View Payee Prefill Rules

Overview: This article will walk you through the steps of how to view, edit and delete Payee Prefill Rules. 

Step 1. On the Dashboard select MISCELLANEOUS and Manage Firm Accounting. 

Step 2. On the Manage Firm Accounting page select View Payee Prefill Rules. 

Step 3. On the View Payee Prefill Rules page you will see all of your existing rules. You can EditDelete or Create a new rule from this page.