You can mark payees as favorites, and they will appear at the top of the search options every time you add a payee.
To mark a payee as a favorite:
1. On your created deal, select Add Disbursement.
The Search Payee screen displays.
2. From the drop-down list, select the payee type.
3. To find your payee, type at least two characters of the payee name in the field, and select Search.
The results will display.
Note: If too many results appear, try filtering with the Advanced Filters.
Note: If your payee doesn't appear in the results, select ENTER PAYEE MANUALLY.
4. Select your payee in the results.
The Disbursement Details screen displays.
5. Next to the payee name, select the star icon .
The star will display as a solid colour .
The next time you add a payee, your favorites will appear automatically when the Payee Type is selected.
Note: You can remove the payee from your list of favorites by deselecting the solid star icon.