Settlement Report
Last updated
Last updated
Your settlement report can be sent to you via email, SFTP, or both. You can manage the settlement report settings by following the steps below:
Log in to DOKU Dashboard, and then access the side navigation bar
Select Settings from the menu
Settings page will appear. Under Finance Settings section, select Settlement
Settlement Configuration page will appear where you can either choose to receive the settlement report by email, SFTP, or both by ticking the Notification Destination checkbox Note: For settlement report via SFTP, please contact your account manager or DOKU Care for the network setup
Click SUBMIT to save, and your settings will be effective for the next settlement batch.
Your settlement report is sent to you automatically every time a settlement takes place. You are not required to retrieve the settlement report from the dashboard.
You can find and view all your settlement reports by following the steps below:
Log in to DOKU Dashboard, and then access the side navigation bar
Select Reports from the menu, then choose Settlements
Settlement Report page will appear, then click the ellipsis icon based on your choice of settlement batch, and select Detail
A pop-up box will appear that displays all the details of the selected settlement report
If you cannot locate a particular settlement batch report and wish to have the report sent to you again, you can do so by following the steps below:
Log in to DOKU Dashboard, and then access the side navigation bar
Select Reports from the menu, then choose Settlements
The settlement batch report will be sent to you either by email or SFTP, based on your settlement configuration.
Settlement Report page will appear, then click the ellipsis icon based on your choice of settlement batch, and select Resend Report
