Transport Pro Void a Settlement

Void a Settlement

Void Settlements in Transport Pro Transport Pro makes it easy to void a settlement.

This guide details each step you need to take to void a settlement.

Void a Settlement

1. Follow the path in the menu Settlements > Reports > Completed Settlements Report.
2. A Completed Settlements Report window will open and prompt you to filter any preferred criteria.

The system does require you to enter at least one type of search criteria.

Based on your search criteria, a list of search results will populate.

1. Click on the Settlement ID of the settlement you want to void.
2. A Settlement Summary window will open.

In the upper right-hand corner of the page click on the “Void Settlement” link.

1. A box will pop up and ask you, “Are you sure you want to void this settlement?” As long as you still want to void the settlement, click “OK.”

Reprocess a Voided Settlement

Once you void a settlement, the system places the voided items back into pending settlements so that you can reprocess the settlements at a later time.

1. To re-process the voided settlements, navigate back to the pending settlement detail screen for the correct account.

To do so, follow the path in the menu Settlements > Process Settlements > Company Drivers OR Owner Operators (depending on who you need to settle).

In this example, we'll re-process a settlement for a company driver.

1. Find the correct account and click the “Settle” icon out to the right.
2. A list of pending settlements will appear.

Check the box out to the right of each item you want to include.

Then, click “Approve.”