The accounting feature allows dispatchers or fleet owners to manage the financial process once a load has been completed. From this section, you can create driver settlements, invoice customers for completed loads, track expenses, and generate quarterly IFTA reports for tax purposes.
To access the accounting module, click Accounting on the right-hand side of the screen.
To access driver settlements , click on the Accounting dropdown and then click on Driver Settlement.
The driver settlement tab allows you to create an invoice with the driver payment details on completed loads.
From this tab you will see all of your drivers on the left, click one to see the list of loads they have completed. From there, you can select the load you would like to generate an invoice for by checking the box on the left-hand side. You can also add additional line items to each load from this screen if needed.
Once you have everything selected, click Create New Settlements in the bottom right.
This should create a settlement at the top of the screen under Unfinalized Settlements for you to review prior to sending to the driver. Review the document by clicking the generated PDF.
When you are ready to submit, click the finalize button and the settlement invoice will be sent to the driver's email.
You can see a list of all of the created settlements and resend them from the payment report tab.
Trucker Path COMMAND has direct integration with QuickBooks so you are able to process transactions through this third-party partner.
Click QuickBooks from the account module dropdown on the left-hand side to access the page to set up your integration.
Click Connect to log into your QuickBooks account, log in, and match all of your COMMAND items with the appropriate QuickBook item so the information matches when the two systems communicate.
Utilize the Customers tab to share contact information saved between COMMAND and QuickBooks.
Verify invoice status between COMMAND and QuickBooks from the Invoices tab.
The Invoice tab allows you to create new invoices and keep track of your previously created ones. Move them from Draft, to Sent, to Paid from this tab.
New invoices are usually generated from the load details page while completing a load, but you are also able to create one from this tab as well.
Track and review all of your drivers' expenses to make sure they are paid appropriately. Click the Expense tab under the Accounting module on the left-hand side.
From here you can see all of your current expenses that are "In Review" or "Reviewed". Update each line item by clicking the ellipsis on the right-hand side. Drivers are able to add these items to this part of the dashboard via the app.
Click Add New Expense to create a new expense manually.
Fill out the appropriate information to add a line to the list.
Generate IFTA reports based on the information imported from the ELD and completed trips inside of the COMMAND dashboard.
Click "Refresh ELD Information" to pull in mileage from completed trips or click "Add" to add mileage manually.
Review fuel expenses from the Fuel Expenses, IFTA Reports, and Settings by clicking one of the tabs at the top of the page.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at email@example.com or by phone at +1 (833) 929-4441.
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