{"id":137337,"date":"2026-05-06T08:53:52","date_gmt":"2026-05-06T08:53:52","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b9%d8%af%d8%a7%d8%af-%d8%a3%d9%86%d9%88%d8%a7%d8%b9-%d8%a7%d9%84%d8%aa%d8%b3%d9%88%d9%8a%d8%a9-%d9%88%d8%a5%d8%af%d8%a7%d8%b1%d8%aa%d9%87%d8%a7\/"},"modified":"2026-05-20T06:18:14","modified_gmt":"2026-05-20T06:18:14","slug":"setting-up-and-managing-settlement-types","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/setting-up-and-managing-settlement-types\/","title":{"rendered":"Setting Up and Managing Settlement Types"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

Settlement types are the categories used when recording employee custody settlements \u2014 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.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Part 1: Viewing the Settlement Types List” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1778759816044{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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  1. From the main menu, click Finance<\/strong>.<\/li>\n
  2. Click Finance Settings<\/strong>.<\/li>\n
  3. Click the Settlement Types<\/strong> card.<\/li>\n<\/ol>\n

    The list displays all settlement types defined in the system and includes the following columns:<\/p>\n

      \n
    • Settlement Type Name<\/strong><\/li>\n
    • Description<\/strong><\/li>\n
    • Status:<\/strong> Active \/ Inactive<\/li>\n
    • Actions:<\/strong> View, Edit, Delete<\/li>\n<\/ul>\n

      [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

      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.<\/p>\n

      [\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Part 2: Adding a New Settlement Type” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1778759902434{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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      1. From the Settlement Types list, click the Add Settlement Type<\/strong> button.<\/li>\n
      2. Enter the Settlement Type Name<\/strong> \u2014 must be unique. (Required)<\/em><\/li>\n
      3. Enter a Description<\/strong> if you want to add further details. (Optional)<\/em><\/li>\n
      4. Make sure the Status<\/strong> is set to Active<\/strong> so it appears in the selection lists when entering settlements.<\/li>\n
      5. Click Save<\/strong>.<\/li>\n<\/ol>\n

        [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

        Once saved, the settlement type becomes immediately available in the Settlement Type<\/strong> dropdown when recording custody settlements.<\/p>\n

        [\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Part 3: Viewing Settlement Type Details” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1778759991976{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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        1. From the Settlement Types list, click the View<\/strong> icon next to the desired settlement type.<\/li>\n
        2. A page will appear displaying all settlement type data in read-only mode:\n
            \n
          • Settlement Type Name<\/li>\n
          • Description<\/li>\n
          • Status<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

            [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

            From the view page, you can click Edit<\/strong> or Delete<\/strong> directly if you have the appropriate permissions, or click Back<\/strong> to return to the list.<\/p>\n

            [\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Part 4: Editing a Settlement Type” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1778760119432{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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            1. From the Settlement Types list, open the settlement type you want to edit.<\/li>\n
            2. Click the Edit<\/strong> button.<\/li>\n
            3. Update the settlement type name, description, or status as needed.<\/li>\n
            4. Click Save<\/strong>.<\/li>\n<\/ol>\n
              \n

              \n<\/blockquote>\n

              [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"[\/vc_column_text][vc_column_text]\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

              If you change the status to Inactive<\/strong>, the settlement type will no longer appear in the selection lists when entering new settlements. Re-activating it will make it visible again.<\/p>\n

              [\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Part 5: Deleting a Settlement Type” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1778760297725{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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              • From the Settlement Types list, open the settlement type you want to delete.<\/li>\n
              • Click the Delete<\/strong> button.<\/li>\n
              • A confirmation message will appear \u2014 click Yes<\/strong> to confirm and proceed.<\/li>\n<\/ul>\n

                [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"[\/vc_column_text][vc_column_text]\"\"[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” icon_fontawesome=”fas fa-exclamation-triangle”]<\/p>\n

                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.”<\/em> You can set its status to Inactive<\/strong> instead.<\/p>\n

                [\/vc_message][vc_column_text]\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

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                All deletions are automatically logged in the account’s Activity Log<\/strong> report, including the action details, the user who performed it, and the deletion date.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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                [\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2118,2108,9541,9599],"tags":[],"class_list":["post-137337","user_manual","type-user_manual","status-publish","hentry","category-finance","category-accounting","category-employee-custody","category-finance-settings"],"yoast_head":"\nSetting Up and Managing Settlement Types - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/setting-up-and-managing-settlement-types\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Up and Managing Settlement Types - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] Settlement types are the categories used when recording employee custody settlements \u2014 such as expenses, clearances, or violations. 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