Contents - Index


Driver Payment Details

This screen is accessed from the Driver Payments screen.

Purpose
The purpose of this screen is to calculate payments made to drivers. 

How to Use
The Post button at the top of the screen is used lock the driver payment data from inadvertant changes. After creating the payment for your driver, it is highly recommended to post it. A posted payment may be unposted in the case where additional changes need to be made.

There are five sections on this screen that are used to calculate the payment to the driver. Four of these sections will allow you to make additions and deductions, giving you complete control of the final calculation.

Some of the calculations involve calculating YTD (year-to-date) and LTD (life-to-date) numbers. These number are being calculated to include the amounts you are inputting on the screens. Therefore, it may be necessary to tell the screen to do the calculations TWICE, so that the YTD and LTD numbers "catch up" to your input. You will see a few buttons on the screen. Click any of these buttons to recalculate the screen. (You may do this as often as desired.)

Before you begin...the top of the Pay Stub report contains your company's logo, name and address. These values are taken from the Company Information screen.

Section 1: Top
Please provide information is all of the fields at the top of the screen.
  • Description: This is a basic description of the payment. Suggestions for this would be the truck name/number or the customer's settlement description.
  • Date: This should be the date of your settlement with your driver. It is used solely to calculate YTD and LTD numbers.
  • This payment covers the period from: The dates input here are printed on the Pay Stub report, the "Memo" area of the Pay Check, and your stub from the Pay Check. If you do not enter anything, nothing will be printed.

    Section 2: Gross Pay
    This section starts with the gross payment(s) that you received from your customer(s), and is used to derive the "Gross Income" amount that is split between you and your driver. You cannot directly enter gross pay, you must click the Click to Open Gross Pay Calculations Screen button in order to provide gross pay information. See Driver Gross Pay Calculations for more details. By default, the gross pay details will be shown on the pay stub. If you do not want this detail, then uncheck the Show Gross Pay Detail on Pay Stub box.

    The grid is used to provide additions and deductions. Use the buttons to the right of the grid to add, edit, delete, and rearrange these entries.

    Examples of entries to this section would be:
  • Deduction for fuel purchased
  • Deduction for tolls paid by the driver (to be reimbursed in section 5)

    Section 3: Net Sharable Revenue
    This section starts with the driver's net sharable gross, and is used to derive "Net Income." Net Income is the income that is to be reported to the government (via 1099, W2, etc.) as the driver's "Gross Pay."
  • Net Sharable @: This is filled in from the driver's default information and may be changed on a payment-by-payment basis.

    The grid is used to provide additions and deductions. Use the buttons to the right of the grid to add, edit, delete, and rearrange these entries.

    Entries made to this section would be any final adjustments necessary to calculate the driver's gross pay for tax purposes.

    Section 4: Net Pay
    This section starts with the driver's gross pay, and is used to derive the driver's "Net Pay."

    The grid is used to provide additions and deductions. Use the buttons to the right of the grid to add, edit, delete, and rearrange these entries.

    Entries made to this section would be any final adjustments necessary to calculate the driver's net pay for tax purposes.

    Examples of entries to this section would be:
  • Deduction for FICA
  • Deduction for federal taxes
  • Deduction for state or provincial taxes

    Section 5: Loans and Reimbursements
    This section starts with the driver's net pay, and is used to derive the final pay amount.

    The grid is used to provide additions and deductions. Use the buttons to the right of the grid to add, edit, delete, and rearrange these entries.

    Entries made to this section would be any final adjustments necessary to calculate the final check amount.

    Examples of entries to this section would be:
  • Deduction for loan payments or cash advances
  • Addition for loans or cash advances
  • Addition for reimbursements

    There are additional fields at the bottom of this section for check control:
  • Check Date: The date of this payment. This will print as the date on the Pay Check.
  • Check Available Date: The date on which the funds for this payment will be available to the driver.
  • Check Number: The check number or confirmation number for this payment.
  • How Paid?: This is mainly for your records as to how you paid your driver.
  • Use 99999: This button will only show up if you have indicated check numbers in the past. It will attempt to determine the next check number from your stock and works great if you use Rig Expense Tracker to print all of your checks.

    Reports Available
    To run a report, click on the report you wish to see and then click one of the three buttons to the right:
  • This will preview the report.
  • This will send the report directly to your printer.
  • This will send the report as a PDF attachment to an e-mail. See the e-mail send screen for more details.
  • Pay Stub. This will create a payment receipt for the driver. Whether you are printing a Pay Check or not, your driver should ALWAYS be given a Pay Stub.
  • Print Check. This will print a check on your laser check stock. See Pay Your Drivers for specifications on laser checks and window envelopes.

    Driver Payment Expense Posting
    After you have completed your driver payment, you may post the driver's net payment as an expense by clicking the Add Driver Payment Expense button. This will start an expense entry for the net amount of the driver payment.