--- title: "Using the Settlements and Payouts lists" description: "How to use the Settlements and Payouts lists: statuses, filters, row and bulk actions, and the settlement page." url: https://docs.taxomate.com/en/articles/12005997-using-the-settlements-and-payouts-lists collection: "Navigating Taxomate" updated: 2026-11-07 language: en --- # Using the Settlements and Payouts lists How to use the Settlements and Payouts lists: statuses, filters, row and bulk actions, and the settlement page. Amazon accounts see **Settlements**. Other sales channels see **Payouts**. The page works the same way. ## The top of the page - **Imports up to date** and **Import details** tell you if Taxomate is still importing. - **Automatic sending: Off** (or **New only**, or **New and earlier**) and **Change**. See "Automatic sending in Taxomate". - If your free send is used and you have no active plan, a line shows above the list, for example **Your free send is used. Choose a plan to send 3 ready settlements.** Select **Choose a plan**. - A summary card counts the rows on this page: **Ready to send**, **Needs your attention**, **Waiting**, and **Sent**. ![Settlements list with summary cards and the Automatic sending line](https://staticfiles.gleap.io/ghelparticle/kOlBvSRNNNgIcgaQxHlAXpYhrrBHJh8wd4Pb6dX2K0XSxz29oZdr0DLXz1He14pRphmjqo2RPsb.png) ## Statuses - **Ready to send**: fully processed, ready to go to your accounting software. - **Needs your attention**: Taxomate needs something from you before it can send, for example **Clearing account needed** or a transaction type with no account. The row has a button for the fix, such as **Open settlement** or **Map 1 type**. **Map 1 type** opens **Accounts and taxes** for that marketplace, with a **Back to** link at the top. - **Waiting**: Taxomate is waiting for something, for example **Awaiting VAT** (the Amazon VAT report). - **Waiting for QuickBooks** (payouts): your QuickBooks sign-in expired. Select **Reconnect QuickBooks** in the banner at the top of the page and sign in to the same company. Nothing is lost while payouts wait. - **Sent to accounting**: the entries were sent. **Posting references** shows where. ## Tabs, search and filters - **Not sent** and **All** tabs. - **Exact settlement ID** (payouts: **Payout ID**) finds one settlement. It ignores dates. - **Filters** opens a popover with **Deposit date**, **Amount**, **Marketplace**, and **Archived**. Active filters show as chips you can remove. - **Deposit date** opens the date picker. Choose **All time** or a range with **From** and **To**, then **Apply**. ![Filters popover with Deposit date, Amount, Marketplace and Archived](https://staticfiles.gleap.io/ghelparticle/6gyQFMYjshjvOAWRo3CA3HOibcx2WF3kTNtzhddQ0a7ex8fINsLVOlwWqAMsEdch8QEppeBLHzj.png)![Deposit date picker with From and To fields](https://staticfiles.gleap.io/ghelparticle/E7hdZNdC5tylKKFWobXZRyp9KQh0kJHUPkqLnPBmi9EiBNStPr3kUsER3B6o0m4clwSOdnkFDyO.png) ## Actions on one row Select **⋯** on a row: **Open** (see the details), **Send…**, **Rebuild**, **Archive** (**Restore** for an archived row). Rows that need attention offer **Open**, **Rebuild**, and **Archive**. **Archive** is not offered once entries are sent. Delete is not in the row menu. ![Row menu with Open, Send, Rebuild and Archive](https://staticfiles.gleap.io/ghelparticle/MrYHUAJbhqxOkgw1bsEkrjcP4BRsKkEWOY0vopPBu2Vjtl2zkiMjlyfVZX8UFWDnrZQGONzP7Dx.png) ## Actions on many rows Select rows with the check boxes. The bar at the bottom shows "N selected on this page" and **Review and send N**. N counts only the rows Taxomate can still send. A mix shows, for example, "3 to send · 1 already sent". If every selected row is sent, the bar says **Everything selected is already sent.** and has no send button. **More actions** has: - **Reports:** **Download source reports**. - **Cost of goods sold:** **Send COGS**, **Replace costs with defaults**. - **Manage settlements:** **Rebuild settlements**, **Archive settlements** (payouts: **Rebuild payouts**). - **Remove entries:** **Delete accounting entries**, **Delete COGS entries** (the same item for payouts). ![More actions menu for selected settlements with COGS, rebuild and remove entries](https://staticfiles.gleap.io/ghelparticle/44spsK3deCiAfXnOHYXKWre0yXws6icb8FJYpgoE9h3auUySbVK2UDQTZmxsWNNVfeASPSWGg52.png) Bulk actions skip rows that cannot take the action and say so. ## The settlement page Open a row to see its details. ![Settlement page with amount to send, Send to QuickBooks and What will be sent](https://staticfiles.gleap.io/ghelparticle/z0Up8MKpqhZtdlIdPqdUReqHa9SGnPUSMUBuQCZRxz4GKMxs2u67WXQ1ZnRO9bdUgedJw4GRdJf.png) - The left card shows the amount, **Send to QuickBooks** (or Xero, Wave), **More actions**, **Send as**, **Deposit check**, and **Cost of goods sold**. The right card shows the **Settlement ID**, **Deposit date**, **Marketplace**, **Sends to**, and **Source report**. - Tabs: **Sales and fees**, **Cost of goods sold**, **Analytics**, **History**. A settlement with tax can also show a sales tax or VAT tab. - On **Sales and fees**, check **What will be sent**. **Group by** changes how lines are grouped. - On **Cost of goods sold**, check product costs before you send them. Select **Replace costs with defaults** to use your default costs. - **More actions:** **Download source report**, **Correct marketplace or exchange rate** (before you send), **Rebuild from Amazon report**, and, after a send, **Delete entries from** your accounting software and **Mark as not posted**. - A payout that has a type with no account shows the status **Needs mappings** until you map it. - **Xero, Summary invoice lines:** under **What will be sent to Xero**, the section **Xero summary lines** shows the lines Xero receives when you send. Rows with the same account, tax code, tracking, and category are added together, for example "5 lines from 184 settlement rows". It is read-only. It does not show once any period is sent. See "Xero invoice lines: Summary or Detailed". ![Settlement page More actions menu with Download source report and Rebuild](https://staticfiles.gleap.io/ghelparticle/iIBJ4MrW5w2Pc1DuHsHRX9QOwpl6celMRQIn2qk7ew151ceoQgKJQDPljYogTTFriAGhYVEUdla.png)![Xero summary lines under What will be sent to Xero](https://staticfiles.gleap.io/ghelparticle/oJ7jNJUUVie5NW7xBFE1r4McgajqxndsUodtiFEsi3moAK1W8KCBhluywtzaZ0IZgtIDCz8VqZ4.png) While a list or page loads, you see a grey outline of the page with its real titles, for example **Loading settlements…**. This is normal.