To see an overview of your settlements in the Dashboard, you must have the Transaction Breakdown Report and Financial Actions by Payout Report enabled for your account. If you cannot access the reports, contact your account manager or request support to request enablement.
If the reports are enabled, you must have one of the following user roles to view them:
- Admin
- A custom role with the
View and search for settlementspermission
Follow these steps:
- Sign in to the Dashboard.
- Go to Business account > Settlements.
You can see the list of settlements along with their statuses. Find the settlement you're looking for and use the settlement status to understand where the settlement is in the process.
The Payout date indicates when the settlement is expected to be paid out.
If you do not see the settlement you're looking for, that indicates that it has not been generated yet.
To view the details of a specific settlement, you must have one of the following user roles:
- Admin
- A custom role with the
View settlements details and download the transaction breakdown reportpermission
Search the settlements overview using the settlement ID and select the relevant settlement to open the _Settlement details _page.
To see an overview of upcoming settlements, use the Payouts Report.
Check the report time zone
Regardless of the time zone displayed on the Dashboard, settlement reports are generated in UTC, unless you've configured a settlement time zone on your account. The report file name always reflects the UTC date the report was generated.
If you're searching for a settlement by date in a report, check the dates either side of your search before you conclude that a settlement is missing. For example, due to the settlement time zone difference, a settlement you might be searching for on the 15th of August may appear in a report on the 14th or 16th.
To align your reports with your local time zone, see Update settlement time zone. For the effect this has on each report, see Impact of settlement time zone change on Dashboard reports.
Gross settlements
If you use gross settlement and cannot find a settlement in the Dashboard or in your reports, contact your account manager or request support. Provide the amount, currency, and the date range you expected it in.