Settlements Object Template – Custom Reporting

The Settlements Object Template provides a detailed view of all settlement-related transactions between carriers and drivers. This template is used to support financial reconciliation, auditing, driver pay review, and deduction management.

Available Fields

Settlement Overview

• Settlement # – Unique identifier for the settlement record

• Status – Current settlement status (e.g., approved, pending)

• From / To – Start and end dates of the settlement period

• Settlement Period – Defined time window covered in the settlement

• Approved Date/Time – Timestamp when the settlement was approved

Driver & Vehicle Details

• Driver – Name of the driver associated with the settlement

• Driver Pay – Total gross pay for the driver

• Driver Net Pay – Net pay after deductions and taxes

• Truck Owner – Owner of the truck (if applicable)

• Truck # – Truck assigned during the settlement period

Tax Details

• Tax Type – Type of tax applied (e.g., Federal, State)

• Tax Rate – Percentage applied for taxation

• Tax Amount – Total tax deducted

• Amount – Gross amount before tax

• Final Amount – Net amount after tax

Load & Trip Information

• Load # – Identifier for the load related to the settlement

• Trip # – Internal trip reference number

• Container # – Container number associated with the trip/load

• Load Type – Category of load (e.g., import, export)

• Status (Charge Code) – Charge code status applied to the load

Deductions

• Deduction Name – Label or name of the deduction

• Deduction Description – Explanation of deduction purpose

• Deduction Type – One-time, recurring, or loan-based deductions

• Deduction Action – Action taken (e.g., withheld, deferred)

• Deduction Amount – Monetary value of the deduction

• Deduction Time – When the deduction was applied

• Deduction Frequency – How often the deduction recurs

• Deduction Remaining Balance – Outstanding balance for the deduction

• Deduction Status – Current status (e.g., active, completed)

Branch Details

• Branch – Office or terminal associated with the settlement