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Author Topic:   Editing Automatic Entries
jordonez
Member
posted 01-17-2001 02:23 PM     Click Here to See the Profile for jordonez     Edit/Delete Message
I created an automatic entry about a year ago. Since that creation some of the accounts in that entry are no longer needed. I just want to go into that entry and delete the unnecessary accounts and have the remaining accounts "move up" so to speak. I can't seem to get it to do that. If I do get it to delete the account, all account lines below the deleted account are erased also. I see an "insert" button and the "null" but nothing for what I need.

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Renee
Member
posted 01-17-2001 04:22 PM     Click Here to See the Profile for Renee   Click Here to Email Renee     Edit/Delete Message
We're talking about editing an automatic entry in Transactions | Automatic Entries.

You're right, there isn't a way to completely delete a single line of an automatic entry. You can "null" the entire thing or insert a line. In order to delete a line, you can do the following:

Null the entry and then re-do it without the unnecessary accounts. The advantage of this method is that the unnecessary accounts are completely gone.

Or: You can remove an line in an automatic entry by using the action code of 'Skip Entry'.
This can be done by the following steps:

  1. Blank out the account name.
  2. For the action code select 'Skip Entry'.
  3. Select OK to save the Automatic Entry.

The unnecessary account will not show up at all when you use this automatic entry in transaction activity. On the automatic entry screen, the line where the account used to appear will have a blank account and the action code "Skip Entry." You can't make the entire line on the Automatic Entries screen go away this way.

If you think that it would be important to improve this aspect of the program, please post it as a suggestion to the Recommended FN Program Enhancements forum.

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Renée Trudeau
Financial Navigator Service Provider

[This message has been edited by Renee (edited 01-18-2001).]

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