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3. Settlement Statements
Video Overview: Settlement Statements
Select Settlement Statements in the left column.
From this screen you can search for specific settlement statements by date or by Vendor, or you have the option to Create Settlements in the top right corner.
Filter by Vendor and Job and select the tickets that you want included in the Settlement Statement by checking the small box on the left beside each ticket.
Once all tickets are checked, select Preview Statements. Here you’ll need to select a date and then check the boxes for the Vendors that you want to Create Statements for and then select Create Statements.
Here you’ll be able to filter by Vendor again, check the appropriate box for the Vendor and Date you want and choose whether you want to Print or Email the Settlement Statement. When you select Email the Settlement Statement will be sent immediately.
Video Transcript
Now I’m going to show you how to create set on that same image so we’ll start by selecting settlement statements in the left column here this will give you a list of all of your settlement statements if you want to search by statement date or by a specific vendor you can do that using this these data points and then select filter – to search based on based on those data points if you wanted to print or email specific settlement statements that have already been created then you can check those boxes here and either select print or select email if you select email it will immediately email that statement to the vendor so make sure that you’re ready to email when you do that now to create statement we’ll go to the spots on the top right corner this has create statement so we’ll select that from here you will select the vendor that you want to create statements for us and then the jobs or all the jobs and that you want the statements to be created for so right and we’ll say for test job 1 and then we’ll select the loads that we want included in this settlement statement so here we’re going to select all of the loads that we want included in the settlement statement then we’re going to select preview settlements okay you can use select the statement date and select the vendor and the settlement that you want to create and then you would create the statements by selecting trade statements so now we have a statement for tougher of wine if I wanted to email this another one I could select email right here or if I wanted to print this statement I could select print right here.