1. Settlements

2. 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

3. 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
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

4. 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 = West = 19225
During business hours contact settlement rep.
After hours call
Our goal is to get you and your contractors paid in a timely manner

5. 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 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 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.

6. 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
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, 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 .)
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.

7. 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

8. 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

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

10. Orders not billed

11. 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.

12. Agent Commission Report

13. Agent Commission Report

14. Agent Commission Report

15. Prelim Driver Settlement

16. Unrated Bill Summary Report displays orders with any missing paperwork

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

18. Final Driver Settlement Report Cover Page

19. Final Driver Settlement Report Details Page

20. 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

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

22. Final Agent Commission Report

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

24. Our Invoices from what you bill…

25. 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

26. Settlement recap video available on YouTube