Settlements & Expenses
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      Settlements

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      Settlements in LoadOps 

      Settlements are used to capture expenses & reimbursements in LoadOps.

      Under the Finance▶️Settlements page, expenses & reimbursements are grouped by Driver, Tractor or Web User (generally the dispatcher) 

      Selecting one or more expense/reimbursement items will give you the option to create a settlement. 

      Once created, a settlement can exist in one of two statuses; In Review or Closed. 

      Looking for Driver settlements/Payment terms? Click here to read the article.

      Settlements Panel

      The settlement side panel can be used to modify settlements and add/remove pending payment items. Follow the guide below to learn more. 

       

      Settlement Page

      Settlements are housed in the Finance▶️settlements page under In Review or Closed. Use the page filters to sort by driver/user/tractor, settlement period, and more. 

      Data Export

      Download a copy of all your settlements by clicking on Table Settings and selecting the Download Table Data option.