Reconcile and post settlements
Post settlement batches to the Spruce GL and mark them as reconciled.
Post settlement batches to the Spruce GL and mark them as reconciled. The Settlements tab groups incoming payments into batches and tracks whether each batch has been posted.
Navigate to Settlements
Click Payments in the left sidebar, then click the Settlements tab. You will see a list of settlement records, each representing a batch of related payments.
Post a settlement
Auto-post (ECI Spruce integration)
If your dealership has direct Spruce integration:
- Click a settlement row to open its detail view.
- Click Post to open the posting wizard.
- Select Auto-Post. Drypowder sends the data directly to the Spruce GL.
- The wizard shows progress as it posts invoices, credit adjustments, and debit adjustments.
- When complete, the posting timestamps are set automatically.
Auto-posting is the fastest method. No files to download, no manual data entry.
Manual post (file download)
If you prefer to review before posting, or if your dealership uses file-based integration:
- Click a settlement row to open its detail view.
- Click Post to open the posting wizard.
- Select Manual Post. Drypowder generates a CSV file.
- Download the file.
- Upload it to your ERP yourself.
- Return to the settlement and update the posted timestamps to record when you posted.
Resolve the settlement
After posting, click Resolve to mark the settlement as reconciled. This sets the resolved timestamp and flags the settlement as complete.
Resolved settlements are easy to distinguish from unresolved ones, so at a glance you can see which settlements still need attention.
Download a summary
For record-keeping, click Download Summary CSV to get a file containing all payments in the settlement with amounts, methods, and dates.
Daily versus monthly workflow
Daily (about five minutes). Check the Settlements tab for any new settlements. Post and resolve them as they appear. Keeping up daily prevents a backlog at month-end.
Monthly. Review all settlements for the month. Confirm everything is resolved. If any settlements are still unresolved, investigate and post them before closing the books.
Related
- Your first settlement reconciliation — Introductory tutorial.
- Payments page reference — Full detail on the Settlements tab.
- How payments flow from invoice to GL — The full explanation.