Additional Payees can be created by clicking on ‘Add Payee’.
Users will only be presented with the option to edit Payee data if they have been given access to the specific ‘Category’ AND been given the ability to ‘Manage Payees/Payors’ on the User Administration page.
An enhancement to the CNE service is that secondary accounts can now be added to each Payee. After creating a Payee, you can select them by clicking on the Payee Name. At the bottom of the screen showing the Payee’s information, click ‘Add’ under ‘Additional Accounts’.
Enter the bank information, ‘Account Type’ and ‘Usual Amount’, then select ‘Add Account’. Additional accounts can be created, as necessary. When you create the next transaction for this Payee, we will automatically assign the specified portion(s) of the transaction to these secondary account(s). In the following example, ‘Adam Smith’ has arranged to have $100.00 from each check deposited into his Savings Account.
After hitting ‘Submit’, the confirmation screen will show the split amounts.