New/Edit Payee - Miscellaneous Tab

The Miscellaneous section of the Payee Setup allows you to enter Notes about a particular payee, to create custom fields for imported information, and to select a source for imported files. From the File menu select New and then Payee or click on the New button on the Payees screen.

Typing notes, additional contact or account information, reminders, etc. into the Notes field will create text that is stored with the payee information and displays in the Note Pad section of the Payees screen.
The Custom fields (1 through 3) can be used to create additional fields that you can use to filter or search the payee list. For example, if you used Custom field 1 to enter each payees social security number, you could then use the Custom field 1 option in the Payee search screen to look for a particular payee by entering a social security number to find the match.
Using the Source drop down box allows you to select the original source or origin of the payee (for example, if imported from another software program or file) so that you can use this information for filtering or searching through the payee list.