Once a transaction has been captured you can Settle a Batch of transactions - this is normally completed at the end of the day’s processing. Select the “Settlement” tab in the top navigation bar.
This will take you to the Settlement home page, where you can begin the process of settling a batch of transactions.
Step 1.
Select "Settlement" from the left-hand menu bar. You will be taken to the Settlement screen.
Step 2.
You will be shown a screen displaying the open batch that is available to be settled (containing all the captured transactions since the last batch was settled.)
To settle this batch click the "Settle Now" button.
Step 1.
You will see that status of the batch is now pending for settlement. Select "Settlement History Selection" from the left-hand menu bar.
Step 2.
You now have the option to search your Settlements by date. Enter today’s date into the "Search by Date Range" field and click the “Search” Button.
Step 3.
You will now be presented with a Settlement list screen indicating the status of the settled batch.
If the status is "OK", your batch has now been settled.
If the status is not returned as "OK" you will need to contact your local American Express office (the contact details for which have been provided in your initial access information email).
