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

Important: Enabling Auto Settle for specific days of the week from the Transaction Manager option was removed for non ZZZ Admin users. Instead, it was defaulted to ON for all days, and the merchant can only configure what time they want Auto Settle to run. This eliminates the possibility of an employee, or the merchant themselves, accidentally misconfiguring a day (or more) and therefore delaying funds.

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 eligible transactions are currently sitting in Transaction Manager.

Auto Settle is triggered based on how it is configured by the Administrator in Transaction Manager. Go to 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 Transaction Manager to be batched.

How do I resolve this Issue?

Scenario 1:

1. Log in to 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 when 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 Transaction Manager.
     • 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.