A settlement won't complete
Stuck trying to settle in ClaimDS? Work through the common blockers — unreconciled lines, GST pre-validation blockers, role permissions, and runs sitting in stale-PENDING.
When a settlement won't go through, ClaimDS is usually protecting you from settling something that isn't ready — an unreconciled difference, a compliance blocker, or a permissions gap. Each has a clear fix.
The usual blockers
Three things stop a settlement most often: reconciliation isn't confirmed (so there's no agreed figure to settle), a GST pre-validation blocker is outstanding (rejected by design), or your role doesn't include settlements. A run caught by any of these may show up under Stale-PENDING on the console.
How to resolve it
Work through the steps below. The order matters — reconcile first, clear compliance blockers next, then confirm permissions. For the full settlement flow, see Run a settlement; for the compliance check, see Pre-validate GST before you settle.
How to resolve it
Confirm the reconciliation is done
Settlement uses reconciled figures. If the reconciliation sheet for that principal and period still has open or mismatched lines, resolve them and confirm the sheet first.
Clear any GST pre-validation blockers
If you've run GST pre-validation, issues marked as blockers will be rejected at settlement by design. Open the findings, fix each blocker at source, re-run the scan, and only then settle.
Check your role allows settling
Settlement is gated to the more privileged roles. If the action is unavailable, confirm with an admin that your role includes settlements — see fixing access errors.
Look in the Stale-PENDING tab
A run that's been sitting too long appears in the Stale-PENDING tab on the settlements console. Open it there to see what's holding it up rather than assuming it's lost.
Review, then record the payout
Once reconciliation is confirmed, blockers are clear and you have the right role, review the computed run and record the payout. If it still won't proceed, note the agreement and period and contact us.
Frequently asked
Why is my run in Stale-PENDING?
It's been pending longer than expected — usually because something upstream (an open reconciliation line or a compliance blocker) hasn't been cleared. The tab is there so stale runs get attention rather than being forgotten.
Can I force a settlement past a blocker?
No — a GST blocker is rejected by design, because letting a non-compliant document settle would create a problem in your return. Fix the blocker, then settle.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.