Display Settlements
- Michelle Cabaya
Settlement in general also refers to the entire process of paying drivers. Displaying settlements is an important step in verifying the pay data prior to printing the settlement report. It's recommended that the settlement data is displayed prior to providing the report to drivers.
Quick Tip: These human resource settlements can be customized with custom CSS from the Reports tab of Global Options.
How to Display Settlements
From the top menu, go to Action > Settlements > Display Settlements.
Fill out the Display Settlements form as needed.
Click Display Settlements.
Display Settlements Form
Columns
Column Name | Description |
|---|---|
Batch ID | Unique identifier for settlement batch. |
Fleets | Selected fleets used for settlement batch. |
First # | First driver ID in batch. |
Last # | Last driver ID in batch. |
Begin Date | The beginning date used for batch. Settlements after the date selected are processed. |
End Date | Ending date used for batch. Settlements after the date (and time) selected are not processed. |
Settlement Type | The Settlements based upon option when the settlement was created.
|
Fields
Field Names | Descriptions |
|---|---|
Options | |
Driver ID (blank for all) | Driver ID to filter the displayed report for only 1 driver. |
Title Image | Selected image to be used on settlement report. See Images (Classic Operations App) to add images. |
Show Totals Only | If checked, only totals will be shown on the settlement report. |
Page break by driver | If checked, each driver will start on a new page. |
Group by Business Unit | If checked, perform the initial sort by business unit, then sort by drivers. |
Hide item amounts | If checked, item amounts will not be displayed in the settlement report. |
Show Columns Quick Tip: This is only for settlement reports and does not apply to what is visible to drivers in the Driver Portal which is configurable in the driver record. | |
Order Price | If checked, the column will be shown in the settlement report. |
Base Amount | |
Percent of Order | |
Driver Split | |
Stop Name | |
Addresses | |
Include Fleets | |
Select Fleets | Click the Select Fleets button to select the fleets to be used in the settlement report. Selected fleets are displayed in the box below. |
Right-Click Menu for Batches
You can right-click on a batch to select from the following options.
Quick Tip: You can email settlements to an individual driver by entering their Driver ID in the Options section, right-clicking the batch, and selecting Email Driver Settlements.
Settlement Report Example
