🗣️ Roles: Admin, Partner Admin, Office Admin

Overview

Truck Statements allow you to break out settlement processing by individual truck for owner-operators who own or operate multiple trucks under a single entity. Instead of consolidating all transactions into one master statement per pay period, you can generate a separate statement for each truck.

Getting Started

Open the Owner-Operator Record

Navigate to Accounting > Driver Settlements.
Click on the owner-operator's name card.
Locate the Enable Truck Statements toggle. This option is only available for OO’s with multiple trucks assigned.

💡 If you’d like to turn this on for all owner operators with more than 2 trucks navigate to your settings → company profile tab → then select the checkbox that says "Enable truck statements for all owner operators with more than 1 truck”

Review the available trucks

Available Truck choices appear next to the owner operator.
Select the owner operator to view all their statements in one place.
Select a truck to build a statement.

Generate Statements by Truck

Select a truck from the top of the page to get started.
Approve open transactions onto a draft statement with a pay period.
From the draft tab, verify things look correct and make any necessary changes.
Generate your truck statement for the current pay period. If other trucks still have outstanding statements for the current pay period you can select them as well.

FAQs

What happens if I already have a draft open when I switch between owner-operator and truck statements?

The system will notify you that switching back to owner-operator pay will convert your existing drafts back to open items. You will be prompted to confirm before the change takes effect.

What happens if I revert an owner operator statement but they recently switched over to being paid by truck?

This statement will be deleted and all transactions will be reverted back to an open status. You can resolve this conflict yourself by enabling truck statements for this driver, then coming back here to revert to a statement draft.

What happens if I revert a truck statement but they recently switched over to being paid as a single owner-operator statement?

This statement will be deleted and all transactions will be reverted back to an open status. You can resolve this conflict yourself by disabling truck statements for this driver, then coming back here to revert to a statement draft.

Why are my open and draft tabs disabled while viewing an owner operator?

If you’ve enable truck statements for an owner operator, you’ll need to select a truck to view open and draft transactions. This ensures any changes you make will always apply to a specific truck given you’re now generating statements by truck, not as a single owner-operator statement.

How do I split a deduction between the driver’s pay and an escrow account?

Simply add the deduction to the statement then add a new transaction for an escrow withdrawal to split the escrow amount onto - you can also add a description on the transaction to help clarify why it’s applied to the statement. By creating two separate transactions, this ensures a more accurate accounting sync to 3rd party platforms and follows better accounting practices. Previously, in driver pay there was a way to split to an escrow account by editing a deduction but to ensure safer accounting this is now handled as a separate escrow withdrawal.