Manage payees

The Payee directory answers three questions at a glance: who gets paid, how, and for which units. It is deliberately the only screen in the product that shows bank details.

Screen /payees · Roles: Admin manages · view: Admin, Account Manager, External Accountant

Who appears here

Every owner, landlord, and investor on the books shows up automatically - you add the people themselves on Owners & investors, and they appear here with any units they’re paid rent for and the monthly total across them. The KPI band flags how many payees still have no bank details on file.

Record where the money goes

1. Open the payee’s card and click “Add destination” - a payee can be paid by more than one route: bank transfer, Raast, or cash via staff.

2. Enter the details carefully. An IBAN is grouped as you type, length-capped, and checksum-validated before it saves - this is the account money is paid out to, so a typo is expensive.

3. Set the default. A payee’s first destination is its default; use Make default to promote a later, better one. The default’s route shows as a pill on the card - it’s the route a payout actually takes.

Account numbers display masked - the last four digits are what a human verifies on a shared screen. Revealing a full number is per-row, deliberate, and never persisted.

Cash payees are the ones to watch

A payee whose default route is cash via staff shows an amber pill, and the calendar will only settle their payments against a receipted expense. Move payees to a bank route when you can.

Privacy is structural

Bank details are visible to the finance-read audience and nowhere else - no owner or investor portal returns another party’s account. Changes are audited by field name only: the log records that an account number changed, never the numbers themselves.

What’s next

• Work the payables calendar - where these payees get paid on schedule
• Owner distributions live elsewhere