First, enable carriers / drivers for auto settlement:
Determine which Carriers or Drivers you want to enable auto settlements. There is a switch on the detail page for both Carriers and Drivers:
Edit the Carrier or Driver and turn on the "Auto Settle?" switch, this will enable them during the auto settlement process.
"Auto Settle Days" allows VH to ignore Accounts Payable (AP) records that have been created with the last X days. When that field is blank or 0, it will auto settle ALL open APs that were created by that point in time and older.
This feature allows you to set a delay for newly created APs, such as if you want to run the driver payments one week in arrears. To do that you would set the "Auto Settle Days" to 7, then during the auto settle process, VH would ignore APs created with in the last 7 days and only settle APs older than 7 days.
When you set a Carrier to auto settle, make sure to NOT turn on auto settle for any drivers associated to that carrier.
Second, Run Carrier auto settle process:
You will find the "Auto Settle" button available on the Settlements Dashboard:
** If you don't see the auto settle button contact VH support to enable
We STRONGLY suggest that you run the carriers auto settle process FIRST, and when that is complete then run the drivers.
In the future we plan to make this process scheduled so it could be run for you automatically prior to your payroll cycle.