Driver Settlement

This article shows DVU users how to open and edit the Driver Settlement page.

Before you start

To move a driver payments from a shipment/load to the Driver Settlement page, set the status to Scheduled Post. Davinci cannot process driver pay if the shipment has a different status (e.g. Open or In Transit)

Creating a settlement

1. Open the Driver Settlement page (Home > Transportation).

2. Click the plus icon.

3. Use the date pickers to set the start and end date of the settlement period.

4. Select a name on the list and click Next.

Reviewing and editing

Use the scroll bar to move the table and review information in each column.

• To edit driver information, including driver rate, select a row and then click the Edit icon at the top of the page.

• To edit shipment information, select a row and then click the edit icon above the Date column header.

1. If the information in the table is accurate, click Create Settlement.

2. Click the X icon to close the window.

Davinci adds the settlement record to the main page.

Managing a settlement record

On the main page, open a settlement record. DVU users can edit driver and shipment information. However, it is not possible to add or remove shipments.

• To change the number of shipments, delete the record and create a new driver settlement.

User can also change the status of a settlement record.

Select one or more records and then click the ellipsis on the menu bar. Choose an option on the drop-down menu.

There is no Delete option. Use Void instead to disable a record but keep it on the platform.

Changing table display

To change the type of records that Davinci displays in the table, click the search icon. Use the checkboxes to hide or show each status type.