Payday without a calculator
The week’s loads, reimbursements, advances and deductions become a statement the driver reads on his phone.
Step by step
- Open Settlements. Ready to run lists each driver with the loads delivered last week (Monday to Sunday) that nobody has settled, and Would pay.
- Blocking shows what to fix first, for example a load with no miles or a driver with no pay rule. Fix it and the load comes into the next run.
- Press Open settlement to start a draft for that driver. Delivered loads, receipts the driver paid for themselves and per-diem days you pay on a settlement are added for you.
- Check the Statement. Use Add a line for a Reimbursement, Bonus, Advance already taken, Deduction or Adjustment, and Remove a wrong line. Advances and deductions always reduce the pay.
- Press Finalise this statement. The figures freeze and the driver is told Your pay statement is ready. Not right yet? Discard draft.
- After you have paid the driver, open the statement again, type the Payment reference and press Record as paid. Recorded it by mistake? Use This is wrong, then Reverse the payment record; that corrects the record only and moves no money.
Set up first
Driver pay rules, and delivered loads with their miles or rate.
Worth knowing
- A finalised statement is frozen: a correction goes on the next one.
- Settlements lists each driver’s delivered loads that are ready to pay.
- Open a driver’s statement: loads, receipts and per-diem days are already on it.
- Check it and press Finalise. The driver is told the statement is ready.