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Settlements Sent Overview page

How the Settlements Sent Overview page works

Written by Donna Walker

This help article explains how to use the Settlement Sent Overview feature from the Link My Books accountant dashboard.

We’ve introduced a simple way to check the progress of your ecommerce bookkeeping.

With the new Settlements Sent Overview page you can easily see:

  • The end date of the latest settlement showing in Link My Books for each marketplace

  • The end date of the latest settlement you have sent to your bookkeeping system for each marketplace

This should help to ensure all the relevant data for each month has been received into Link My Books and sent to your bookkeeping platform before your accountant or bookkeeper starts their month end work.

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