Viewing a Settlement Type
You can view the details of any settlement type in read-only mode before taking any action on it. This article explains how to access the view screen and the data available within it.
Before You Begin
- You must have the permission to manage settlement types in order to access this screen.
- This screen is for viewing only — no field can be edited directly from here.
Steps to View a Settlement Type
- From the main menu, click Finance.
- Select Finance Settings.
- Click the Settlement Types card.
- Search for the settlement type you want to view.
- Click the View icon next to it.
Data Displayed
The screen displays all settlement type data in read-only mode, including:
- Settlement Type Name
- Description
- Status: Active / Inactive
Available Actions from the View Screen
- Edit: Only visible to users who have the permission to edit settlement types.
- Delete: Only visible to users who have the permission to delete settlement types.
- Back: Returns you to the settlement types list.
Viewing the details of a settlement type does not affect any settlement records linked to it.