Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

This page lists all payees who have received a cheque due to an insurance claim.

By clicking on Search, a list of all payees who have received a cheque will be displayed at the bottom of the page, including the following information:

  • Payee Name

  • Business Name

  • Address

  • Phone Number

image-20231227-193247.png

However, you can refine your Search by using the following filters:

  • First name of payee

  • Last name of payee

  • Service type: select the type of payee service

  • Click on Search after selecting the desired filters.

If you click on a payee's line, the side panel will be displayed, allowing you to make changes using the blue pencil.

By clicking the Action button and selecting Export Cheques Report, you can generate a report of all the cheques created for this payee.

You also have the option to Delete the payee using the Action button.

image-20231227-193052.png

  • No labels