# Settlement

## **Getting Started**

You can access settlement history by following these steps:

1. On transaction page, click **Settlement**.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2Fbq8lB10QFFpsI3MlTEeV%2F2024-03-20_09-56-08.png?alt=media&#x26;token=933306d8-ae11-478c-ab46-ecc01de5a923" alt="" width="503"><figcaption></figcaption></figure>

2. As default, it will show Settlement history of today, if none it will show "No result found".

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2Fot9pyjogq5QNpe6bzXAk%2F2024-03-20_09-55-38.png?alt=media&#x26;token=e3060d4d-829b-4af8-a8aa-3887f62cd4f7" alt=""><figcaption></figcaption></figure>

## Search Settlement History

You can search settlement history in 3 ways, including:&#x20;

* by Transaction Date
* by Bill No
* by Transaction ID

### Search by Transaction Date

1. **Choose date range,** on Settlement Date.
2. Then click **Apply.**

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FNZObTG3M3V75vg6Yksdz%2F2024-03-21_14-53-36.png?alt=media&#x26;token=60d8e767-dc52-46ee-8c17-fd029cf5013d" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
Date can be selected **maximum in 7 days range.**
{% endhint %}

3. Next, click **Search** to show the data.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FU94t5fegGzQRRUZ1g8CH%2F2024-03-21_14-54-59.png?alt=media&#x26;token=721129e8-c42d-45ec-b815-9043a0b8b54e" alt="" width="563"><figcaption></figcaption></figure>

### Search by Bill No

1. **Input Bill No.**
2. Click **Search**, to show the data.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FznfZ9K0EzpXjFj5CXKbE%2F2024-03-21_14-57-09.png?alt=media&#x26;token=a6cd06b3-b5a4-47b2-ad76-ffe2878b8b45" alt="" width="563"><figcaption></figcaption></figure>

### Search by Transaction ID

1. **Input Transaction ID.**
2. Click **Search,** to show the data.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FqxnUpzqFwrhOvMWdY0MI%2F2024-03-21_15-03-18.png?alt=media&#x26;token=5ef1e7cf-7910-4d7e-8463-a067452c417e" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}

* When you click **Clear Value,** it will clear the search result, and then show today's transaction history.
* If you haven't selected a specific Transaction Date, as default it will show today's transaction.
  {% endhint %}

## Filtering Settlement Transaction History

You can filter the Settlement Transaction History in two ways from the header row.

* You can **input the keyword** based on the data that you want to sho&#x77;**,** then click **Enter.**

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FYSZXvorPZ1pe7FjCW1zV%2F2024-03-20_16-36-47.png?alt=media&#x26;token=b40cd0fc-b56f-47ea-8699-9d939c63da4e" alt=""><figcaption></figcaption></figure>

* You can also **click the dropdown button, choose one from the options.**

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2F4hqifj214k4AiH3qsjIq%2F2024-03-20_16-34-33.png?alt=media&#x26;token=ffcec0e7-584d-4768-bb49-9c3538fb5979" alt=""><figcaption></figcaption></figure>

## Show Columns

You can specify which column that you want to show on your history list.

1. **Click Columns** dropdown button.
2. **Checklist columns name** that you want to show.
3. Click **Apply**.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FY5gdRy83j0PrnxdYjyVG%2F2024-03-21_15-05-30.png?alt=media&#x26;token=c71b6019-9fb0-4090-b726-c291a0abac1b" alt=""><figcaption></figcaption></figure>

## Export Settlement to Excel/CSV

You can export Debit Transaction history  to excel/CSV format, as follows:

1. Click button **Export**, on the bottom page, select one of the options.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FRff9DZFErqssi57aAl6X%2F2024-08-27_11-08-36.png?alt=media&#x26;token=730cadc1-24d3-40dd-a9c6-2e257be0f3fc" alt="" width="122"><figcaption></figcaption></figure>
