How to Enter Settlements
Settlement Page
Entering a new settlement
List of Settlements
From this page, you can quickly see your Year-to-Date totals, 30-day averages, and a full list of all settlements you've entered.
List of Settlements
Entering a new settlement
List of Settlements
View your full list of settlements here. Filter by truck number to narrow it down.
Tap any item to open and edit the full details.
Entering a new settlement
Entering a new settlement
Revenue and Expense Categories
Tap the Enter New Settlement button to start.
Fill in all the details from your settlement:
Date, Days Out (days on the road for this pay period), Miles, Revenue, and Expenses.
Revenue and Expense Categories
Entering Revenue and Expense items
Revenue and Expense Categories
Create revenue and expense categories here. Use a 2–3 letter code for each one, based on how it's listed on your statement.
Once created, a category can’t be deleted — only edited.
Entering Revenue and Expense items
Entering Revenue and Expense items
Entering Revenue and Expense items
After creating your categories, start entering your revenue and expenses.
Select a category from the dropdown, enter the amount, and press Enter.
Your entries will appear in a list below.
Repeat the same steps for the expense section.
Verify your numbers are correct
Entering Revenue and Expense items
Entering Revenue and Expense items
Once you’ve entered all revenue and expenses, check that the totals are correct.
At the bottom, you’ll see your net revenue for this settlement.
If everything looks good, tap Save to return to the Settlement Summary page.
Date Entry Guidelines
Date Entry Guidelines
Date Entry Guidelines
Follow these guidelines when entering your revenue and expenses