How to review & approve a payee

Paid Lite allows you to review a payee and if needed approve them into the system

This guide assumes you have access to view and create suppliers on Paid Lite, if you do not please contact your administrator.

Navigate to "Payees" you will see a list of your current payees or a message stating there are no payees set up currently. From this page select the supplier you wish to view by clicking their name.

From the payee profile page, you can review their details, see the KYC checks and approvers (if there are any) we will also show you the latest payment to the payees.

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From here you can also review bank accounts, bank transfers and an activity log. If the supplier is awaiting approval there will be a banner across the top drawing your attention to approve the payee.