Review settlement history and write-offs
Use the ClaimDS finance reports to see your settlement history and your write-offs and reversals — the record of what's been paid and what's been unwound or written off.
Settlement history tells you what you've paid; the write-offs and reversals report tells you what you've unwound. Finance needs both to close a period honestly — and ClaimDS keeps both as complete, auditable records rather than letting anything quietly vanish.
Paid, and unwound
The settlement history register is the record of payouts. The write-offs and reversals report is the record of what was undone. Because settlements are reversed rather than deleted, the two together always reconcile — there's no silent deletion to explain away.
Review the history
Follow the numbered steps below. For why reversals work this way, see what is a settlement; to trace a specific action, see use the audit trail.
Step-by-step
Open Reports → Finance → Settlements
Go to the finance reports and open the settlement history register. It lists the settlements that have been run and paid, so you can see what's been settled and when.
Review what's been paid
Use the register to confirm payouts and reconcile them against your records. Each settlement traces back to the reconciled claims behind it, so the history is auditable rather than a bare list of amounts.
Open the write-offs report
Switch to write-offs and reversals to see what's been unwound or written off. Because ClaimDS reverses rather than deletes, a reversed settlement appears here as an explicit entry, not a gap.
Investigate anything unexpected
If a write-off or reversal looks wrong, the audit trail shows who did it and when, so you can trace exactly what happened rather than guessing.
Use it at period close
Together these reports give finance the settled-and-unwound picture they need to close a period with confidence that nothing has silently disappeared.
Frequently asked
Why does a reversed settlement still show up?
Because ClaimDS reverses rather than deletes. The original settlement and its reversal both remain on the record, so the history is complete and auditable.
How do I see who reversed or wrote something off?
The audit trail records every such action with the actor and time. See "Use the audit trail" for how to find it.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.