Payee summary refers to a report that provides a detailed summary of all the payments made to a particular payee. This summary includes information such as the check number, date of payment, amount paid, and any notes associated with the payment. ...
Step 1: Click on More and choose Report . Step 2: Choose Get Report. Step 3: Please select the appropriate options to either send to your email or download.
Step 1: Go to Payees from the side panel and click Import on the top right corner. Step 2: Upload the document and click Import. Step 3: Match the data using drop down box and click the Submit.