Overview
The Settlements page is your central hub for managing driver payroll settlements. This is where you can view, filter, and process all driver and owner settlements for weekly payroll runs.
Accessing the Settlements Page
How to Navigate to Settlements
Click the Payroll menu item in the left navigation panel
Select Settlements from the submenu
The Settlements list will load, showing the current week's settlements by default
Understanding the Settlements Dashboard
Week Progress Overview
At the top of the page, you'll see the Week progress section that provides a quick summary of settlement statuses:
Ready to be processed: Settlements that are ready for payroll processing for ongoing week
Processed: Settlements that have been completed and processed for payment for ongoing week
Changes to review: Settlements that have been flagged for review before processing (shows count with reviewer avatar)
Waiting for documents: Settlements that are missing required documentation
💡 Tip: These summary cards help you quickly understand your payroll workload at a glance. Click on any card to filter the list to that status.
Settlement List Tabs
The settlement list is organized into two main tabs:
Ready to be Processed Tab
This tab shows all settlements that are:
Ready for payroll processing
Awaiting your action to process
What you'll see: The tab badge shows the count of settlements waiting (e.g., "Ready to be processed (3)")
Processed Tab
This tab displays settlements that have been:
Successfully processed for payment
What you'll see: The tab badge shows the total number of processed settlements (e.g., "Processed (7)") Example:
If you're running weekly payroll and have 9 total settlements, you might see 3 in "Ready to be processed" and 7 in "Processed", with one flagged for review.
Settlement List Columns
The settlement list displays the following information for each driver:
Name - Driver's or owner's name
Legs - Number of trip legs completed during the period
Deductions - Total amount of deductions (displayed as dollar amount, e.g., $0.00)
Reimbursements - Total reimbursement amount due to the driver (e.g., $67.70)
Gross pay - Total gross pay before deductions (e.g., $45.00)
💡 Tip: Click on any settlement row to view the full settlement details, including itemized breakdowns of pay, deductions, and reimbursements.
Search Functionality
Searching by Driver or Owner Name
At the top of the settlement list, you'll find a search bar:
Click the Search by name field
Type the driver's or owner's name (first name, last name, or partial name)
Results filter automatically as you type
Clear the search to return to the full list
Example:
To find "John Smith's" settlement, type "John" or "Smith" in the search bar. The list will show only matching results.
Filtering Settlements
Click the Filters button (with a badge showing active filter count) to open the filter panel.
Driver Details Filters
Run payroll for:
Select which driver ownership type to display
Options: Owners, Company drivers, or All
Default varies based on your typical workflow
Driver type:
Filter by specific driver classification
Options: All, or specific driver types in your system
Helps segment payroll by driver category
Assigned To Filters
Payroll manager:
Filter settlements by assigned payroll manager
Useful for distributed payroll teams
Shows only settlements assigned to specific managers
Company:
Filter by company or division
Helpful for multi-company operations
Narrows results to specific business units
Applying Filters
Click the Filters button (shows badge with active filter count)
Select your desired filter options from the dropdown menus
Filters apply automatically as you select them
Click Reset at the top of the filter panel to clear all filters
Close the filter panel by clicking the X in the top right
Active Filter Indicator: The filter button displays a blue badge (e.g., "1") showing how many filters are currently active. Example:
If you want to process only Owner-Operator settlements for the week, open filters and select "Run payroll for: Owners". The list will update to show only owner-operator settlements.
Date Range Selection
Next to the Filters button, you'll see the date range selector (e.g., "Sep 8th - Sep 14th"):
Click the date range to open the calendar picker
Select week
The settlement list updates to show settlements for that pay date period
The default view shows the current payroll week
💡 Tip: Use the date range to review historical settlements or preview upcoming payroll periods.
Additional Actions
More Menu
Click the More button (with dropdown arrow) to access additional actions:
Divide workload
Payroll reports
Bulk upload per diem
*(Specific options vary based on your permissions and system configuration)*
Common Use Cases
Example 1: Processing Weekly Payroll for All Drivers
Context: It's the end of your payroll week and you need to process all ready settlements Goal: Review and process all settlements efficiently
Steps:
Navigate to Payroll > Settlements
Check the "Ready to be processed" count in the Week progress section
Click the Ready to be processed tab
Review the list of settlements
Click More to access bulk processing options (if available)
Process settlements according to your payroll workflow
Result: All ready settlements are processed and moved to the "Processed" tab
Example 2: Finding a Specific Driver's Settlement
Context: A driver calls asking about their settlement status Goal: Quickly locate their settlement information
Steps:
Navigate to Payroll > Settlements
Type the driver's name in the Search by name field
Review their settlement details in the filtered results
Click on their row to view complete settlement breakdown
Result: You can quickly answer the driver's questions about their pay
Example 3: Reviewing Only Owner-Operator Settlements
Context: You process owner-operators and company drivers separately Goal: View and process only owner-operator settlements
Steps:
Navigate to Payroll > Settlements
Click the Filters button
Under "Run payroll for", select Owners
Review the filtered list showing only owner-operators
Process these settlements separately from company drivers
Result: You can manage different driver types independently
Important Notes
⚠️ Important:
Settlements with the "Changes to review" flag should be reviewed carefully before processing
The date range selector affects which settlements are displayed - ensure you're viewing the correct payroll period
Search and filters can be combined to narrow results (e.g., search for a name within filtered results)
Filter counts update in real-time as you apply different criteria
Permissions: You must have payroll management permissions to access and process settlements.
Troubleshooting
Issue: I Don't See Expected Settlements in the List
Issue: The settlements list appears incomplete or empty
Possible Causes:
Viewing wrong date range
Active filters are hiding results
Settlements haven't been generated for this period yet
Solution:
Check the date range selector at the top - ensure you're viewing the correct week
Click Filters and then Reset to clear any active filters
Verify settlements have been generated for the selected period
Try searching for the specific driver by name
If this doesn't work: Contact support to verify settlement generation status
Issue: Can't Find a Specific Driver
Issue: Search returns no results for a driver you know exists
Possible Causes:
Driver name spelling variation
Driver has no settlements for this period
Active filters are excluding the driver
Solution:
Try searching with just first name or last name
Clear all active filters by clicking Reset in the filter panel
Check if the driver has any activity for the selected date range
Verify the driver has completed trips during this period
Issue: Filter Badge Shows Active Filters But I Don't See Them
Issue: Filter button shows "1" or more but filters aren't visible Solution: Click the Filters button to open the filter panel and see which filters are applied, then click Reset to clear them if needed