- Apxium Help Center
- Apxium Audit Safe
- General Features
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Apxium Collect
- General Features
- Communications
- Client Experience
- Payments, Settlements & Reconciliations
- Engagement / Proposals
- APX Auto (Direct Debiting Invoices)
- Instalment Agreements (Non-SOR On Balance Sheet Instalments)
- Professional Fee Funding (SOR) - Funded Instalments
- Reports
- Integrations
- Onboarding Articles
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Apxium Audit Safe
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Apxium Pay My Bill
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Client POS - Non Integrated [North America]
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Article Navigation Guide
Audit Safe Settlements Page
Essentially, when the client payment is successful, the money goes to your account. The banks settle the days' transactions via a bulk settlement and the system will provide you with a settlement report. This page gives you a daily summary of all of your settlements.
The downloadable excel spreadsheet gives you visibility on who made the payment, the amount settled, payment type, etc.
Only payments made via the Audit Safe portal shows on this page. Any payments made directly to you will not be shown here.