About this report
The Auto Processing Forecast Report lets you preview which transactions are expected to process on a selected day for your current open invoices.
Use the report to identify potential issues before an Auto Processing run or to help understand why a transaction did not process during a previous run.
Open the report
Navigate to: Transactions > Auto Processing Forecast Report.
Processing requirements
For each invoice, the report shows which requirements are met and which require attention. The following three requirements must be met for Auto Processing to run:
- Invoice due date: The invoice due date is met.
- Customer setting: Auto Processing is enabled for the customer.
- Payment profile: The payment profile toggle is enabled to enrol the customer in Auto Processing.
Confirm the company-level setting
IMPORTANT: Auto Processing must also be enabled at the company level before it can process invoices.
To enable the main Auto Processing setting, go to Settings > Company Settings, scroll to Auto Processing Settings, turn on Auto Processing, and select Save Auto Processing Settings.
Review the forecast
Review the forecasted invoices and their results for the date you selected.
Select the + on any row to view more details. A green checkmark in the Will Process column means that invoice is expected to be processed on its due date.
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