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Status Under Consideration
Created by Guest
Created on Mar 28, 2025

Recurring Invoices - Admin Report on failed recurring's

Have an admin report available to run across all (or specific) clients across the firm to see what recurring's failed to generate for a specific time, as well as what the reason was. This is so that the firm can audit and be assured that all recurring's were generated, and can fix any issues (example: missed workflows for release, a bank was closed, etc.).

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