How to Create a Settlement Batch in CarrierOS AI
Settlement batches group driver statement work for a selected pay period. Follow the steps below to create a settlement batch in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Create a settlement batch in CarrierOS AI: quick answer
Open Driver Settlements, choose the pay period, create a new statement or batch, review loads and deductions, then keep statements in draft or review until approved.
Before you start
- Driver records should be set up.
- Completed loads should have driver assignments.
- Deductions, reimbursements, and expenses should be entered before final review.
Step-by-step instructions
- From the left menu, open Accounting > Statements / Settlements.
- Review the suggested pay period.
- Choose New statement or batch action.
- Select drivers or the pay period.
- Review generated statements.
- Keep drafts until the office verifies loads, deductions, and net pay.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Pay period: The date range covered by the statements.
- Driver: The driver receiving the statement.
- Loads: Completed loads included in pay.
- Deductions: Amounts subtracted from gross pay.
- Net pay: Final pay after deductions and adjustments.
What happens next
After creating the batch, review each driver statement before sending or marking paid.
Common problems and fixes
- If a load is missing, check driver assignment and completed status.
- If deductions are wrong, review expense and deduction records.
- If pay period is wrong, review settlement settings.
Tips for carrier offices
- Do not approve statements before checking load assignments.
- Review deductions with clear notes.
- Keep draft and paid statuses accurate.
