This is the add/edit payee section of the application. This page is the system admin payee page that allows payees from any corp and any payee type to be added or edited. There is a special multi corp history link at the top of the page. This will show all actions recorded in the database for a specific payee.

Once you add a payee (employee/user), you will still need to set up their permissions. The following help files will add insight on the different field names and what they should hold.

1. Payee Id - This is the payee id number for the vendor, payee, or user. This number will be tracked behind the scenes and ties the user to the actions taken.

2. Home Corp - This is where you set the main corporation for the payee. This deals with security and whether or not the payee may be modified in a different corporation. Required.

3. Payee Type - Choose a payee type from the list provided. The payee type "employee" requires additional user permissions to be assigned.

4. Business Name - Enter either a business name or a first and last name combo. Max of 100 chars and min of 2 chars if used without first and last name. May be left blank if payee uses a first/last name combo.

5. First Name - Has a max of 50, min of 2 characters. Not required if a business name is used.

6. Middle Name - Has a max of 50 and is an optional field.

7. Last Name - Has a max of 50, min of 2 characters. Not required if a business name is used.

8. Username - This must be unique. The username is used during login and is case sensitive. It has a max of 50, min of 4 characters. If the payee is not an employee/user, use the username of "dummy". This is a reserved word and may not be used by actual employee/users. All values are encrypted for database storage.

9. Email - Required for employee/payees. Optional for other payee types. This is the main email address used by the payee. This address will show up in numerous places within the system. Max of 150 and min of 8 characters. Ex: someone@somedomain.com

10. Password - Only required for employee/payees. May be left blank for non employee/payees. This is case sensitive and may contain letters, numbers, and special characters. A safe password is one that has both numeric, alpha, and special characters. Please don't use simple words, phrases, or names of children or pets. Max of 25, min of 4 characters. Note: When editing a password, it will appear blank. If you need to change the password, enter the new one and then confirm it. All values are encrypted for database storage.

11. Address and Address 2 - Basic payee address info. Physical address goes in address 1 and any extras including PO boxes goes in address 2. Address 1 has a max of 100 and a min of 2. Address 2 is optional with a max of 100 chars.

12. City - Payee city. Max of 50 min of 2 chars.

13. State - Choose a state from the list provided.

14. Zip - Max of 15 chars and min of 5.

15. Phone - Max 25. Optional field.

16. Cell Phone - Max 25. Optional field.

17. 800 Phone - Max 25. Optional field.

18. Fax - Max 25. Optional field.

19. Driver License - Max 100 characters. Optional field. If applicable, all values will be encrypted for storage.

20. SSN - Social security number. Optional field. Max 25. If applicable, all values will be encrypted for storage.

21. EIN - Employer Identification Number. Optional field. Max 25. If applicable, all values will be encrypted for storage.

22. Account Number - Max 50. Optional field.

23. Web Address - Max 150. Optional field. This should hold the payee's main web address. Ex: www.somewhere.com

24. Flag for 1099 - Optional. Check this box if the payee will require a 1099 at the end of the year. Having the box checked will allow this payee access to special year end totals and reports for tax purposes.

25. Start Date - Date when employee was entered into the system. Use month/day/year format. Ex: 6/16/08

26. Timezone - Required for employees. Choose a timezone for each payee. This will help with the system timeclock application.

27. Salesperson List - Check this box if the user/payee needs to show up in reports dealing with sold units, invoices, P.O."s, etc. By not checking this box, the system assumes that the person fills a more backend role in the company. Only check this if the person is on the front line and deals directly with customer sales.

28. Payee Status - Required. Active means show and allow others to view and see. Inactive means hide. Special note about setting an employee/user status to inactive. If you do this, the employee/user will not be able to login and all user permissions will be turned off. This cascades to all corporations that the employee/user is assigned to. To restore status and permissions, change status to active and reset the corp specific permissions one by one.

If the payee in question has been locked out of the system (three strikes you're out) on the main login, they will need to do a login reset. The lockout is tied directly to their browser and must be done by them on their machine. Basically, it clears all session variables and does a complete logout for the user. This allows them to restart fresh.

To do a login reset, copy & paste this page address into your browser:

https://data0.adilas.biz/top_secret/login_reset.cfm

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