Understanding Settlement Pay Dates
By default, expenses and fuel transactions appear in settlements based on their transaction date. However, you can control this by:
Using the Settlement Pay Date setting
Adjusting individual transaction dates
Changing the Default Settlement Pay Date Type For Trips
Go to Settings → App Settings → Settlements
Find Default Settlement Pay Date
Choose from:
Delivery Date - Trips appear in the settlement period when delivered
Pickup Date - Trips appear based on pickup date
Custom Date - Manually set the date per trip
Overriding Settlement Date on Individual Trips
To change when a specific trip appears in settlements:
Open the trip
Find the Settlement Pay Date fieldSelect the date type:
Delivery Date (default)
Pickup Date
Custom Date
Save the trip
This controls which settlement period the trip (and its pay) falls into.
Linking Expenses to Specific Dates
For other expenses:
When creating an expense, set the Date to when you want it to appear in settlements
The expense will show in the settlement period that includes that date
Fuel Transaction Dates
Fuel transactions use their Transaction Date for settlement purposes:
To move a fuel deduction to a different period, edit the transaction date
Or wait until generating the settlement and manually include/exclude transactions