How to Enter Settlements
Settlement Page
Entering a new settlement
List of Settlements
From this page you can view at a glance Year to Date and 30 day averages and a list of all your settlements that you have entered.
List of Settlements
Entering a new settlement
List of Settlements
View all of your settlements. You can filter this list by choosing different truck numbers.
Clicking on any item in this list will open the settlement to be viewed and edited.
Entering a new settlement
Entering a new settlement
Revenue and Expense Categories
Press the Enter New Settlement button
On this page you will enter all the information from your statement.
Date, Days Out (Days on the road during this pay period), Miles, Revenue, and Expenses
Revenue and Expense Categories
Entering Revenue and Expense items
Revenue and Expense Categories
Create categories for you revenue and expense entries. The category is usually a 2 or 3 letter code for the description that you can create on this page. These categories are usually on your statement from the company you get paid from.
Once you create a category it can not be deleted only edited
Entering Revenue and Expense items
Entering Revenue and Expense items
Entering Revenue and Expense items
Once you have created your categories for revenue and expenses start entering your information from your statement.
Click the Revenue drop down and select a category. Once a category is selected enter the amount for the line item and press enter.
A list will be generated showing all of your entries for this settlement.
The expense section is the same procedure.
Verify your numbers are correct
Entering Revenue and Expense items
Entering Revenue and Expense items
When you have entered all of you revenue and expense items verify the the totals for each section are correct.
At the the bottom of the page you can see your net revenue for this settlement.
If everything is correct press save and you will be directed back to the Settlement summary page
Date Entry Guidelines
Date Entry Guidelines
Date Entry Guidelines
Follow these guidelines when entering your revenue and expenses