How to Create Deductions and Add Them to a Driver Settlement

How to Create Deductions and Add Them to a Driver Settlement

This article outlines the steps to create deduction types and apply them to driver settlements in PortPro. This feature helps maintain accurate records for recurring or one-time deductions, such as lease payments, advances, or fees.

Creating a Deduction Name

1. Navigate to Settings in the left-hand navigation bar

2. Select Accounting Configuration

3. Click Deduction Name the tab

4. Click Add Deduction Name

5. Enter the desired deduction name

6. Click Create to save

Adding the Deduction to a Driver

7. Go to the Drivers module from the left-hand navigation bar.

8. Click Settlement Settings

9. Click the pencil icon next to the driver’s name to open their settings

10. Select Add Deduction at the top of the screen.

11. Under Deduction Name, select the deduction from the drop-down menu

12. In the Month column, choose the day of the month the deduction should apply

13. Under Week, choose the recurrence: weekly, biweekly, or every 3 weeks

14. Set the Unit of Measure (e.g., flat rate, per load).

15. Choose whether the deduction is an addition or subtraction

16. Select the Status (e.g., Active, Inactive)

17. Set the Start Date and End Date for the deduction

18. Click the check mark icon to save the deduction

For ongoing deduction tracking and reporting, ensure that all entries are reviewed regularly in the Driver Settlement tab.