Go to Operations → Load Management → Loads → Delivered Loads to approve the settlement amount for a load. The purpose of the settlement is to confirm that pay to amounts are correct per the broker’s agreement with the Carrier. The actual payment and release of funds is managed by users with the Financial role.
Click the icon next to the load.
Verify that all necessary costs and documents are correct. Click on the Settlement button to continue with the approval. A summary of all rates and payment terms will open.
Click Approve to continue. The Payment Amount and Pay Date will update in the load overview.
If any changes need to be made to the settlement, the Adjust Settlement function can be used to update the amounts.