Transportation enables users to create driver payroll settlements.  Once a rate sheet is applied to a scenario, pickup and/or drop off, the system will AUTO rate the tickets once the data is received back from the tablet.  On the Finance > Payroll screen, a user can query tickets and see how much they need to compensate a driver for completing their tickets.  Users can then batch all tickets for a given driver/time frame and create payroll settlements.   Please follow the instructions below to create a payroll settlement

  1. Go to Finance > Payroll tab
  2. On left hand side, enter filter/search criteria for the tickets you would like to invoice.  Click Search
  3. The tickets that match your filter/search criteria will be displayed in the bottom right Ticket Detail Grid.  In addition if there are payroll settlements that match tickets during this time frame, these existing payroll settlements or potential payroll settlements will show up in top right  Settlement Totals Grid.
    1. Within the bottom right Ticket Detail Grid, user can scroll to the right and see all the fields associated to these tickets.
  4. To create a settlement there are two different ways to accomplish this
    1. Option 1:
      1. In bottom right hand Ticket Details Grid, first select the tickets you would like to be apart of the payroll settlement by following either of these steps
        1. Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row.  This will select all tickets.
        2. User can select a ticket/row, click CTRL + hold and select all other tickets
      2. Once tickets are selected, click create new settlement button


    2. Option 2:  
      1. In Top Right Settlement Totals Grid, select all drivers that have a preliminary settlement (no settlement # associated) by following either of these steps
        1. Users can click first driver/row, scroll to bottom, click shift + hold, and then click last driver row.  This will select all drivers
        2. Users can select a driver/row, click CTRL + hold and select all other drivers they want to build settlements for
      2. Once drivers are selected, click create new settlement button
  5. Fill out the Settlement attributes and click Save
    • Settlement # = Transportation will auto generate a unique settlement # once settlement is saved.  Unique settlement #s will be created for each driver.
    • Driver:  This will autoselect based upon driver selected
    • Third Party Settlement # = Some 3rd party trucking companies provide a settlement # they would like added to the settlement for reference
    • Accounting Settlement # = Finance departments use alternative system to create payroll settlements.  This field is used to link or reference these settlement #s from external accounting systems
    • Start Date, End Date and Due Date of Invoice
    • Notes: Place to add notes about invoice
    • Paid:  Ability to mark once invoice has been paid.


  7. After payroll settlement is saved and generated it will display the settlement in the Settlements Totals Grid.  All tickets associated to this settlement are displayed in the Ticket Details Grid

  8. Exporting A Settlement to Excel
    1. Select the Settlement you would like to export in the Settlement Totals Grid
    2. In Top Right Corner, Click Excel Icon
    3. Select Export Totals, Export Tickets or Export Totals and Tickets
      • Export Totals = Will export row/columns that are visible in Settlements Totals Grid.  Excel file will have 1 tab, Totals
      • Export Tickets = Will export all rows/columns that are visible in Ticket Details Grid.  Excel file will have 1 tab, Details
      • Export Totals and Tickets = Will export all rows/columns from both Settlements Totals Grid and Ticket Details Grid.  Excel file will have 2 tabs, Totals and Details
      • Excel File Name will be Settlement # followed by Driver Name Followed by Payroll Start Date - End Date.  As an example, Settlement #25 Ritz_Doug 10142018 - 10212018.

      1. Totals Tab - Example
      2. Details Tab - Example
  9. Exporting A Settlement to Coversheet
    1. Select the Settlement you would like to export in the Settlement Totals Grid
    2. In Top Right Corner, Click Coversheet Icon
    3. Select Export Totals, Export Tickets or Export Totals and Tickets
        • Export Totals = Will export row/columns that are visible in Settlement Totals Grid.  Coversheet will have 1 page with totals.
        • Export Tickets = Will export all rows/columns that are visible in Ticket Details Grid.  Coversheet will have multiple pages with ticket details.
        • Export Totals and Tickets = Will export all rows/columns from both Settlement Totals Grid and Ticket Details Grid.  Coversheet will have multiple pages. First page will be totals and page 2 thru XX will be ticket details
        • Coversheet File Name will be Settlement # followed by Driver Name Followed by Payroll Start Date - End Date.  As an example, Settlement #25 Ritz_Doug 10142018 - 10212018.