Settlement Manager - 16d
Purpose: Use this document as a reference for using the settlement manager in ctcLink
Audience: Settlement Manager, GL Accountant
Use the Settlement Manager to review all of the settlements from a central location. In addition, you can select a settlement category to review and approve settlements from the same page.
Navigation: Main Menu > Cash Management > Settlements > Settlement Manager
Using the Settlement Manager
- Setup your preferences by clicking the Preferences link in the right upper part of the screen.
- Use the Select Settlements link to access the Select Settlements page and view which settlements are available for selection. Refer to the QRG - Selecting Settlements for instructions.
- Use the Approve Settlements link to access the Approve Settlements page and view which settlements are coming up for approval. Refer to the QRG – Manually Approving Settlements for instructions.
- Use the Dispatch Payments link to access the Payment Dispatch page. Refer to the QRG – Dispatching Payments for instructions.Use the Review Settlements link to access the Review Settlements page and review settlement information.