With Statements generation by Period, Carrier TMS will generate the statements for your drivers based on the last day of your driver’s working day of the week.
This article will cover:
- How to change your statements generation setting
- How to generate the statements by Period
Change your statements generation setting:
- On your left dashboard, go to Settings > General Settings > Accounting
- On the Generating statements field, select Period
- On the Pay Day field, select the last day of your driver’s working week
Important: This is not the day that your drivers will be paid. This should be the last day of their working week, and the next day will be the first.
- Click Save Statement Settings
You may also click on the switch “Show load amount in statement pdf” to make the following columns appear in your statements and provide more clarity when auditing the statements amounts:
- Load rate ($)
- Loaded pay rate ($)
- Empty pay rate ($)
- Driver rate ($)
This is how your statement will look like with all the columns:
Generate the statements by Period:
- On your left dashboard, go to Accounting > Statements
- Carrier TMS generates the statements for all drivers who had a load completed in the period. To check each driver statement individually, click on the week number.
- In the week page, select the driver you need.
- In the driver’s statement page, you can add bonuses, reimbursements, deductions and send the statement to the driver.
- If there is any wrong information regarding the loads in that statement, you can click on the load number to edit the load.