Your settlement report is sent to you automatically every time a settlement takes place. You are not required to download the settlement report from the dashboard.
Your settlement report can be sent to you via email, SFTP, or both. You can manage the settlement report settings by following the steps below:
- Log in to DOKU Dashboard, and then access the side navigation bar
- Select Settings from the menu
- Under Finance Settings tab, select Settlement
- Settlement Configuration page will appear where you can either choose to receive the settlement report by email, SFTP, or both by ticking the Notification Destination checkbox
- Click SUBMIT to save, and your settings will be effective for the next settlement batch.
SFTP Credentials
If you would like for us to create your SFTP credentials, please contact your account manager or DOKU Care for further assistance.