How Deductions and Reimbursements Work in CarrierOS AI
Deductions and reimbursements change driver net pay, so they need clear records before settlement approval. The sections below explain how deductions and reimbursements work in CarrierOS AI and what the office should verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Deductions and reimbursements work in CarrierOS AI: quick answer
Enter or review the line item, connect it to the right driver or load when needed, check the pay period, then verify it appears correctly on the driver statement.
Before you start
- Know whether the item should subtract from or add to driver pay.
- Have receipt or note details ready.
- Know the driver and pay period affected.
Step-by-step instructions
- From Accounting > Expenses or Accounting > Statements / Settlements, open the expense or settlement statement.
- Add or review the line item.
- Choose deduction or reimbursement behavior based on your office process.
- Connect the item to driver, load, or pay period if needed.
- Review the driver statement before approval.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Amount: Money added or deducted.
- Category: The reason for the line item.
- Driver: The person affected by the item.
- Load link: Optional shipment connection.
- Pay period: The statement period where the item appears.
What happens next
After line items are correct, review the driver statement and net pay.
Common problems and fixes
- If an item appears in the wrong period, check the date.
- If a driver does not see the item, check the driver link.
- If the amount is backwards, review whether it is a deduction or reimbursement.
Tips for carrier offices
- Use clear categories.
- Attach receipts when useful.
- Explain unusual items before approving statements.
