The Settlements Report shows settlement information for open, entered and voided primary settlements as well as deferred settlements for a location.

This report shows the location name, location number, settlement number, settlement work date and amount.

Generating the Settlements Report

From the main menu bar, select Tools > Management Functions > Settlements Report. The Print Preview screen displays.

Click the Search button to populate a list of all outstanding settlements for the location.

 

To refine the search use the following buttons on the tool bar

  Click the drop down next to the Settlement Status button and select a type of settlement to generate (entered, open, void), then click the Search button. This will list only that type of settlement.

  Click the drop down next to Settlement Type button and select the settlement type (CSC/On-Line Agent or Deferred) to generate the .

 

Click the Clear button to clear the Settlement Status and Settlement Type.

Click the Print button to print the report.

Click the Close to close the window.