Settlement Summary Email

Each week when a settlement is loaded, you can receive an automated Settlement Summary email. 

To turn these emails on or off, go to Settings > Account Settings > Notification Settings. Add one or more email addresses where you'd like the Settlement Summaries sent. 

If you have more than one Business Unit, scroll down to add an email address for each company separately. 

Here is what each of the numbers in the email means:

1) Total Miles - This is the total number of miles on the settlement for the listed Business Unit.

2) Team Miles - If you run teams, this is the total number of miles run when there are two drivers listed on the settlement.

3) Solo Miles - If you run solos, this is the total number of miles run when there is only one driver listed on the settlement.

4) Spot Miles - If you run Spots (also sometimes referred to as P&D), this is total number of miles to a customer location.

5) Gross Revenue - This is the Total Gross amount from you settlement

6) Trip Revenue - This is total revenue generated from operations after talking out any revenue that is intended to cover fuel expense. This is not the same number as Gross less Fuel.

7) Fuel Revenue - This number adds all revenue intended to cover fuel (part of you VMR and the Fuel Supplement), and subtracts your actual fuel expense. In a scenario where you're fueling 100% on the FDX yard, and your fleet average fuel efficiency is 7.0mpg for the week, your fuel revenues and fuel expenses would break even. If your fuel efficiency is less than 7.0, your fuel revenue doesn't cover all of the fuel expense. If your fuel efficiency is greater than 7.0, the revenue you receive for fuel covers the entire fuel costs and there is some amount left over. 

8) Possible Missing Revenues - if the HaldiTech system identifies things that don't make sense in the data, we alert you so you can determine if there is an issue where you may be owed revenue that wasn't paid. These items should be reviewed as there is often context needed that isn't provided in the settlement statement. Issues can either be submitted for settlement adjustment, or you can mark them as not being situations where a settlement adjustment would apply.