The partial and fully locked statement feature allows users to control what charges or additional payments are added to drivers’ statements.
Partial Lock: Prevents statements from automatically syncing when loads are updated, including driver pay changes. Users can still edit the statement manually when it is partially locked.
Full Lock: Prevents statements from automatically syncing when loads are updated and prevent users from manually updating statements. The statement will be read-only when it is fully locked.
This article will cover how to partially and fully lock a statement.
To partially lock a statement:
- On your left dashboard, go to Accounting > Statements
- Search for the driver’s statement.
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On the top right of the driver’s statement, click on the current status:
- A pop-up window will appear. Select Partial Lock to prevent load updates from syncing to the statement:
To fully lock a statement:
- On your left dashboard, go to Accounting > Statements
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Search for the driver’s statement.
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On the top right of the driver’s statement, click on the current status:
- A pop-up window will appear. Select Full Lock to make the statement read-only.
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