9.2 Using the Settlement Manager

Purpose: Use this document as a reference for using the Settlement Manager in ctcLink.

Audience: Settlement Manager, GL Accountant

Using the Settlement Manager

Navigation:  NavBar > Navigator > Cash Management > Settlements > Settlement Manager

Use the Settlement Manager to review and manage all settlement activity from a central location. In addition, you can select a settlement category to review and approve settlements from the same page.

  1. The Settlement Manager page displays.
  2. Set up your preferences by selecting Preferences in the upper right area of the page.
  1. The Settlement Manager Preferences page displays.
  2. Enter your preferences, then select OK.
Settlement Manager Preferences page
  1. The Settlement Manager Preferences page disappears.  The Settlement Manager page displays.
  2. Use the Show Data list to choose whether to view data for today, the last 7 days, the next 7 days, the last 30 days, or the next 30 days.
  3. Select the Select Settlements link to access the Select Settlements page and view which settlements are available for selection. Refer to the Select Settlements QRG for further instructions.
  4. Select the Approve Settlements link to access the Approve Settlements page and view which settlements are coming up for approval. Refer to the Approve Settlements QRG for further instructions.
  5. Select the Dispatch Payments link to access the Payment Dispatch page. Refer to the Process Payment Dispatch QRG for further instructions.
  6. Select the Review Settlements link to access the Review Settlements page and review settlement information.  Refer to the Review Settlements QRG for further instructions.
  1. Process complete.