How to use the payees grid?
This article discusses how to use the Payees grid to add, edit, delete, view, and print Payee information.
To use the grid:
- Click on
Trust Accounts in the left panel of The Mortgage Office®.
- Click on Payees located in the drop-down menu.
- Below is a list of available functions in the Payees grid:
Button: | Description: |
![]() |
Click to Add a payee. For additional information, see Adding payees. |
![]() |
Click to Edit a payee. For additional information, see Editing payees. |
![]() |
Click to delete a payee. For additional information, see Deleting payees. |
![]() |
Click to print the |
![]() |
Click to send an e-mail to a payee. |
![]() |
Click to Export the contents of the grid to Microsoft Excel. |
![]() |
Click to customize the grid. This opens a window where you can change the display order of the grid columns and whether they are displayed or not. |
![]() |
Click to refresh the contents of the grid. |
![]() |
Use the Find feature to quickly search for a word(s) in the grid. Simply start typing the information you are looking for and watch the grid display only the records matching the criteria. Learn more here. |
Copyright © Applied Business Software, Inc. All Rights Reserved.