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Transport Pro Recurring Settlements

Recurring settlements automate deductions, earnings, or reimbursements—for example an automatic loan repayment from a driver’s settlement. You can set a cap and a recurrence pattern for a defined period.

Summary

Add a recurring settlement with status, account, code, type, rate, optional cap, start date, and recurrence pattern. Use companion codes for garnishments, then search and edit recurrences as needed.

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Add a Recurring Settlement

Go to Settlements > Recurring Settlements > Add Recurring Settlement (menu path may vary slightly by installation).

Recurring Deduction, Earning, or Reimbursement entry form.
  • Status: Active (running), Hold, or Complete (finished).
  • Account Name: Required—the driver or account receiving the deduction, earning, or reimbursement. Existing accounts autocomplete as you type.
  • Driver / Tractor / Trailer: Optional. Useful for fleet owners (settlements split by tractor) or insurance tied to a tractor. For a single owner-operator who slip seats, omit the truck so you do not have to update it when equipment changes.
  • Code: Settlement code that appears on the settlement. Must already exist (see billing and settlement codes). The code’s rate drops in and can be overridden.
  • Type: Deduction, earning, or reimbursement.
  • Create initial entry?: Check to push through immediately. Available only before the first save.
  • Rate: Flat rate, or percentage when recurrence is Per Settlement (Gross) or Pay Per Settlement (Net).
  • Cap amount: Optional maximum (for example stop deductions after a $1,500 loan is repaid).
  • Start date: When the recurrence begins. Recurrences are not retroactive—if you enter after the start date, check Create initial entry to push the first occurrence.
  • Recurrence pattern: Time schedule (daily/weekly/monthly/yearly with end date or occurrence count), per load, or per settlement.
  • Comments: Optional internal or external notes.
Status dropdown with Active, Hold, and Complete options.
Driver, tractor, and trailer fields on the recurring settlement form.
Create initial entry checkbox and rate fields.
Recurrence pattern options including time schedule and per settlement.

If you do not need a companion code, click Save Record.

Add a Companion Code

Companion codes are optional and typically used for garnishments—for example a $100 weekly deduction with a matching $100 reimbursement showing payment to the IRS.

  • Companion Code: Must already exist as a settlement code.
  • Companion Code Type: Deduction, earning, or reimbursement.
  • Companion Method: Flat or percentage.
  • Companion Amount: Amount for the companion entry.
  • Companion Default Account: Driver or vendor (for example IRS). Add vendors under Settlements > Settlement Vendors > Add New Vendor if needed.
Companion code section on the recurring settlement form.
Companion Default Account field for garnishment vendor.

Click Save Record when finished.