We have found that version 8.0.2 does not allow us to delete the automatic entry this way. What are we doing wrong?

Note, we need to change the payor/payee automatic entry because we added the payor/payee through transaction entry. When you add a payor/payee in this manner, it automatically assumes that all subsequent use of the payor/payee is to the same account. This is not always true for our office.

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Originally posted by Margaret Miles:
After we select transactions, change payor/payee ....

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The closest thing to that is Transactions | Change or Delete Payee/Payor Name. That is not the way you normally would edit an Automatic Entry.

I tried to duplicate what you're experiencing and didn't have a problem. Since I'm not entirely clear on exactly what you're doing, let me tell you what I did. Please try these steps and if it still doesn't work, please post again and explain exactly what you did and what did not work.

I took your post to mean that you:

1. Select Transactions | Change or Delete Payee/Payor Name, then
   
2. Select the payee you wish to change, then
   
3. Select the Automatic Entries command button, then
   
4. Select the Null command button.
   
5. When I did this, the system then asked "Are these changes correct?"
   
6. Select Yes, and the automatic entry is nullified.
   

Although the steps I describe above do work, it's not the easiest way. Here's how to properly nullify a payee/payor.

1. Select Transactions | Automatic Entries, then
   
2. Select the payee you wish to change, then
   
3. Select the Null command button.
   
4. Te system then asks "Are these changes correct?"
   
5. Select Yes, and the automatic entry is nullified. This means that the payee/payor still exists, but there is no automatic entry associated with it.
   

When you are on the transaction with the payee that is using a different account every time, select Tools | Null Auto Entry.
When the transaction is updated, the payee will have the Automatic Entries cleared.
Next time that payee is used, then it will prompt you for an account.