Settlements screen is mainly used by the billing department. The screen shows the historic and ongoing driver's pay, deductibles and other important information.
Accessing settlements screen
To access settlements screen, press on Billing and Settlements from the dropdown:
Upon pressing on the button new information about settlements will be visible:
Basic Settlements information
Basic statistics will be shown on the top of the screen:
Percentage of settlements to be processed;
Percentage of settlements that documents are still to be uploaded;
Percentage of processed settlements;
Payroll can be ran for Drivers and Owners:
It can be selected from the drop down list when clicking on run payroll for;
Company can be selected from the dropdown list;
Driver type can be selected from the dropdown list;
If needed settlements can be found by searching by name in the search bar;
A week of the settlements can be selected from the calendar:
Earning statement
Further information about the settlements can be accessed when pressing on a specific settlement. Earning statement will be visible when pressing on it:
On the earning statement basic information will be presented:
Name and surname of the driver;
Driver number;
Parking location;
Current location;
Driver's company;
Driver manager;
Truck license number;
Period of the statement;
Rates of empty and loaded miles.
When scrolled down the summary can be accessed:
Summary information will be visible:
Total earnings;
Deductions will be broken down;
Reimbursements.
When scrolled down the information about reimbursements will be visible:
Date of the reimbursement will be visible;
Order number;
Type of the reimbursement;
Description of the reimbursement;
Amount of the reimbursement;
New reimbursement (driver expense) can be added if needed:
Press on the Add reimbursement:
Then add the necessary information:
Select the type from the dropdown list;
Enter the amount of the reimbursement;
Select the order number as a reference (optionally);
After the information is added press Save:
When scrolled down more information about deductibles and future deductibles will be shown.
More information on deductibles can be found here.
If needed the deductibles can be put on hold - select the deductible and press on On Hold. New window will pop up where the date of future date of payment can be added:
The same can be done with future deductions. Press on pen icon and edit the date of the deduction.
When scrolled down, the information about total earnings and settlements will be presented:
Settlements waiting for documents
If the driver hasn't provided bill of lading and proof of delivery the settlement will be under the waiting for documents section:
The driver has to provide these documents as soon as possible - the manager can contact the driver and ask for it.
When pressing on specific order the information of what is missing as well as driver's phone number will be presented:
Order information can be accessed if needed by pressing on the box icon;
Processed settlements
When the settlement is processed it will be shown under the processed settlements:
The status of the processed settlements can be changed if needed. Press on the pen icon and new window will pop up:
When the status is changed press on Save.