Closing the settlement month

The Settlements page shows what each mechanic is owed for the chosen month under their rule.

The month view

• Switch months with the arrows. An open month can still change, as jobs are still being collected and corrected.
• Click a mechanic to see the lines behind their total.
• Add a bonus or a correction with Add line. A negative amount lowers the settlement.
• If someone shows No rule, give them a rule on their page in Team.

Closing the month

1. After the month ends, check the totals.
2. Click Close month and confirm.

The amounts are frozen, and mechanics who see their settlement get a notification. Later changes go in as corrections to the next open month.

Export and statement

• Export CSV and Export XLSX download every mechanic's settlement, for your accountant for example.
• The Statement on a mechanic's page is a summary the mechanic can invoice from. It isn't an invoice.

Note Settlements are being extended right now, so this view may still change.