QUESTION:  

How do you Edit an existing Receiptee’s information?

 

PROCESS: 

From  Datafiles > Receiptee 

 

A Receiptee file is necessary to allow Receiptee data to be pulled into receipts automatically and to maintain receiptee history for reporting.  

 

 

To Edit an existing Receiptee: 

 

  1. Click on Datafiles > Receiptee. 
  2. From the Receiptee List grid, scroll to find the desired receiptee. 
  3. Select/highlight the Receiptee to edit. 
  4. The Receiptee’s current information will display in the upper portion of the screen. 
  5. Enter any changes at the top. 
  6. Click the Update button.