The Auto Processing Forecast Report is a powerful tool that allows you to preview what transactions will process on a given day for your current Open invoices.
To view the Auto Processing Forecast Report, click on "Transactions> Auto Processing Forecast Report".
You can use this report to:
- Preview what will happen and find any potential issues prior to your Auto Processing run.
- Help understand why a transaction did not process on a previous Auto Processing run.
The report will show all the requirements that are and are not met for each invoice.
The three requirements that need to be met in order for Auto Processing to run on an invoice are:
1. Is the Due Date of the invoice met?
2. Is Auto Processing enabled for the customer?
3. Does the customer have an enabled Payment Profile saved in Benji Pays?
Note: Auto Processing needs to be enabled at the Company level(the main switch) for Auto Processing to run.To enable Auto Processing (main switch), click "Settings>Company Settings", scroll down to the section titled "Auto Processing Settings" and click the toggle on to enable Auto Processing. Then click "Save Auto Processing Settings".
You can click the "+" on any row to view more details. If you have a green checkmark in the "Will Process" column, then that invoice will be processed on the date you have selected.
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