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Payees

In the AuditBLOOM system's "Billing" section, there is a tab called "Payees", which allows users with the roles "Administrator" and "Billing Management" to add new payees or update information about existing ones. This section is essential for managing the financial aspects of your organization and ensuring accurate invoicing.

Features​

  • Adding payees: Create new payees with the necessary information.
  • Updating payees: Update information of existing payees to keep the data current.

Payees List | AuditBLOOM

How to Add or Update a Payee​

Requirements. You will need:

One of the roles:

  • Administrator
  • Billing Management

Workspace type:

  • Full workspace
  1. Go to the "Billing" section in the main menu.
  2. Select the "Payees" tab.
  3. Add a new payee:
    • Click the "Add" button.
    • Fill in the required fields in the form.
    • Click "Save" to confirm.
  4. Update an existing payee:
    • Find the required payee in the list.
    • Click on the payee's name to open the edit form.
    • Make the necessary changes in the form.
    • Click "Save" to confirm.

Notes​

  • Data accuracy: Regularly update payee information to ensure accurate invoicing.
  • Data security: Ensure that payee data is protected and accessible only to authorized users.
  • Responsibility: Responsible personnel should verify and confirm payee data to avoid errors in financial transactions.

Frequently Asked Questions (FAQ)​

Question: How do I add a new payee to the system?

Answer: Go to the "Billing" section, select the "Payees" tab, click "Add", fill in the required fields, and click "Save".

Question: Can I change the payee information after it has been added?

Answer: Yes, you can update payee information by clicking on the payee's name.

Question: Do I need special permissions to add or update payees?

Answer: Yes, you need the "Administrator" or "Billing Management" role to add or update payees.