Locking Driver's Statement

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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:

  1. On your left dashboard, go to Accounting > Statements

  2. Search for the driver’s statement.

  3. On the top right of the driver’s statement, click on the current status: 


  4. A pop-up window will appear. Select Partial Lock to prevent load updates from syncing to the statement:

 

To fully lock a statement:

  1. On your left dashboard, go to Accounting > Statements

  2. Search for the driver’s statement.

  3. On the top right of the driver’s statement, click on the current status: 


  4. A pop-up window will appear. Select Full Lock to make the statement read-only.

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