SEE Finance Help

Index

Deleting Payee Names

Deleting a Payee Name:

1. Select the "Payees, Types & Categories" from the Account List.
2. Select the Payees View by selecting the "Payees" button on the right of the top bar.
3. Select the payee name in the table that you would like to delete.
4. Click the "-" button on bottom left of the Payees View.
5. Confirm you do really want to delete this payee name and you're done!

Notes:

• Default payee names such as account specific payee names cannot be deleted.