The Settlement Details Screen
When managing employee custodies, you may need to review the financial details of a settlement linked to a custody without affecting any invoices, accounts, or balances. The settlement details screen displays all data related to the settlement clearly, with the ability to view attachments and the activity log.
How to Access the Settlement Details Screen
Method 1 — From the Custody Record:
- Go to Employee Custody.
- Open the employee’s custody.
- Open the required custody using the View button.
- Navigate to the Settlements tab.
- Click on the settlement number.
Method 2 — From the Settlements List:
- Navigate to Settlements.
- Click the Actions button next to the required settlement.
- Select View.
You can also access it directly through: Employees → (Employee Name) → Custody Code → Settlements → Settlement Code.
This screen is only accessible to users who have the permission to manage settlements.
Available Actions Inside the Screen
Delete
- Only visible to users who have the delete permission.
- Deletion is not permitted if the settlement is closed.
Add Attachments
- You can upload one or more attachments.
- Files are saved within the attachments linked to the settlement.
If the settlement status is “Closed”: no new attachments can be added, all fields become read-only, and no data can be modified.
Viewing this screen does not affect journal entries or financial balances.
Details Tab
The screen displays settlement data divided into two main sections:
General Information
- Settlement Status: the current status (Open / Closed).
- Settlement Date: the date the settlement was executed.
- Settlement Type: defines how the settlement is processed within the system.
- Linked Account: the account used in the settlement.
- Created By: the user who created the settlement.
- Custody Reference: a direct link to the associated custody record.
Description and Attachments
- Description: explanatory text for the settlement (read-only).
- Attachments:
- Images (thumbnail preview with zoom capability).
- PDF files (view and open the file)
Activity Log Tab
This tab displays all actions performed on the settlement, such as:
- Creating the settlement.
- Modifying data.
- Adding or deleting attachments.
Each action is displayed with the username, date and time, and action details.
The activity log is read-only and cannot be edited or have any of its entries deleted.
تبويب سجل النشاط
يعرض هذا التبويب جميع العمليات التي تمت على التسوية، مثل:
- إنشاء التسوية
- تعديل البيانات
- إضافة أو حذف مرفقات
يتم عرض كل عملية مع:
- اسم المستخدم
- التاريخ والوقت
- تفاصيل الإجراء
ملاحظة:
سجل النشاط للقراءة فقط ولا يمكن تعديله أو حذف أي من محتوياته.