Update payer data
To add or update payer information in your Yearli account, follow these steps:
- Log in to Yearli.
- Select Manage Payers and Recipients.
- To edit an existing payer, choose that payer from the Select Payer drop-down menu. To add a new payer, choose the Add Another Payer button.
- Enter the appropriate payer information as needed.
- Select the Save button.
Update recipient data
To add or update recipient information in your Yearli account, follow these steps:
- Log in to Yearli.
- Select Manage Payers and Recipients.
- Choose the payer the recipient belongs to from the Select Payer drop-down menu.
- Scroll down the page to the Recipient Information section.
- To edit an existing recipient, choose that recipient from the Select Recipient drop-down menu. To add a new recipient to this payer, choose the Add Another Recipient button.
- Enter the appropriate recipient information.
- Select the Save button.
Note: All changes made to payer and/or recipient information will apply to all forms that have not been submitted. This includes all forms currently added to Forms in Progress and Submit Forms areas of your account.