Each time you add a new payee you can set up an automatic entry manually, or the system will do that for you during transaction entry.

To change the automatic entry:

1. Select Transactions | Automatic Entries.
2. Select payee or payor in question from the drop down menu.
3. Select Change name command button when the automatic entry screen is displayed.
4. Locate the "type" box on the right side of the screen.
5. Select payee, payor, or payee/payor depending on whether you want a credit, debit, or the ability to have both in your automatic entry.
6. Select OK command button
7. Select Cancel command button.

If your payee is sometimes also a payor, then you want to select the payee/payor option. Then the system will allow you to enter a deposit OR a charge on transaction entry.

You may wish to set up a different payee or payor name for each type of transaction. (i.e. Blue Cross/Insurance pmt - payee and Blue Cross/Med reimburse - payor.) If you use the same name as a payee and a payor it is easier to keep track of them if you either change the name slightly or add an identifier.

See onscreen Help topic - Payees and payors: For/from identifiers for more information on setting up payee and payors.