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Manage expense settlements ​

Overview ​

This guide explains how settlement users complete expense settlement documents on the web and how timeout completion updates their status. Administrators configure cost synchronization and automatic settlement rules.

Before you begin ​

IMPORTANT

  • Confirm that the administrator has assigned the current employee account to the "Settlement Work Order" role; this role is used to grant the Complete Settlement operation permission.
  • Confirm that the expense settlement document to be processed has been generated.
  • Confirm with the administrator whether you currently use "Allow manual settlement only" or "Allow automatic settlement after timeout".
  • The source confirms only web support. It does not confirm whether settlement can be completed in the app.

Manually complete the expense settlement form ​

  1. Go to Service > Fee Settlement on the web side.
  2. In the list of expense settlement documents, open the settlement document that needs to be processed.
  3. Check the settlement record and current settlement status on the details page to confirm that this settlement can be completed.
  4. Select Complete Settlement.
  5. Return to the settlement document details and confirm that the Settlement Status has changed to Settled.

Automatic completion after timeout ​

If the administrator configures "Allow timeout to automatically complete settlement", the system starts counting from the time the expense settlement document is created, and automatically changes the settlement status to Settled N days after creation.

Continue monitoring pending settlement documents. The timeout starts at document creation, not at the settlement date or work order completion. Complete the document manually before the timeout when confirmation is required.

Expected results and validation ​

  • After manually selecting Settlement Complete, the settlement status of the current expense settlement document changes to Settled.
  • When timeout automatic completion is enabled, the system automatically changes the settlement status to Settled N days after the expense settlement document is created.
  • Completing settlement is a settlement status operation. The existing information does not indicate that this operation will simultaneously perform approval, invoicing, payment or reconciliation.

FAQ ​

There is no "Complete Settlement" operation on the details page. ​

Contact the administrator to check whether the current employee account has been assigned the "Settlement Work Order" role. The existing information only clarifies that this role controls the Complete Settlement operation permissions, and does not specify other viewing or editing permissions.

The settlement document is not completed at the expected time ​

First confirm with the administrator whether "Allow automatic completion of settlement after timeout" is enabled, and then check the settlement document creation time and configured number of days. The timeout period starts when the settlement document is created.

Can it be canceled after completing the settlement? ​

The existing information does not describe the cancellation, reversal or re-settlement of settled records. Before selecting Complete Settlement, you should check the settlement records first; if adjustments are needed, contact the administrator to confirm the current company's processing process.

Can I complete settlement in the app? ​

The existing information does not provide the App portal or operation steps, and this guide does not infer that the Web and App capabilities are consistent.