Auto Processing Forecast Report

Modified on Fri, 08 Sep 2023 at 01:12 PM

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:

  1. Preview what will happen and find any potential issues prior to your Auto Processing run.
  2. 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.

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