With Statements generation by Load, Carrier TMS allows you to generate the statements for your drivers based on any custom period you need to.
This article will cover:
- How to change your statements generation setting
- How to generate the statements by Load
Change your statements generation setting:
- On your left dashboard, go to Settings > General Settings > Accounting
- On the Generating statements field, select Load
- In the popup window that will appear, click
- 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
- On the Statements page, click
- Select or type in the name of the driver you are creating the statement to on the driver list
- On the date range field, you can select the period you are generating the statement for. You can either select the already defined periods (Last 30 days, This Month, etc) or a Custom Range, where you can select the period you need.
- Select the loads you want to add to the statement. If after selecting the driver and the period, all the loads in the list should be added, you can click on the checkbox right next to Load Nº to add them all.
- After selecting the loads, click on
- In the driver’s statement page, you can add loads, 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.