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Advances


This report displays advances that were issued during a selected date range.


Advance Report Parameters

Field

Description

From/To date

Enter the date range for advance data to display. This filter uses the Advanced On date.

Posted

Select whether to display only Posted, only Not Posted, or All advances.

Applied

Select whether to display only Applied, only Not Applied, or All advances.

Truck

If a truck is selected, only advances associated with that truck will display.

Driver

If a driver is selected, only advances associated with that driver will display.

Carrier

If a carrier is selected, only advances associated with that carrier will display.

Groups

If a custom group is selected, only advances for that group will display.

Driver type

If a driver type is selected, only advances for that driver type will display.

Company

If a company is selected, only advances related to that company will display.

Advance type

If an advance type is selected, only advances of that type will display.

View

Select Extended or Summary view. See column details below for what each view displays.

Exclude negative lines

Check this box to exclude negative lines from the report.

Order by

Select how you would like the report ordered.

Group by

Select if and how you would like the report grouped.

Tip: Use a grouping option on the summary view to see totals for that grouping.

Driver Advances Extended View

Summary View

image-20250528-145303.png

Totals View

image-20251015-205037.png

Applied settlement view

Field

Description

Advance

Displays the advance ID.

Driver/Carrier/Truck

Displays the associated driver, carrier, and/or truck ID.

On

Displays the date the advance was issued.

Location

Displays the location where the advance was issued.

Type (Extended)

Displays the advanced type.

Description (Extended)

Displays the advance type's description.

Posted

Displays whether the advance has been posted.

QTY (Extended)

Displays the advance quantity.

Amount (Extended)

Displays the advance amount before calculation of the total.

Total

Displays the total amount of the advance.

To deduct (Summary)

Displays the amount to be deducted for this advance.

Deducted (Summary)

Displays the amount that has already been deducted.

Applied (Extended)

Displays where the advance has been applied.


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