Settlements
Review payout bundles from payment providers including gross, fees, net, and match context.
What You Can Do
- Filter payouts by provider and inspect status.
- Review charge, fee, and refund composition within each settlement.
- Use match explanations where available to understand assignment logic.
Workflow Notes
- Settlement quality depends on integration connection and sync health.
- Use settlement review as part of period-end validation.
Related Features
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Connect payment, banking, time, and storage services with transparent maturity labels.
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Export operational and advisor-ready files across analysis, invoices, and account data workflows.
OpenClosing
Complete month-end with checklist discipline, approval handoff, and controlled locking.
Open