Add a Comment or Reminder for a specific Payee within the Master File

Sharlyce Reed

Aug 07, 2024

586

⭐️ Comments are included in our Advanced Plan from Version 3.0.0! To upgrade, please Change your Plan Level from Essential to Advanced.

Select Payees.

Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.

Once the Payee has been located, select Actions > Edit.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Select e-Personnel (HR).

Navigate to Comments.

Select the Date of the Comment or Reminder. The current Time will always be used.

Enter the Comment or Reminder, as required.

Select Add.

Select Save.