payees, check the "Show Inactive Payees" box.

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