Contents
- Index
Settlement Detail Template
This screen is accessed from the Settlement Detail screen.
Screen Layout
This screen is used to define income and expense entries that are commonly used in your settlements.
How To Use
Items are added to the grids just like the other income and expense screens. The big difference is that there are two check boxes for each entry. The first check box ("X") is for marking this entry for adding to the current settlement. To mark the check box, right-click on the entry and choose "Mark/Unmark" from the pop-up menu. You may also use the Mark All Entries and Unmark All Entries buttons at the top of the screen.
The second check box is to indicate that you wish to multiply the amount for that entry by the Multiplier field at the top of the screen. This comes in handy for when you are settling multiple loads/trips at one time and the company is deducting multiple instances of the same expenses. The Multiplier field may contain a decimal point, if needed. This is for the odd case where you need to have 1.5 times the entries (as an example) applied.
Once you have all of the entries made and have marked the entries to include on this settlement, click the Add Marked Entries to Settlement Screen button. This will add the marked entries to the current settlement and control will return to the settlement detail screen.
(Please note that this settlement template screen may only be accessed from an unposted settlement.)