Settlements Builder
What it means: Trips that haven't been added to a settlement yet
Where to find: Settlements → Settlements Builder tab
What you can do: Generate settlements, review trips, select which trips to include
Draft Settlements
What it means: Settlement has been created and saved, but not yet finalized
Where to find: Settlements → Draft Settlements tab
What you can do:
Edit trip pay
Add/remove adjustments
Add/remove fuel deductions
Add/remove other expenses
Continue editing later
Mark as Paid when ready
Paid Settlements
What it means: Settlement has been finalized and marked as paid
Where to find: Settlements → Paid Settlements tab
What you can do:
View settlement details
Export to PDF
Send to driver via email
Export to CSV
Revert to draft if changes needed
Moving Between Statuses
Draft → Paid
When you're ready to finalize:
Open the draft settlement
Review all details
Click Mark as Paid
The settlement moves to the Paid tab
Paid → Draft (Reverting)
If you need to make changes to a paid settlement:
Open the paid settlement
Click the three-dot menu (⋮)
Select Mark as Draft
The settlement moves back to the Draft tab for editing
What Gets Locked When Marked as Paid
When you mark a settlement as paid:
Trips - Become locked and cannot be edited
Fuel transactions - Linked transactions are locked
Other expenses - Linked expenses are locked
Settlement snapshot - A snapshot is saved for historical records
This locking prevents accidental changes to data that has already been settled and ensures your records stay accurate.
Tips
Save drafts frequently so you don't lose your work
Review all details before marking as paid
Use the revert function if you need to make corrections after finalizing