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Comment: Article update

This KnowledgeBase article reviews how to cancel settlements for delivery personnel. The term "settlement" refers to the document provided to delivery personnel that details their pay, ie: "Settlement Report." "Settlement" in general also refers to the entire process of paying delivery personnel, ie: "Settling with delivery personnel" or the "Settlement process." Canceling a settlement "un-settles" all transactions in a settlement and allows the transactions to be edited. Pay transactions that are canceled must be settled again to pay the delivery personneldriver.

Canceling settlements is performed by opening the "Action" menu, navigating to "Settlement" and selecting "Cancel Settlements."

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How to Cancel Settlements

After "Cancel Settlements" menu selection is selected as described above, the "Cancel Settlements" window displays.

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Settlements are easily canceled by highlighting settlement batch to cancel, then pressing the "Cancel Settlements" button or using the "Alt-S" hot-key.  If a batch is selected for cancelation that is not the latest batch.  

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Understand that the message details what happens when a settlement batch is canceled that is not the latest batch.  The result is that unsettled transactions are in between settled transactions and may be combined with new settlement transactions.  Combining settlements may not necessary be a problem however.  The canceled settlement can be rerun if the specific date range selections are used to capture just those transactions.  Press "Yes" to continue or "No" to stop.

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The notification is the standard cancelation warning that always appears.  Press "OK" to continue or "Cancel" to stop the cancelation process. 

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How to Cancel Settlements

Warning

This cannot be undone.


  1. From the top menu go to Action > Settlements > Cancel Settlements. 

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  2. Select the settlement(s) you would like to cancel. 

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  3. Click the Cancel Settlements button. 
Tip

Quick Tip: A warning will pop up if the selected batch is not the last settled batch letting you know that the canceled settlements may be combined with newer settlement transactions when rerun.