What is the Transaction Locking Mechanism in the Settlements module?

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• What is the Settlements module?

  The Settlement module is a centralized Settlement Reporting System that automates the calculation of the Net Settlement Amount between the Enterprise and individual Charge Point Operators (CPOs). It combines Session Revenues and Contract Expenses ...

• How does the system ensure data integrity for settlement reports?

  The Settlement module uses a strict Transaction Locking Mechanism. Once transactions are included in a settled settlement report, they are marked as “Settled” and excluded from all future settlement calculations. The system also generates granular, ...

• What is stored in a Transaction Record in the ledger?

  A Transaction Record includes: Basic Info: Company Name, Transaction Date, Type (Revenue | Expense), Origin (Session) References: Transaction ID Financials: Amount, Currency (GBP)

• How do I navigate from the ledger to transaction details?

  You can click any transaction row to view details.

• Can I generate a PDF invoice for a transaction?

  Yes. The system must provide an immediate function to generate a VAT-compliant PDF Invoice for any finalized transaction.