Update Status of Settlement Offer

How to change the status of an accepted offer in the Settlement tab.

• Go to the Settlement Tab.

• Navigate to the Settlement Proceeds section.
• Locate the accepted offer for which you want to update the status.
• Click on the arrow at the end of the desired status’ row.
• Choose  Edit Accept Offer.

• A pop-up window will appear.
• Select the desired status from the drop-down menu.
• Click Save at the bottom right of the pop-up window. 

• The changes will be reflected. The status will determine where the offer appears on the settlement management screen.