Xact Web Portal Settlement tutorials

11.07.2022

This page provides the tutorials for the Xact Web Portal Settlement module and the comparison turtorials between CreationOnline and Xact Web Portal for the Settlement module.

Xact Web Portal tutorials

How to analyse your settlement efficiency

How to obtain settlement predictions

How to query and create settlement instructions

How to check the status of a settlement instruction

How to release an instruction

How to query for allegements and create matching instructions

How to check the security balance

CreationOnline versus Xact Web Portal tutorials

How to create and release an instruction

How to cancel and modify an instruction

How to duplicate a settlement instruction

How to query settlement instructions using all parameters

How to upload multiple settlement instructions using File Upload Template