How To Create A Driver Settlement

To create a driver settlement on the Pro account:

• Start by clicking on the Dashboard

• On the right side under reports, click on “Driver Settlements”

• Click the green “new settlement” button at the top

• Click the drop down box next to driver and choose the driver you want to run the settlement for

• Choose the beginning and end date from the calendar icon

• Show Gross Revenue-click this box if you want the gross revenue of the load to appear on the driver settlement. 

• Click “next”

• If there are trips that are not already on a settlement for the date range you’ve selected, you will see a list of loads to choose from. You will use the selection box on the left side to choose which trips you want on the settlement. There is also a selection box beside “trip #”- you can click that selection box to choose all of the trips.

• Once you’re done selecting the trips, click save. You will get a notice at the top that shows “driver settlement created successfully

To create a deduction on the driver settlement:

• When you click on Driver Settlement under the report section on the dashboard, it will show you the list of driver settlements that have already been created.

• When you find the driver settlement you want to create a deduction for, click View on the right side.

• At the top, beside the delete button, click the button that says “add deduction”.

• You will need to enter the amount of the deduction next to amount.

• Below that, you can add any additional notes under “memo”.

• Finally, you will choose a deduction category from the drop down box. If you haven’t created the category, you will click “add category” and create it.

• Click Save. **Note: Deductions entered on the driver settlement do not transfer to the other reports such as profit and loss, tax report, etc**

To Add Additional Pay to the Driver Settlement:

• When you click on Driver Settlement under the report section on the dashboard, it will show you the list of driver settlements that have already been created.

• When you find the driver settlement you want to create a deduction for, click View on the right side.

• At the top, beside the Add Deduction button, click the button that says “add additional pay”.

• You will need to enter the amount of the additional pay next to amount.

• Below that, you can add any additional notes under “memo”.

• Finally, you will choose an addition category from the drop down box. If you haven’t created the category, you will click “add category” and create it. Click Save.

Cloning driver settlement deductions:

• To clone or copy the previous driver settlement deductions to a new settlement, create the new driver settlement first, then click View on the settlement. At the top, you will see a button that says Clone Deductions from Last Settlement. After clicking that button, you will see an option to select which deductions you want copied over and click Clone.

Year To Date:

• To view the driver's Year to Date totals, click View on the settlement, then click Settlement Details at the top. Toward the bottom, you will see the year to date earnings, the deductions/additional pay, and the net pay. 
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