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.
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. 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.
Step 1 : Log in to Benji Pays.
2. Click on Reports in the blue menu to the left of the screen.
3. Select Auto Processing Forecast Report.
*Please note: The date in the report is always set to the following day. You can change this date to view different report dates*.
You can also download the CSV file for any report you choose by clicking Download CSV.
You can also view the invoice by clicking on the invoice number or click on the customer name to view the customer information if needed.
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