The driver statement follows completed-load evidence into an independent review. Settlement Clerk prepares the amount and supporting references. Settlement Approver decides the submitted revision before payment is arranged through the carrier's external process.
Settlement Clerk checks the Executed load, completed delivery stop and Verified proof. Review freight charges separately by amount, currency and billing state, retaining any unresolved commercial questions.
Settlement Clerk creates the Draft statement with its load, organization, driver reference and pay amount in USD. Check the period end and identify the revision being submitted.
Settlement Clerk moves the statement to Submitted and records the submission time. A changed amount needs another review of the changed revision, with earlier decisions retained for explanation.
Settlement Approver independently checks completed-load evidence and the submitted amount. Approval moves the statement to Approved with its decision time, a review decision and an operation receipt. Rejection moves it to Rejected with the reason available to the clerk.
Settlement Clerk reconciles the external payment result and settlement reference before recording Completed. Settlement Approver checks unresolved operational receipts; pending or failed outcomes and receipts needing review stay visible for investigation.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.