Delete Payee – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia, New Zealand and China.
Full details are available in Features by Geography.

To delete a payee that is in a Pending Approval, Creation Rejected, Modification Rejected, Modification Pending Approval or Approved status from the Payee List, follow the steps below:

Use Method 2 to delete several payee at the same time.

STEP	ACTION
1	Go to the Payments > Template screen
2	Locate the payee and use one of the following methods to delete a payee: Method 1: Right-click on the payee and click Delete on the Context Menu Method 2: Select the payee and click Actions > Delete on the Control Bar Method 3: Click on the payee to display the Beneficiary Details screen and then click Delete on the Control Bar
3	Click Yes in the confirmation pop-up window Impact Summary? If there are any impacts to current payment and templates as a result of deleting the payee, an Impact Summary pop-up window will be displayed. You can click on the numbers in the table to view which payments and templates are affected. To continue, click Ok. RESULT: A confirmation message is displayed advising that the payee(s) has been deleted: If your organisation requires Payee List items to be approved, the payee status changes to Deletion Pending Approval and will need to be approved If your organisation does not require Payee List items to be approved, the payee status changes to Deleted