Driver Settlement Report Overview

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 to review driver load pay, reimbursements, deductions, accessorials, payment advances, and settlement totals before you record a driver settlement as paid.

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

To open the report, go to Reports > Driver Settlement Report.

Before You Run the Report

The Driver Settlement Report is designed for settlement review and payment tracking. If you only need to preview driver pay, leave Mark Settlement Paid unchecked.

• Loads that have already been marked paid will not appear on the normal unpaid settlement report.
• When you mark a settlement paid, Load Manager records the driver paid date on the included loads and driver expense items.
• If your company uses office restrictions, the office fields and report results may be limited by your user permissions.

Choose the Report Filters

Use the filters at the top of the report screen to choose which settlement items should be included.

• Select Load Status to Pay: Choose the load status that should be included in the settlement.
• To: Select an ending status when you want to include a range of load statuses.
• Office From / To: Limit the report to a specific office range, when available for your user account.
• Select Driver: Choose one driver, or leave the default option to include all drivers.
• Date Type: Choose whether the End Date should use the delivery date or invoice date.
• End Date: Include eligible loads and driver expenses through this date.

Run or Email the Report

1. Select the report filters you want to use.
2. Choose any layout options, such as Group By Load# or Page Break After Each Driver.
3. Click Run Report to open the Driver Settlement PDF.
4. Use the email icon if you need to email the settlement report instead of opening it on screen.

Layout Options

• Group By Load#: Groups settlement detail by load number. This is helpful when you want to review pay, reimbursements, deductions, and accessorials load by load.
• Include Driver & Container#: Available when Group By Load# is selected. Adds driver and equipment/container detail to the grouped load view.
• Page Break After Each Driver: Starts each driver on a separate page. This is useful when printing or distributing individual settlement summaries.

Mark a Settlement Paid

Only check Mark Settlement Paid when you are ready to record the included settlement items as paid.

1. Check Mark Settlement Paid.
2. Confirm the Paid Date. Load Manager uses this date as the driver paid date.
3. Run the report.

After the settlement is marked paid, those loads and driver expense items are treated as paid and will no longer appear on future unpaid Driver Settlement Reports.

Revert the Previous Settlement

If the most recent settlement was marked paid by mistake, use Revert Previous Settlement to reverse the last settlement run.

1. Review the displayed last settlement information.
2. Click Revert Now.
3. Confirm the prompt before continuing.

This option is intended for the previous settlement only. Review the settlement carefully before marking it paid.

View a Previously Run Report

Use View Previously Run Report when you need to review a settlement by its historical paid date.

1. Select the date in the history date field.
2. Click Run Report.

Historical reports are useful when you need to confirm what was included in a settlement that has already been marked paid.

What the Report Includes

The Driver Settlement Report can include load and settlement detail such as:

• Driver or carrier/driver name and contact details, depending on your company setup.
• Load numbers, shipper and consignee information, delivery dates, loaded miles, and deadhead miles.
• Driver load pay and settlement amounts.
• Commodities, accessorials, reimbursements, deductions, and payment advances tied to the included loads.
• Driver expense items that are eligible for settlement.
• Settlement totals by driver.

If No Records Show

If the report opens with no records, check the following items:

• The selected load status or status range includes the loads you expected to pay.
• The End Date and Date Type match the loads you are looking for.
• The correct driver is selected, or All Drivers is selected.
• The office range includes the load offices you need to review.
• The loads or driver expenses have not already been marked paid.

Related Articles

• Driver Settlement Report Layout
• Driver Pay Report
• Carrier Settlement Report
• Reports Overview: Available Report Tabs