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How to Create Settlements

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  1. Go to the Action menu then SettlementsCreate Settlements

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  2. If this is the first time you are creating settlements in the Operations App, you will be asked to select a date as a starting point. It is recommended to leave the default date "1/1/1999". Changing the date could cause a settlement number of -1.

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  2. Make sure all fields are filled out in the Create Settlements form.

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Create Settlements Form

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CXTU Courses/Lessons

  • Accounting Role Training: Invoices & Settlements

  • On-Boarding Training: Human Resources & Drivers

  • Routes & Distribution - : Route Driver Pay

  • Orders Course: Driver Settlements