How to Settle Reimbursements and Money Requests

Navigating to the Settlements

Settlement of Reimbursements and Money Requests can only be done by Admin Users. 

1. Choose the Admin option from the Navigation bar at the top of the screen and select Settlements from the drop-down menu.
   
2. Choose Process Pending Reimbursements or Process Pending Money Request.
   

Settlement of Reimbursements and Money Requests

1. Choose the required Reimbursements/Money Requests to be settled by checking the checkbox against the document.
   
2. Click on the Process Selected button and choose the required payment method from the drop-down menu.
   

1. Fill in the password and click on Confirm & Proceed button to confirm the settlement.
   

1. Settled Money Request/Reimbursements will be available in the processing status until the transaction is completed.
   
2. Click on View Details to view the details of the settlement.
   

1. For settlements Outside Finly, the user can update the UTR details for the settlement against each report and click on Mark as Completed to complete the settlement.
   
2. UTR can be updated in bulk by using the Bulk Import UTR option available at the top of the screen.
   

1. All the completed settlements could be found under the completed tab in the settlements screen.
   

• Related Articles

• How to Create a Money Request

  Navigating to Money Request From the Dashboard, click on the Money Request option in the navigation bar on the top of the screen. Creating a Money Request Click on the New Request button to create a Report. After filling in the details such as Name, ...