Resolve Some or All Batches Not Closing When Setting Up Auto Settle In Lighthouse Transaction Manager

What is causing this Issue?

The auto settle process will only occur if you have auto settle configured on the account with a time to settle the transactions. It will also only occur if there are eligible transactions sitting in current in Lighthouse Transaction Manager (LTM).

Auto Settle is triggered based on how it is configured by the Administrator in LTM > Settings > Auto Close settings.

Assuming Auto Settle is configured correctly, it is possible that, at the time Auto Settle was supposed to happen, there were no eligible transactions in LTM to be batched.

How do I resolve this Issue?

Scenario 1:

1. Log in to Lighthouse Transaction Manager and go to Current > View Transactions.
2. If transactions for the previous day are there with Tran Type of S, turn on the audit trail by going to Tools > User Preferences > Change Profile and check “Show audit trail." Click Apply.
3. Go back to Current > View Transactions and click on one of the invoice numbers.
4. Use the audit trail to determine what time the transaction became a sale.
   • If the transaction became a sale after the time Auto Settle is set to happen, this is why there is no batch in LTM.
     • This may require a separate investigation in the interface as to why the transactions weren’t submitted as sales by the allotted time.
     • You can either close the batch manually or wait for the next auto-settle.

Scenario 2:

Auto Settle will try to settle the transactions that are in the Current Transactions screen based on the admin's viewing options. 

• For example, if the Visa box is not checked in the viewing options, it will not appear in the current list. Thus they will not be included in the Auto Settle. 
• To correct this, all card types must be selected in the viewing options to allow proper batch generation to occur.
• Once enabled, you can either close the batch manually or wait for the next auto-settle.

Any issues found outside of the above two should be researched by our Support department.