Setting Up and Managing Settlement Types
Settlement types are the categories used when recording employee custody settlements — such as expenses, clearances, or violations. You can add, edit, deactivate, and delete settlement types based on your business needs. This guide explains how to fully manage settlement types.
Part 1: Viewing the Settlement Types List
- From the main menu, click Finance.
- Click Finance Settings.
- Click the Settlement Types card.
The list displays all settlement types defined in the system and includes the following columns:
- Settlement Type Name
- Description
- Status: Active / Inactive
- Actions: View, Edit, Delete
Inactive settlement types are displayed with a distinct visual style to differentiate them from active ones. You can sort the list by settlement type name or creation date.
Part 2: Adding a New Settlement Type
- From the Settlement Types list, click the Add Settlement Type button.
- Enter the Settlement Type Name — must be unique. (Required)
- Enter a Description if you want to add further details. (Optional)
- Make sure the Status is set to Active so it appears in the selection lists when entering settlements.
- Click Save.
Once saved, the settlement type becomes immediately available in the Settlement Type dropdown when recording custody settlements.
Part 3: Viewing Settlement Type Details
- From the Settlement Types list, click the View icon next to the desired settlement type.
- A page will appear displaying all settlement type data in read-only mode:
- Settlement Type Name
- Description
- Status
From the view page, you can click Edit or Delete directly if you have the appropriate permissions, or click Back to return to the list.
Part 4: Editing a Settlement Type
- From the Settlement Types list, open the settlement type you want to edit.
- Click the Edit button.
- Update the settlement type name, description, or status as needed.
- Click Save.
If you change the status to Inactive, the settlement type will no longer appear in the selection lists when entering new settlements. Re-activating it will make it visible again.
Part 5: Deleting a Settlement Type
- From the Settlement Types list, open the settlement type you want to delete.
- Click the Delete button.
- A confirmation message will appear — click Yes to confirm and proceed.
A settlement type cannot be deleted if it is already used in recorded settlement entries. In this case, the following message will appear: “The settlement type cannot be deleted because it is linked to one or more settlements.” You can set its status to Inactive instead.
All deletions are automatically logged in the account’s Activity Log report, including the action details, the user who performed it, and the deletion date.