Review Driver Pay with the Driver Settlement Report

Before You Use This Article

• Access needed: Carrier/trucking setup in Load Manager, including driver, equipment, driver settlement, or driver/mobile dispatch access.
• Use this article when: you are a carrier, owner-operator, or trucking company using company drivers, equipment, driver settlement, or driver/mobile dispatch. Full company path: Carriers, Owner-Operators, and Trucking Companies.
• Use a different article when: you dispatch for carrier customers; use Dispatch Report Overview for Dispatch Services. If you broker freight to outside carriers, use Rate Confirmation Layout and Features.

Use the Driver Settlement Report when you need to review driver pay before paying drivers. This report is the driver-pay workflow in Load Manager. It is separate from the Sales & Commission Report, which is used for sales, margin, dispatcher, customer, and commission reporting.

Before you start: Applies to carrier, owner-operator, and trucking company accounts.

Open the Driver Settlement Report

1. Go to Reports.
2. Select Driver Settlement Report.
3. Choose the load status or status range that should be eligible for payment.
4. Choose the office range, if your user account has access to multiple offices.
5. Choose one driver or leave the report set to all drivers.
6. Choose the Date Type: Delivery or Invoice.
7. Enter the End Date for the pay period.
8. Leave Mark Settlement Paid unchecked if you are only reviewing pay.
9. Click Run Report.

What the Report Uses for Driver Pay

The Driver Settlement Report pulls unpaid driver settlement items that match your filters. Depending on your setup and the load data, it can include:

• Driver load pay from the load.
• Loaded miles and deadhead miles.
• Positive accessorials and reimbursements.
• Payment advance rows, which reduce the amount owed.
• Negative driver charges or deductions.
• Driver expense items that have not already been marked paid.

Review Before Marking Paid

For a preview or payroll review, leave Mark Settlement Paid unchecked. Only check Mark Settlement Paid when you are ready for Load Manager to record the included loads and driver expense items as paid.

1. Run the report without marking paid.
2. Review the driver totals, reimbursements, accessorials, deductions, and payment advances.
3. Correct the load or driver expense records if needed.
4. Run the report again.
5. When the totals are correct, check Mark Settlement Paid, confirm the Paid Date, and run the report.

If the Driver Pay Looks Wrong

• A load is missing: Confirm the load status, driver assignment, delivery or invoice date, office, and whether it has already been marked paid.
• A payment advance is not reducing pay: Confirm the row uses a Payment Advance type in the Commodities and Accessorials table.
• An accessorial is missing: Confirm the accessorial has a carrier/driver charge amount and is tied to the load.
• A deduction is missing: Confirm the deduction is entered as a negative charge where your workflow expects it.
• The wrong driver appears: Confirm the driver selected on the load matches the driver you are settling.

Related Articles

• Driver Settlement Report Overview
• Driver Settlement Report Layout
• Commodity and Accessorial Type Overview
• Direct Cost and Load Profitability
• Reports Overview: Available Report Tabs