New Financials Tab: View Driver Pay and Expenses in One Place

Financials Tab on Trips

1. Accessing the Financials Tab

   1. Go to Dispatch
   2. Click the trip you want to view
   3. Click the Financials tab (between Documents and Pictures)

Payment Items

• Displays your trip pay details like Account Item, Description, Quantity, and Rate.
• Important: If a settlement has already been created, these items become read-only for reference. To add a new payment item, follow these exact steps:
  • Click the Open Settlement button 
  
   
  • Inside the settlement page, add your new payment item line.
  • Click the Save button to confirm your changes.
  
   
  • Go back to your trip's Financials tab, and your newly created payment item will now appear in the list.
  
  
  

Trip Expenses

• Click the + Add Expense button in this lower section to log expenses directly on this screen at any time.

• Type in any costs by Date, Amount, Category, Vendor, and Notes.

• Every cost logged here automatically updates your trip margins.

Net driver earnings (pay minus expenses)

• No calculators needed. Look at the blue bar at the very bottom.
• The system automatically subtracts your Trip Expenses from your Payment Items to show the real final number.

Frequently Asked Questions

Why can't I click or edit the fields under Payment Items?

Because a settlement has already been generated for this trip, making this view read-only. Click the blue banner's Open Settlement button to go into the settlement file where editing is enabled.

Can I still add Trip Expenses if the Payment Items are locked?

Yes! You can still use the + Add Expense button to log any extra operational costs directly on this page, and the final net earnings will update automatically.

For any further assistance, contact our support team at help@truckpedia.io.