Understanding the "To Release" Screen
Overview
The "To release" screen is your central workspace for managing order legs that need to be released to payroll. This screen shows completed and cancelled deliveries that are ready for payroll processing, allowing you to review and release payments to drivers and owner-operators to be paid.
Quick Answer: The "To release" screen displays individual order legs that have been delivered or cancelled and are ready to be released to payroll. Each leg shows driver information, order details, delivery dates, and loaded miles.
Where to Find the To Release Screen
Navigation Path: Billing → To release
You can access the "To release" screen from:
Click Billing in the main navigation menu
The "To release" view will be available alongside "To bill" and "To collect" options
What's Displayed on the To Release Screen
Team Progress Widget
At the top of the screen, you'll see the Team progress widget that shows:
Team member breakdown: How many order legs each billing team member has assigned to them
Progress tracking: Helps your team understand workload distribution for payroll release tasks
💡 Tip: Use this widget to balance workload across your billing team or identify which team members need support.
Order Legs List
The main section displays a table with individual order legs (stops) ready for payroll release. Each row represents one leg of an order.
Important: Unlike the "To bill" screen which shows complete orders, the "To release" screen shows individual legs because drivers are paid per leg, not per complete order.
Understanding the Columns
Each column in the list provides specific information about the order leg:
Driver Column
Driver name: The name of the driver who delivered this leg
Truck number: The truck used for this delivery (shown with a truck icon)
Example: "John Smith" with truck number "1234" displayed below
Order Column
Order number: The order ID (example: "#1214")
Leg information: Shows which leg this is and total legs (example: "Leg 1/2")
Why this matters: Multi-stop orders have multiple legs, and each leg may need separate payroll release if different drivers handled different legs.
Pickup Column
Shows the origin location for this leg
Displays Location name, city and state
Delivery Column
Shows the destination location for this leg
Displays Location name, city and state
Delivered Column
Date and time: When the leg was completed
Timezone indicator: Shows the local timezone of the delivery location (example: "10/10/2025 EST")
Sortable: Click the header to sort by delivery date (newest or oldest first)
Why timezone matters: Delivery times are shown in the local timezone where delivery occurred, helping you accurately track when deliveries completed for payroll purposes.
Loaded Miles Column
Displays the distance traveled for this leg in miles
Shows "--" if no loaded distance is recorded
Example: "1,143" means the driver traveled 1,143 loaded miles for this leg
Invoiced Column
Yes: The customer has been invoiced for this order
No: Invoice not yet created or sent
Why this matters: Some companies require customer invoicing before releasing payroll to ensure revenue is confirmed.
Status Column
Shows the current leg status (Completed, Cancelled, Released, etc.)
Color-coded for quick visual identification
Actions Column
Open in new window button: Opens the leg detail in a separate tab
Arrow button: Opens the leg detail in the current window
Search Functionality
The search bar at the top of the screen allows you to quickly find specific orders:
Search by:
Driver name: Find all legs for a specific driver (example: "John Smith")
Truck number: Find all deliveries by a truck (example: "1234")
Order number: Find a specific order (example: "1214")
How it works:
Type your search term in the search bar
Results filter automatically as you type
Search is case-insensitive and matches partial text
Example: Typing "John" will show all legs for drivers named John, and orders containing "John" in pickup or delivery locations.
Filtering Your Results
Click the Filters button to open the filters panel. An active filter count badge appears when filters are applied (example: "Filters 2").
Available Filter Categories
Leg Status
Filter by the current status of the order leg:
Unplanned: Not yet assigned to a driver
Committed: Driver assigned but not started
At origin: Driver arrived at pickup
In transit: En route to delivery
At destination: Driver arrived at delivery location
Serviced: Delivery confirmed
Completed: Leg finished successfully (default)
Cancelled: Leg was cancelled while was in transit and has to be paid (default)
Released: Already released to payroll
Preplanned: Scheduled for future
Notified: Driver notified of assignment
Rejected: Driver declined the load
Default behavior: By default, "Completed" and "Cancelled" legs are shown, as these are typically ready for payroll release.
💡 Tip: Add "Released" to the filter to review legs you've already processed, or remove "Completed" and "Cancelled" to focus only on legs with exceptions.
Customer Invoiced
Filter based on whether the customer has been invoiced:
Yes: Show only legs where the customer invoice has been created
No: Show only legs where customer invoice is pending
When to use: If your company policy requires customer invoicing before payroll release, filter for "Yes" to ensure you're only releasing payable legs.
Payroll Filters
Payroll Week
Select a specific payroll week to see legs delivered during that period
Uses your company's configured payroll week start day
Useful for processing payroll by pay period
Example: Select the week of October 7-13 to see all deliveries for that payroll cycle.
Assigned To
Filter by billing manager assigned to process these legs
Select multiple team members or choose "Unassigned"
Helps team members focus on their assigned workload
Release to Payroll
All: Show all legs regardless of driver type (default)
Drivers: Show only legs with company drivers (W2 or contract)
Owners: Show only legs with owner-operators
When to use: If your payroll process differs between drivers and owner-operators, use this filter to batch process each type separately.
Delivered By Filters
Driver Type
W2: Company employees
Contract: Independent contractors
Owner: Owner-operators
Select multiple types to see combinations (example: W2 and Contract drivers only).
Company
Filter by carrier company (useful if you work with multiple carrier entities)
Shows legs delivered by drivers from the selected company
Understanding the Item Count
At the bottom of the screen, you'll see "X items" (example: "123 items")
This shows the total number of order legs matching your current filters and search criteria. Use this to:
Track how many legs need processing
Monitor progress as you release legs to payroll
Verify filter results (if count seems wrong, check your filters)
Clicking Into a Leg
When you click on any row in the list, you'll open the leg detail view where you can:
Review complete route information (pickup and delivery details)
View uploaded documents (proof of delivery, BOL, etc.)
Verify all information before releasing to payroll
Click the "Release to payroll" button to complete the process
The detail view is where you make the final decision to release payment to the driver.
Important Notes
⚠️ Important Considerations:
Releasing is permanent: Once a leg is released to payroll, it moves to "Released" status and appears in the payroll system
Review before releasing: Always verify documents, miles, and earnings before clicking "Release to payroll"
One leg at a time: Currently, legs must be released individually, not in bulk
Multi-leg orders: If an order has multiple legs with different drivers, each leg releases separately to the appropriate driver
Troubleshooting
No legs are showing in the list
Possible causes:
Filters are too restrictive
No legs are ready for release in the selected payroll week
All legs have already been released
Solution:
Click "Clear filters" to reset
Check the "Leg status" filter - make sure "Completed" and "Cancelled" are selected
Verify your payroll week selection includes the date range you expect
Try removing the "Customer invoiced" filter if applied
I can't find a specific driver's legs
Solution:
Use the search bar and type the driver's name exactly as it appears
Check if legs might be in "Released" status already (add "Released" to leg status filter)
Verify the payroll week filter includes when this driver made deliveries
Confirm the driver actually completed deliveries during this period
The item count seems wrong
Possible causes:
A filter is active that you didn't intend to apply
The legs you're looking for have a different status than expected
Solution:
Review all active filters by clicking the "Filters" button
Note the filter count badge (example: "Filters 2")
Clear filters one at a time to identify which one is affecting results
Check the "Leg status" filter specifically - it has the biggest impact on results