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Edit Payee for a Check

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Posted on by 22

Hi - I need to change the payee for a check in Dynamics.  Is that possible?

  • Lisa Power Profile Picture
    Lisa Power 22 on at
    RE: Edit Payee for a Check

    Thanks for helping.  It's silly how difficult it is to get a check cut to return funds!

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Edit Payee for a Check

    Unfortunately, I cannot provide guidance - based on your description of the issue, you will need to get someone familiar with the data relationships between your different systems to identify how to resolve your specific issue, as there may be additional factors and integrations that dictate how to manage the situation you describe.

  • Lisa Power Profile Picture
    Lisa Power 22 on at
    RE: Edit Payee for a Check

    Hi - Thanks for responding so quickly.  We are a university and use Anthology desk top to process refunds to the VA.  We 'release' the data to Dynamics where the check is processed.  However, the payee is shown as the student and I need it to be the VA.  I'm not sure refunds to the VA have been set up in both systems correctly.  Thanks!

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Edit Payee for a Check

    Can you provide more context?

    Is the invoice entered to the wrong vendor? If so, you would need to credit the original transaction and re-enter the invoice against the correct vendor, then generate the payment.

    If you're just looking to cut a check, you can manually select the vendor to pay on the payment journal line and enter the required information.

    Finally, if its a need for different info on the check for payment, then you can look at using the address reason codes.

    The right path depends on what your specific use case is.

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