Overview
New Agent Settlement Management Navigation
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This overview explains how Atlas agents can navigate and use the Canada Settlement Management tool within AtlasNet to manage financial settlements efficiently.
Accessing the Tool:
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Click Applications → Finance → Canada Settlement Management.
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Use the star icon (blue) to mark the tool as a favourite for quicker access.
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Click the i button to display your address.
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If your agent code is not populated, type it in and click Submit.
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Click the b button to view all branches for your agency.
Selecting a Status:
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Current Settlement: Displays documents identified for the next settlement.
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In Process Settlement: Used on settlement day to show documents being included in the settlement.
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Pending Settlement: Displays documents on hold for future deduct dates.
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Historical Settlements: Displays all past settlements.
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To select a prior settlement, type the settlement date or click the date icon (available dates are bolded), then click Submit.
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Additional Reports:
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RADS Daily Settlement Summary: Shows items rated on the current day; results appear the following morning.
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Shipments Not Billed by Status Report: Generates financial reports by date range and lists shipments not yet billed.
Exporting to Excel:
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Change the “To Screen” option to Excel.
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Click Submit to export the data for further analysis.
Key Message:
Canada Settlement Management allows agents to track current, pending, and historical settlements efficiently, review daily financial summaries, and export reports for accurate financial management.
