The Low Balance Forecaster Report allows you to easily identify which client's upcoming settlement payments will draw the balance negative.
Location: Reports Tab > Low Balance Forecaster (available in the drop down menu on the navigation bar)
First go to the top of the report table and enter the number of days ahead you wish the report to check. In the example we are looking as far as 5 days ahead for client's who's settlement payments will draw the balance negative.
Now viewing the report table the "Balance On Date" is the predicted balance after all account activity including the settlement payment (red). The client's current balance is also displayed (orange).
You will now want to setup a Account to Client transfer to cover the balance. Click on the "Advance" button in the final column of the report table on the corresponding transaction to open the layover window to setup the advance.
Now set the advance (the "to Contact" will automatically be added). Make sure to set a recoup date for the transfer back to the "From Account". Click save to have a transfer set and the balance covered.