Managing Settlements | Fleet Hawks Inc

Managing Settlements

Add Settlement

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Settlements/Payments on the left bar.
  5. Click on the Settlements under Settlements/Payments.
  6. Click on the Add Settlement at the top right of the screen.
  7. Select Settlement For example Driver. 
  8. Select Settlement Date.
  9. In the next field select whose settlement to be done for example Select Driver.
  10. Select From Date, To Date & Search for unsettled trips.
  11. Users can select Yes/No under Show Fuel to see fuel entries related to the selected trip.
  12. Select the trip you want to settle, Select using the Checkbox.
  13. Users can Add/Deduct Fuel Expenses as per choice.
  14. Check the Calculations.
  15. Click on the Save button at the bottom right.
  16. The settlement is added.
Note: User can use Addition & Deduction as per choice when doing settlement.

Edit Settlement

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Settlements/Payments on the left bar.
  5. Click on the Settlements under Settlements/Payments.
  6. Click on the 3 dot button in Actions for the Settlement you want to edit.
  7. Select the Edit option from the pop-up.
  8. Change the details you want to edit.
  9. After editing select the Update button at the bottom right.
  10. The settlement has been edited.

Delete Settlement

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Settlements/Payments on the left bar.
  5. Click on the Settlements under Settlements/Payments.
  6. Click on the 3 dot button in Actions for the Settlement you want to delete.
  7. Warning Pop Up will come up, select OK.
  8. The settlement is deleted.
Note: For data consistency purpose all delete operations are not actual deletes. They are still retained but not displayed.

    • Related Articles

    • Managing Driver Payments

      Add Driver Payment Open the website on the browser using https://app.fleethawks.com. Login with Username & Password. Click on the Accounts tab at the top of the bar. Click on the Settlements/Payments on the left bar. Click on the Driver Payments ...
    • Managing Advance Payments

      Add Advance Payment Open the website on the browser using https://app.fleethawks.com. Login with Username & Password. Click on the Accounts tab at the top of the bar. Click on the Settlements/Payments on the left bar. Click on the Advance Payments ...
    • Managing Expense Transactions

      Add Expense Transaction Open the website on the browser using https://app.fleethawks.com. Login with Username & Password. Click on the Accounts tab at the top of the bar. Click on the Expense Transactions on the left bar. Click on the Add Expense at ...
    • Managing Employee Payments

      Add Employee Payment Open the website on the browser using https://app.fleethawks.com. Login with Username & Password. Click on the Accounts tab at the top of the bar. Click on the Settlements/Payments on the navigation bar. Click on the ...
    • Managing Chart Of Accounts

      Add Account Open the website on the browser using https://app.fleethawks.com. Login with Username & Password. Click on the Accounts tab at the top of the bar. Click on the Add Account at the top right of the screen. Select Account Type for example ...