Frakt24 - FleetX Academy
Finance · Level 3 · Expert and setup

Resource settlement: from basis to locked settlement

Learn how drivers and subcontractors get paid, and why a finished settlement cannot be changed.

New 15 min Ressursoppgjør · module 26
1

Goals and why

What you will learn

  • where the basis for the settlement is on the order
  • enter a deduction with an adjustment, and write the amount correctly
  • check the settlement with Search and find orders that are not included
  • why a generated settlement is locked, and how to correct an overpayment

Invoices bring the money in. The resource settlement pays it out to drivers and subcontractors for the same work. The basis is on the order: the resource fields on the price lines or a fixed resource price, and the Ready for settlement switch.

A settlement has no draft and no approval afterwards. The moment you generate, the orders, adjustments and credit notes are locked to the settlement. The orders' status and resource lines cannot be changed, and the orders cannot be included on a new settlement. If you change the driver on an order afterwards, the settlement does not change. That is why the preview matters. If too much was paid out, you recover it with an adjustment on the next settlement.

2

Key terms

Res. Base / Res. %The resource fields on the price line. Res. Base is the basis per unit that the resource's pay is calculated from. Res. % is how much of the total goes to the resource.
Ready for settlementThe switch in the distribution panel that lets the order into the settlement.
AdjustmentA deduction you enter yourself, in the resource's next settlement. It can be, for example, for a fuel card or an excess. An adjustment can only make the settlement smaller.
Driverbasis / To driverDriverbasis is the basis for the resource in the period. To driver is what actually goes to the resource after the percentage and credit notes, before VAT.
Orders not includedThe orders assigned to the resource in the period that are not included. The reason is shown for each order.
3

Show me

The images show three screens in order: the basis on the order, the adjustments and the settlement run. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

The preview for September shows “7 orders not included”, almost all with the reason Not invoiced. The settlement must go out today. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 3 badge in Finance: 0 of 1 complete.
1. You need to deduct 1,240 kroner for a fuel card in the driver's next settlement. What do you enter in Amount?

2. A generated settlement turned out to use the wrong percentage, and the driver was paid too much. What do you do?

3. A new subcontractor is missing from the Select resource list. What is the most likely cause?

4. A delivered and invoiced order is listed under “Orders not included” with the reason “Settlement ready = No”. What do you do?

5. You have saved an adjustment with the wrong amount. The settlement has not been generated yet. What do you do?

6. You create a deduction with Adjustment date 15 October. Today you run the settlement for September. What happens to the deduction?

7. You choose three drivers in Select resource and enter 500 kroner for work clothes. What is saved?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • There is no separate lock or approval step: generating is the lock. Only a superadmin can delete a generated settlement (support), which releases the orders, adjustments and credit notes.
  • After generating, the settlements are under Reports → Resource settlement search, where they can be printed and emailed. The test tenant has no generated settlements, so the report is empty there. The Orders not on resource settlement report is a good check before the run.
  • Settlements can only be exported to accounting with the subcontractor module (the Accounting Export button and the Settlement Export page). Without it, the settlement is a payout basis that is booked manually.