3. Settlement Statements

Video Overview: Settlement Statements

Select Settlement Statements in the left column.

From this screen you can search for specific settlement statements by date or by Vendor, or you have the option to Create Settlements in the top right corner.

Filter by Vendor and Job and select the tickets that you want included in the Settlement Statement by checking the small box on the left beside each ticket.

Once all tickets are checked, select Preview Statements.  Here you’ll need to select a date and then check the boxes for the Vendors that you want to Create Statements for and then select Create Statements.

Here you’ll be able to filter by Vendor again, check the appropriate box for the Vendor and Date you want and choose whether you want to Print or Email the Settlement Statement.  When you select Email the Settlement Statement will be sent immediately.