Carrier Settlement Report

Before You Use This Article

• Access needed: Outside-carrier management in Load Manager. This is for companies that broker freight or dispatch for carrier customers.
• Use this article when: you are a freight broker or dispatch service working with outside carriers, carrier packets, safety checks, or carrier contacts. Full company paths: Freight Brokers or Dispatch Services.
• Use a different article when: you run a trucking-only company and need company driver, equipment, or dispatch-report workflows; use Dispatch Report Overview for Carriers and Trucking Companies.

In Load Manager, carrier and driver settlement workflows are handled from the Driver Settlement Report screen. Some teams refer to this as a carrier settlement report because Freight Broker and Dispatch Service accounts use the report to review amounts owed to outside carriers or carrier drivers.

Before you start: Applies to freight broker and dispatch service accounts that manage outside carriers.

Which Settlement Article Should I Use?

• companies that broker freight: Use the Driver Settlement Report to review carrier pay for outside carriers. The report may show carrier wording where the account uses a Carrier tab.
• companies that dispatch for carriers: Use the Driver Settlement Report to review carrier or carrier-driver settlement amounts, depending on how the carrier is set up in your workflow.
• Carrier/Trucking TMS: Use the Driver Settlement Report to review driver pay for your own drivers. Carrier/Trucking accounts use a Driver tab instead of a Carrier tab.

What the Report Is Used For

The settlement report helps you review load pay, reimbursements, accessorials, deductions, and total payment amounts before issuing payment. You can run the report for review, email it, view previously run settlement reports, or mark a settlement paid when you are ready to record it as paid.

Important Paid Settlement Reminder

Only select Mark Settlement Paid when you are ready to record the settlement as paid. After a settlement is marked paid, those items are removed from future unpaid settlement report runs. If a settlement is marked paid by mistake, use the revert option immediately and review the result before running another paid settlement.

Related Articles

• Driver Settlement Report Overview
• Driver Settlement Report Layout
• Reports Dashboard Overview