Open a draft settlement and choose Add adjustment. Pick the type, enter a positive amount (the type decides whether it is added or taken off), describe it in words the driver will recognise, and recalculate. The line appears on the ledger and the statement with your wording.
| Type | Use it for | Not for |
|---|---|---|
| Bonus | Discretionary extra pay: a good week, a favour, back pay for a short week | A leg (key it on the load), ordinary wages for work done |
| Reimbursement | Money the driver laid out and is owed back | Pay for work |
| Detention | Time held at a shipper or receiver when no detention claim exists | A load that already has an approved detention claim |
| Layover | An unplanned night out | |
| Stop pay | An extra stop on a run | |
| Accessorial | Work on a load the customer is billed for: tarping, a driver assist, a lumper the driver fronted | Work that has nothing to do with a load |
| Other work | Work that is not a load: a day in the shop, unstacking trailers, fetching a truck from the mechanic | Anything tied to a specific load |
| Deduction | Money withheld: escrow, a purchase, damage | |
| Penalty | A charge against the driver | |
| Fuel advance | An advance already paid out, being recovered |
Tarping and other customer-billed driver work is better entered on the load itself: in the rate breakdown, mark the accessorial as paying the driver. The settlement then pays it in full against that load automatically, and the invoice and the pay agree.
An hourly driver's shop or yard day is hours, not an adjustment. Enter the time in the hours review and it pays at their rate.
Editing and removing
- An adjustment can be edited or removed while its settlement is a draft. Edit it from the ledger row.
- In Review, Approved or Exported, send the settlement back to draft (or reopen it, with a reason) first. Editing without that would change the adjustment but not the ledger.
- Once Paid, the record stands. Put a correcting adjustment on the next settlement instead.
- The settlement warns when an earning adjustment names a load it already pays, so a leg entered twice is caught before approval.