Settlements

Roll of the Settlement Department Audit Billing Docs Issue Comchecks Manage Fuel Cards Resolve Issues Finalize Weekly Settlements Our goal is to get you and your contractors paid in a timely manner

Our goal is to get you and your contractors paid in a timely manner General Information Agent and driver settlements can be viewed on the Agent Portal every Wednesday at 2pm. Also, drivers have access to their settlements by visiting PitStop at http://drivers.evansdelivery.com Settlements are paid every Friday through Direct Deposit or via Comdata Card. Our goal is to get you and your contractors paid in a timely manner

How Comchecks Work: Comchecks are for Emergencies only. Comchecks must be requested via the agent and they assume the credit risk. Customer number will always remain the same. Evans = 38807 West = 19225 During business hours contact settlement rep. After hours call 800-456-7885 Our goal is to get you and your contractors paid in a timely manner

Cardholders Managing Comdata Agents Managing Comdata As Comdata cardholders, your contractors have several convenient options for managing their cards, such as, checking balances and depositing funds to a bank account. To perform these tasks and more, they can either use the Comdata Cardholder Web Portal by visiting www.cardholder.comdata.com or by using the new FleetAdvance mobile app. Agents Managing Comdata Agents can manage their contractor’s ability to purchase fuel with his/her Comdata card or even block a card in case it is lost or stolen. You may log into the Comdata website at www.iconnectdata.com with your user ID and password. The agent login credentials are provided by the IT department during the agent boarding process. Further details are provided in the Agent Guide Book.

Comdata Cardholder Web Portal Cardholder Web is an online, self-service website that allows card holders to monitor and manage their card from a computer. Visit www.cardholder.comdata.com First-time users will need to register and create a profile, including a username and password. To register, they will need to enter their card number and activation code. If they do not know their activation code( Same as their “Log ID number” ), they may contact their agent or terminal manager.). After entering the activation code, they can set up the following details on their profile: username, email address, a desired password, and a security question. Click Submit when finished. (If they forget their login credentials, click the Username or Password link on the login page to retrieve that information via email.) They are now registered for Cardholder Web. They can securely check their account balance, deposit funds, view up to 14 months of account activity, and print account statements.

Settlements Billing must be completed by Tuesday 6:00 AM!! The system locks down for weekly settlements at that time no documents can be accepted after 6:00 am. Documents scanned in on a Tuesday are not viewable till Wednesday At least 1 document has to be scanned in under Billing to bill the customer 240+ agents 5,000+ contractors to settle each week Our goal is to get you and your contractors paid in a timely manner

Recommendations for Success! Establish a weekly cut off day/time with your contractors. Consider Thursday by noon or EOD Friday for processing. Scan and bill as much work as possible by Friday to avoid last minute issues Mondays should be used to work with your settlement representative on any missing paperwork or issues. Reports should be ran including orders not billed, preliminary driver settlement report and agent commission report Make sure all paperwork is legible Confirm rate billed matches rate confirmation/delivery order (this includes revisions) Must have approval for all accessorials billed Our goal is to get you and your contractors paid in a timely manner

Agent Commission Report and Prelim Driver Settlement Report do not show deductions. Run report Tue-Mon

Orders not billed

Bill Pay Doc Status Report Displays an excel report that will show a 7day date range of all orders created on the Billing Screen. This can be helpful to give a list of current statuses on your orders.

Agent Commission Report

Agent Commission Report

Agent Commission Report

Prelim Driver Settlement

Unrated Bill Summary Report displays orders with any missing paperwork

 This includes documents classified under Misc (MI) & Interchange (IN) 

Final Driver Settlement Report Cover Page

Final Driver Settlement Report Details Page

Driver Settlement Deductions (may vary) ELD Deductions at $6.50 per driver Bobtail deducted weekly at $8 OCCACC deducted weekly Physical Damage deducted weekly by tractor value Comdata Fee deducted as charged with 1 week delay ($1.65-$1.90) Comchecks deducted next settlement minimum $15 fee Permit/UCR fee at $15 in first settlement and once per year Our goal is to get you and your contractors paid in a timely manner

Final Agent Commission Report Our goal is to get you and your contractors paid in a timely manor

Final Agent Commission Report

Final Agent Commission Report Our goal is to get you and your contractors paid in a timely manner

Our Invoices from what you bill…

Successful Billing TUES TUES To receive commission you must click any “Bill Customer” button To pay a driver you must click any “Pay Driver” button You can do both at the same time by clicking “Bill Customer/Pay Driver” At least 1 doc must be scanned in and classified as a “Billing” doc in order to bill the customer and the agent receive commission. Run reports especially prelim-reports to make sure commission and driver pay is correct

Settlement recap video available on YouTube https://www.youtube.com/watch?v=n5AZXw3Bv-o