Once trips are dispatched, Truckpedia V3 allows you to generate a complete driver settlement based on the loads completed and the driver pay rules already assigned. The settlement shows all load assignments, miles, and automated pay calculations, and you can edit everything before final approval.
This article walks through the full flow from selecting loads → generating the settlement → reviewing → editing → approving.
Video on how to Create Driver Pay Settlements v3
1. Open the Settlement Planning Screen
Navigate to:
Accounting → Driver Pay Manager → Settlement Planning
This screen is used to build new settlements.
At the top left, you will see the Select Driver dropdown.
Example from screenshot
The driver selected is Subul.
Once a driver is selected, Truckpedia automatically pulls all dispatched loads for that driver within the date range.
You will see columns such as:
- Number
- Status
- Truck
- Trailer
- Scheduled Dates
- Actual Dates
- Route
- Loaded Miles
- Empty Miles
- Stops
2. Select the Loads You Want to Include
Every dispatched load is shown in a list. To include a load in the settlement:
✔ Check the box next to the load
Example:
Driver Subul has three dispatched assignments visible:
- TR100115
- TR100117
- TR100118
Two loads (TR100117 and TR100118) were selected.
At the bottom, the system shows totals:
Selected Load Assignments: 2 | Loaded Miles: 336.62 | Empty Miles: 0
This summary is automatically calculated.
3. Click “Create Settlement”
Once the correct loads are selected, click the blue:
Create Settlement
button on the right-hand side.
A popup appears confirming:
- Start Date (auto-filled based on load dates)
- End Date
- Loaded Miles (sum of all selected loads)
- Empty Miles
- Notes (optional)
Example:
The popup shows:
- Start Date: 2025-11-25
- End Date: 2025-11-25
- Loaded Miles: 336.62
- Empty Miles: 0
Add any notes you want included in the final settlement PDF.
Click Submit to generate the settlement.
4. The Settlement Now Appears in the “Settlements” Tab
After submitting, navigate to:
Driver Pay Manager → Settlements
Here you will see all settlements in different statuses:
- Created
- Approved
- Paid (if applicable)
Example from screenshot
Settlement DS100033 for Subul appears with status Created.
You can open it using the edit pencil icon.
5. Review the Settlement Details
Inside the settlement, you will see:
Summary Section
- Status: Created
- Start/End Dates
- Loaded Miles
- Empty Miles
- Notes you entered
Load Assignments Section
Each load included shows:
- Assignment number (TR100118, TR100117, etc.)
- Status (Dispatched)
- Loaded / Empty Miles
- Shipper & Receiver details
- Appointment times
These match the same data from dispatch.
6. Review and Edit Driver Pay Items
The Payment Items section shows all the driver pay rules applied to the selected assignments.
These come directly from the “Driver Pay Items” you assigned to that driver.
Example:
For assignment TR100118:
- Empty miles SH → Quantity 0 → Rate $1
- Loaded miles SH → Quantity 5.93 → Rate $1.50 → Payment $8.90
For assignment TR100117:
- Loaded miles SH → Quantity 330.69 → Rate $1.50 → Payment $496.04
Totals for both assignments combine at the bottom.
You can edit everything:
✔ Change quantity
✔ Change the rate
✔ Delete lines
✔ Add new pay items using the + button
This lets you correct calculations before final approval.
7. Approve the Settlement
Once the settlement is ready, click Approve.
A confirmation popup appears:
Approve Settlement
☑ Send email to driver
Click Approve again.
Once approved:
- The settlement becomes locked
- A PDF is generated
- The driver receives the settlement via email (if the checkbox is enabled)
Flow Summary:
1. Go to Driver Pay Manager → Settlement Planning
Select driver → see dispatched loads.
2. Select the trips
Driver Subul’s loads TR100117 and TR100118 selected.
3. Click Create Settlement
Review start date, end date, miles.
4. Settlement appears under “Settlements”
Status = Created.
5. Open the settlement for editing
Review load details and pay rules.
6. Edit Payment Items as needed
Loaded miles SH, empty miles SH, hauling fee, etc.
7. Approve the settlement
Optionally send email to the driver.