Expense Settlement

Fees Settlement helps companies reconcile and process costs incurred during service management.

Work Order Fee Sync

• Use Work Order fee sync rules to automatically add related fees into a Work Order when creating related business records. For example, when adding a “Parts consumption detail,” the system automatically creates a Work Order fee record of type “Work Order Parts.”

Automatic Settlement

• Settlement target — Role: Select a fixed settlement Role within the company. On the settlement date, the system dynamically generates settlement statements for the current users assigned to that Role.
• Settlement target — Employee: Select a fixed settlement employee account within the company.
• Settlement target — Service Implementer: Select a specific partner company as the settlement target.
• Settlement cycle — Fixed monthly date: Choose a date on the calendar to generate settlement statements monthly on that date.
• Settlement cycle — Fixed interval: Specify a fixed interval (for example, every 7 days starting from a given date). This is ideal for daily or weekly settlement scenarios.
• You can choose either a fixed monthly date or a fixed interval to schedule recurring generation of settlement statements.

picture coming soon:

picture coming soon:

Timeout Completion of Settlement

• After a Fees Settlement record is created, you must change its Settlement Status to complete the settlement. The system provides a lightweight completion workflow. A settlement can be completed manually only, or you can set a timeout for automatic completion: after the specified number of days from creation, the system automatically marks the settlement as Completed.
• Manual-only completion: Users must open the Fees Settlement detail page and click the “Complete Settlement” button to finalize.
• Allow timeout auto-completion: Specify a number of days; after N days from creation, the system automatically updates the Fees Settlement Status to Completed.

picture coming soon:

Settlement Role Assignment

• Assign employee accounts that need permission to “Complete Settlement” to the “Settlement Work Order” Role. Members of that Role will have the “Complete Settlement” permission.

picture coming soon: