Projections of Auto-Pay amounts on a monthly basis.

Amalia Reef

Does anyone know of a way to create a list or report of income expected from set-up Auto-Pays? We are trying to create an income projection (cash flow) report. I know this is a planned feature. I am wondering if anyone has found a work around in the meantime.

Terri Goon

@Amalia Reef
I use an Appeal of “Recurring” and the package is monthly, weekly or yearly. Then I created a report in NXT that shows just these recurring gifts.

Julia Meseck

This morning, we released the Projected income report and will be adding an option to view the amount remaining for each billing item soon. ?