--- title: Upcoming Changes to Your Payee Profile description: An update of changes being made to payee accounts. --- [Skip to content](https://help.paymentworks.com/knowledge-base/upcoming-changes-to-your-payee-profile#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en) 3. [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) # Upcoming Changes to Your Payee Profile ## Starting in June 2026, PaymentWorks is introducing improvements to how you manage your profile. These updates are designed to: - Reduce repetitive data entry - Make it easier to keep your information accurate - Speed up onboarding with new customers - Give you more control over how your data is shared This article explains what’s changing and how to navigate the updated experience. --- #### **What You’ll Notice** ### **1. A Central “Payee Profile” for your Information** Your Payee Profile is now the primary place to manage your information, including: - Tax information and forms - Business details - Bank accounts - Remit addresses - Purchase order (PO) delivery methods - Insurance documents You’ll maintain this information in one place and use it across your customers. *Learn more:* [Understanding Your Payee Profile](https://help.paymentworks.com/knowledge-base/understanding-your-payee-profile?hsLang=en) --- ### **2. Share Information Instead of Re-entering It** You’ll store information in your Payee Profile and choose what to share with each customer. For example: - Bank accounts are shared through remittance addresses - Addresses can be shared with one or multiple customers - PO delivery methods are selected per customer *Learn more:* [Connecting With Customers](https://help.paymentworks.com/knowledge-base/how-to-use-quick-connect-to-connect-with-customers?hsLang=en) --- ### **3. Some Updates Apply Automatically** If you update information that is already shared, customers will receive those updates automatically. - Insurance Certificates → apply to all connected customers - Shared bank account/remit address → updates apply to whom it’s shared - Payment Method, Conflict of interest and Additional information questions →managed per customer.  *Learn more:* [Payee Profile vs Customer Specific Updates](https://help.paymentworks.com/knowledge-base/where-to-update-your-information-payee-profile-vs.-customer-table?hsLang=en) --- ### **4. Profile vs Customer-Specific Information** You’ll now manage information in two places: **Payee Profile (Reusable Information)** - Legal name, tax ID, tax forms - Bank accounts - Remit addresses - Insurance - PO delivery methods **Customer Table (Customer-Specific Information)** - Payment method selections - Conflict of interest - Customer-specific PO selections - Additional required fields *Learn more:* [Understanding Your Customer Table](https://help.paymentworks.com/knowledge-base/understanding-your-customer-table?hsLang=en) --- ### **5. Faster Connections Using “Quick Connect”** When connecting with a customer: - Your saved profile information is reused - You select what to share - You complete only customer-specific questions This reduces onboarding time, especially if you work with multiple organizations. *Learn more:* [Using Quick Connect to Connect with Customers](https://help.paymentworks.com/knowledge-base/how-to-use-quick-connect-to-connect-with-customers?hsLang=en) --- #### **What You Should Do** ### **When Connecting With a New Customer** 1. Go to your **Customer Table** 2. Select **Connect** 3. If this is your first time in PaymentWorks we will guide you through the profile creation process.  4. If you already have a profile - Use Quick Connect to submit your connection --- ### **When Updating Your Information** Go to: **My Payee Profile** From there, you can: - Add or update bank accounts - Manage and share remit addresses with connections - Upload/update insurance certificates - Update PO delivery methods --- ### **If a Customer Requests Changes** - Review the message from the customer - Update: - **Payee Profile** (for global information), or - **Customer Table** (for customer-specific fields) - Resubmit from your Customer Table --- #### **Practical Tips** - Keep your Payee Profile accurate. It’s your source of truth. - Double-check what you share, especially for banking and addresses - Make updates in the right place: - Profile issue → *My Payee Profile* - Customer request → *Customer Table* - Expect some variation — some customers may still require additional fields --- Payee Frequently Asked Questions - [Payee FAQs](https://help.paymentworks.com/knowledge-base/payee-profile-frequently-asked-questions-faqs-?hsLang=en) - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks