Add Payee Certification

The Add Payee Certification section enables you to add Payee certification details to the Payee records. To add payee certification, perform the following procedure:

1. Click button from the Payee Certification

The Payee Certification – Add page is displayed.

2. Enter the payee ID in the Payee ID Alternatively, you can enter the keyword and click button to pick a payee ID from the Lookup window.
3. Click the drop down adjacent to the Certification Type field list and select the certification type. The available options are the following:

• Insurance
• Investments

You can also click  button to view the Option List.

4. Enter the certification number in the Certification Number
5. Enter the location in the Location
6. Click the License Start Date field and select the start date from the calendar.
7. Click the License End Date field and select the end date from the calendar.
8. Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
9. Click button to save the payee certification details.

You can also click  button to save the payee certification details and add another payee certification.