You can organize payees in Relay by bookmarking key vendors, sorting your payee list (including by "Last paid"), and filtering with one-click cards like "Bookmarked" and "Needs attention." You can also start a payment directly from the payee list, without opening the payee's details first.
What's new on the Payees page?
The Payees page now gives you more ways to find, organize, and pay your payees:
Pay from the list — start a payment directly from a payee's row.
New sorting options — including a "Last paid" option that surfaces payees you've paid most recently.
Payee bookmarking — bookmark key vendors, then filter to them in one click with the "Bookmarked" card.
Needs attention card — filter to payees missing payment information in one click.
How do I pay a payee directly from the payee list?
You can start a payment from a payee's row in the list — you no longer need to open the payee's details first.
Sign in to your Relay account.
Go to the "Payments" tab, then select the "Payees" tab from the Payments dashboard.
Find the payee you want to pay. You can search, sort, or use the filter cards to narrow the list.
Select "Pay" on the payee's row and follow the payment flow.
For step-by-step instructions on each payment type, see How to Send an ACH From Your Relay Account.
How do I sort my payee list?
Use the sort dropdown on the Payees page to reorder your list. The options are "Nickname (A–Z)," "Nickname (Z–A)," "Last paid," and "Last edited" (the default). "Last paid" puts the vendors you've paid most recently at the top, instead of scrolling a long alphabetical list.
How do I bookmark a payee?
Bookmark the payees you pay most often so you can filter to them in one click.
Sign in to your Relay account.
Go to the "Payments" tab, then select the "Payees" tab from the Payments dashboard.
Select the payee you want to bookmark to open their details panel.
In the payee details panel, select the bookmark icon next to the payee's name.
To see only your bookmarked payees, select the "Bookmarked" card on the Payees page.
PRO TIP: Bookmark your recurring vendors — rent, software subscriptions, key suppliers — so paying them starts with one click instead of a search.
How do I find payees that are missing payment information?
Select the "Needs attention" card on the Payees page. It filters your list to payees that are missing payment information, in one click.
From there, you can add the missing details yourself or ask the payee to fill them in — see How to Request Payment Information From Payees in Relay.
Things to Know
A payee's details panel shows three fields: "Last paid on" (date), "Last payment" (amount), and "Last used" (payment method).
The Payees list is paginated, not infinite-scroll. Use the "Results per page" control at the bottom of the list to change how many payees show at once.
Frequently Asked Questions
Who can see the payees I bookmark?
Bookmarks are shared across your organization — anyone with Payee access or the ability to send money from your Relay account sees the same bookmarked payees.
What does the "Needs attention" card show?
Payees that are missing payment information, such as account details. Add the details yourself, or send the payee a request to enter their own information in Relay.
Do I still need to open a payee's details to pay them?
No. You can start a payment directly from the payee's row on the Payees page. You can still open the payee's details to review or edit their information before paying.
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