We're excited to introduce a new feature in the Commissions App that allows you to mark payees as inactive. This update offers greater flexibility and helps keep your workflow organised by removing inactive payees from view.

Key Changes

Active/Inactive Toggle:

• A new "Active/Inactive" toggle has been added to the top of the Payee Management page, located next to the “+ New Payee” button.
• This toggle defaults to "Active" but allows you to switch to view inactive payees when needed.
• Only users with permission to manage payees will see this feature.
  
  

Process of making a Payee inactive:

• When managing payees, you can now mark them as Inactive by removing their "Mercury Access Active" status.
• To do this, simply uncheck the "Mercury Access Active" box in the payee's detail modal and save your changes.
• Once a payee is marked inactive, they will no longer appear under the "Active" tab. Instead, they will be listed under "Inactive," where they can be reactivated at any time by the group admin.

Behavior of Inactive Payees:

• Inactive payees cannot access the Commissions App and cannot be assigned to new commission payments or splitting templates.
• Existing splitting templates where the payee was previously assigned will still display the inactive payee, but no new inactive payees can be assigned.
• For instance, if “James” was used as a payee in a template before becoming inactive, he will still be visible in that template. However, you cannot assign any other inactive payees in new or existing templates.

Why This Feature is Important

This update simplifies payee management by ensuring that your active payees list only contains those who are currently in use. You will no longer have to navigate through inactive users, making your workflow more efficient.

Should you need to restore an inactive payee, you can use the toggle above in the "Payee Management" page to see the inactive payees, open their settings and tick the checkbox "Mercury Access Active" and save. The payee then become active again and can be used.

Best Regards

Mercury Nexus Product Team