What you’ll do
- Approve tickets (loads) — verify ticket images and details, then approve each load.
- Approve payables and receivables — review totals and approve line items for billing.
- Create and send receivable settlements — bill Customers for the approved work.
- Create and send payable settlements — pay Vendors and Drivers for the same work.
- Filter and manage settlements — track what’s pending, approved, or paid.
Approve tickets (loads)
Start in the Loads view, which shows every Ticket across all Orders for the selected day.1
Navigate to Approve Jobs
Go to the Approvals tab in the main navigation, then select Approve Jobs.
2
Select the Loads view
In the top-right corner, click the Jobs / Loads toggle and select Loads. This shows every load under every Order for the selected date.
3
Verify and approve each load
Work through the loads one by one:
- Click a load to open the load drawer.
- If a Ticket image is attached, review it for accuracy. Use the rotate control if it needs to be rotated.
- Correct any Ticket details so the invoice will be accurate, then click Save.
- Click Approve & Next to approve the current load and move to the next one.
Approve payables and receivables
Once loads are approved, approve the payable and receivable line items for each truck’s work so settlements can be created.1
Switch to the Jobs view
Click the Jobs / Loads toggle and select Jobs.
2
Filter for approved loads
Open Filters and check Approved under Load Approval Status, then confirm you’re viewing the correct date. This narrows the list to jobs whose loads are approved and ready for payable/receivable approval.
3
Know which columns to approve
Focus on the Receivables and Payables columns — approve these to move settlement creation forward. The Job Approval column on the right approves the entire truck assignment and every Ticket/load beneath it; you don’t need it to proceed with payables and receivables.
4
Approve payables and receivables
Review the totals for each line item. If everything looks correct, click the checkmark to approve both the Receivables and Payables columns for each row. See Approve Payables & Receivables for how to edit rates or add-ons before approving.
Create and send receivable settlements
Receivable settlements bill Customers for approved work.1
Open the Receivables tab
Click the Receivables tab, then filter by Approved status. Confirm the date — the Invoices tab filters by the date of the hauling, not the settlement creation date.
2
Create the settlement
Choose one:
- Manual — check the specific invoices to include, then click Create settlement in the floating action bar.
- Bulk — click Bulk Create Settlement, then set a Date Range, optionally a specific Customer under Specific customers, and Itemize settlement by: Load to output every load and ticket number.
3
Review the settlement
Open the Settlements tab and expand the new settlement to check equipment type, ticket numbers, and rate values. Click Add an Add-On for any additional charges, or Remove to undo one added by mistake.
4
Approve and email the settlement
- Click Approve on the settlement.
- Click Email to send the invoice to the Customer.
- Click Send to confirm delivery.
- Verify the email status in the status indicator and the details section below.
Create and send payable settlements
Payable settlements pay Vendors and Drivers for the same approved work. The process mirrors receivables.1
Open the Payables tab
Go to the Payables tab and confirm the date.
2
Create the settlement
Click Bulk Create Settlement and set:
- Date Range — the relevant date.
- Create settlements for — Vendor (sub-haulers, O&Os) or Driver.
- Specific vendors/drivers — one recipient, or leave blank to settle everyone eligible.
- Itemize settlement by — Load, then click Confirm.
3
Review, approve, and email
- Open the new settlement from the Settlements tab.
- Review all details for accuracy.
- Click Approve, then Email to send it to the Vendor or Driver.
Filter and manage settlements
In the Settlements tab, filter by Pending, Approved, Done (Paid), or Void to track where every settlement stands. On the Invoices tab (before a settlement exists), filter by Unapproved, Approved, or In Settlement instead.
Quick reference checklist
- Approvals → Approve Jobs → Loads: review each Ticket image and detail, then Approve & Next
- Approve Jobs → Jobs, filter by Approved loads
- Approve the Receivables and Payables columns for every job
- Receivables → Approved → Create settlement (Itemize by Load)
- Review the settlement, add any add-ons, then Approve and Email
- Payables → Approved → Bulk Create Settlement (Itemize by Load)
- Review, Approve, and Email payable settlements
- Confirm email delivery status for every settlement sent
Watch the full walkthrough
Related
- Approving Loads & Tickets — load-by-load approval reference
- Approving Jobs — job-level approval reference
- Approve Payables & Receivables — editing rates and add-ons before approval
- Create & Send Settlements — the detailed settlement reference
- Redo an Approved Settlement — voiding and correcting a settlement
- Settlements & Driver Pay — how Settlements work