Manual Statements

  • Updated

With Manual Statements generation, CarrierTMS allows customers to build their statements freely, moving loads/segments freely and allowing them to fit any edge case that happens. 

 

Change your statements generation setting:

  1. On your left dashboard, go to Settings >  General Settings > Accounting

  2. On the Statements Generating field, select Manually.

  3. In the popup window that will appear, click Yes, I want to change statements behavior.


  4. Click Save Statement Settings

 

Creating Manual Statements: 

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


  2. Select the Driver and the date range
  3. Select the loads > Click on Add


  4. The statement will be generated based on the select loads:

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