Display Agent Settlements
- Michelle Cabaya
Displaying settlements for agents 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 agents.
How to Display Agent Settlements
From the top menu in the Classic Operations App, go to Action > Settlements > Display Agent Settlements.
Fill out the Display Agent Settlements form as needed.
Click Display.
Quick Tip: A message will be displayed if no agents exist within the settlement batch.
Display Agent 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 |
|---|---|
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. Disabled if Show Totals Only is enabled. |
Base Amount | |
Percent of Order | |
Driver Split | |
Stop Name | |
Addresses | |
| |
Agent ID (blank for all) | Selected agent displayed to display settlement for. |
Title Image | Selected image to be used on agent settlement. See Images or Images (Classic Operations App). |
Show Totals Only | If checked, only totals will be shown on the settlement report. |
Page break by agent | If checked, each agent will start on a new page. |
Agent Settlement Report Example
