How to Edit or Remove a Payee

1. Open Expense → Payees.
2. Find the payee.
3. Choose the edit action to update the name, contact details, account information, address, or notes.
4. Save the changes.

Remove a payee only when it is no longer needed and your permissions allow it. If the payee has historical expense records, preserve reporting integrity and follow the system’s validation rather than recreating or deleting history casually.