Operations Manager II: Settlements Module
| The Settlements menu takes the trip information from Operations and allows you to pay owner-operators and company drivers. Any loads that have been docked or delivered that have not yet been paid are pulled up in the Settle Trips screen. This is where the system calculates the base pay (mileage or percent of revenue), where you deduct advances, reimburse expenses, pay company drivers for vacation days, etc. Items that were recorded in the driver pay screens in Check Call are automatically included. |
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Deductions such as garnishments, health or physical damage insurance, and escrows can be set up on trucks or company drivers. The system keeps track of balances due to your company, plus Operations Manager II allows you to post items to individual subsidiary accounts.
When you Run Payroll, a detailed statement prints for each truck showing all the trips that were paid and any adjustments on those trips. This page can be included with the checks so the owners or company drivers know what they were paid for.
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A history record is created for each owner or company driver on each payroll run. This history file is used to print the Payroll History Reports as well as update the 1099 Records for owner-operators and W2s for company drivers. (You can also view the individual history records and reprint the drivers’ statements using the Payroll History screen.) At the end of the year, 1099 amounts can be printed on standard forms from the 1099 Records screen. W2s can be printed from the Payroll Module. |
| Cash advances and fuel can be recorded in the Fuel Card Transactions screen. These can be entered manually or, if you have an account with Comdata, T-Chek, EFS, or TCH they can be downloaded into the system. Anything entered here will automatically go to Settle Trips to be charged back to the truck or driver. (The system does not charge fuel to company drivers.) These entries also go to the Fuel Tax Module so you can more easily process your fuel purchases. |
| Loads that were brokered to outside carriers are processed in the Broker Settlements screen. This creates A/P invoices for the loads, which are paid on the Accounts Payable menu. |
