**In order for Settlements to be created, you have to have created the AP's (Accounts Payables) for the carriers. Click here for instructions on creating APs.
From the accounting tab, click on Settlements. Click on the New Settlement button to create settlements for a carrier/driver.
From the New Settlement screen, you can sort by carriers/drivers to select which APs you want to put on a settlement. You can also select the APs to include or exclude them by clicking on the checkbox next to the transaction date. Click the green Create Settlement button to create.
Once you Create Settlement, it will take you directly to the settlement details page for the settlement it just created. From this screen, you can view/print the pdf or send an email. Click on the VIEW DETAILS button to expand and see a detailed view of the settlement.
Clicking on the blue SETTLEMENTS link at the top will take you to the main settlement screen, where you will see all open settlements.
Settlements can be AUTO SETTLED. Click HERE for detailed instructions.
For any additional questions, please contact support.