How to use the driver settlement feature

Modified on Sat, 28 Jun at 12:39 PM

Please see this link for a video walkthrough of how to use Driver Settlements

1. Click on the date range in the top left to change between settlement periods.

Click on the date range in the top left to change between settlement periods.

2. Click on the other settlement period to display it

Click on the other settlement period to display it

3. Click on the back or forward arrow to change between pay periods for that group.

Click on the back or forward arrow to change between pay periods for that group.

4. Click on the Driver Pay/Deduction Date range to show additional dates

This will allow you to see driver pay and deductions that are outside the specified pay period. Allowing you to pull pay/deductions from previous periods that may have been missed.

Click on the Driver Pay/Deduction Date range to show additional dates

5. Select Date Range

Select Date Range

6. Click here to see the items for that specific driver

Click here to see the items for that specific driver

7. Here you have your Approved and Unapproved tabs.

Here you still have your Approved and Unapproved tabs.

8. In the Deductions tab, you now have Approved/Unapproved tabs

Here you can unapprove and approve deductions, approved deductions will be added to the settlement the same way driver pay does.

In the Deductions tab, you now have Approved/Unapproved tabs

9. You can now mark driver pay and deductions as approved in bulk.

Select all the checkboxes you would like to mark as approved.

You can now mark driver pay and deductions as approved in bulk.

10. Then at the bottom of your screen click on Mark As Approved

Note: This can also be done when unapproving pay/deductions.

Then at the bottom of your screen click on Mark As Approved

11. Mark your approved driver pay and deductions as Reviewed.

Once you mark the pay and deductions as Reviewed, this will create a settlement (assign a settlement number) and put it under the Reviewed status tab.

Mark your approved driver pay and deductions as Reviewed.

12. Click on Yes, to confirm the Reviewed status.

Click on Yes, to confirm the Reviewed status.

13. Click on Settlement Reviewed to see all the settlements that have been created and marked as Reviewed.

Click on Settlement Reviewed to see all the settlements that have been created and marked as Reviewed.

14. In this Settlement Reviewed, this is will show the settlement.

This settlement will be locked just like it would if it were finalized.

In this Settlement Reviewed, this is will show the settlement.

15. Click the Unreview icon if you need to make edits to the reviewed settlement.

Click the Unreview icon if you need to make edits to the reviewed settlement.

16. The settlement will be removed and the driver pay and deductions will be moved to the previous status and can be edited again.

The settlement will be removed and the driver pay and deductions will be moved to the previous status and can be edited again.

17. Click on Review to put it in Reviewed status again.

Click on Review to put it in Reviewed status again.

18. When you click on the Reviewed settlement again, it will maintain the previous settlement number.

When you click on the Reviewed settlement again, it will maintain the previous settlement number.

19. Click on Finalize Settlement to mark the Settlement as Finalized and lock it.

Click on Finalize Settlement to mark the Settlement as Finalized and lock it.

20. Click on Yes, Finalize

Once this step is done, you won't be able to undo it.

Click on Yes, Finalize

21. Click on Settlement Finalized card to filter by Finalized status

Click on Settlement Finalized card to filter by Finalized status