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Settlement Templates


Navigation: Rate & Pay → Set Up Options → Default Report Forms

Click here for more information on changing templates.

This page lists all settlement document templates available in the TMS. The default template used system-wide is set in Rate & Pay Setup Options and can be overridden as needed.


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Rate & Pay Settlement template


Settlement - Default

This template is the Ditat default option. This is what most accounts will start with unless adjusted in the settings.

Settlement - Default


Settlement - Default No Description

Same as the default, but excludes the description added to the individual settlement.

Settlement - Default No Description


Settlement - No Miles

Same as the default, but excludes the miles from the load and the individual settlement description.

Settlement - No Miles


Settlement - Ref 1

Variant of the default that includes the first shipment reference number and a total miles amount next to the total pay.

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Settlement - Ref 1


Settlement - Miles and Ref1

Includes the first shipment reference number and loaded miles next to each trip. Empty and loaded miles are totaled at the bottom next to the total pay.

Settlement - Miles and Ref1


Settlement - no Quantity

Excludes the pay quantity and miles from the load.

Settlement - No Quantity


Settlement - with Mileage

Includes empty and total miles for each trip. Does not include the company logo.

Settlement - With Mileage


Settlement - with Stops

Includes all trip stops and empty, loaded, and total miles for each trip. Does not include the company logo.

Settlement - With Stops


Settlement - Truck Trailer

Includes the truck and trailer from the trip, empty and loaded miles, and the carrier invoice number for brokerage loads.

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Settlement - Truck Trailer


Settlement - Ref1 and Truck

Includes the truck number and first shipment reference number for each trip. Does not include the company logo.

Settlement - Ref1 and Truck


Settlement default neg

Uses a negative symbol for negative amounts rather than parentheses. Example: -$5,250.00 instead of ($5,250.00)

Settlement Default Neg


Settlement AGR Total

Displays the AGR rate that percentage-based drivers will be paid from.

Settlement AGR Total


Settlement Ref1 and Gross

Displays the first shipment reference number, Ditat trip number, stop pickup and delivery info, empty and loaded miles, and the truck number.

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Settlement Ref1 and Gross


Settlement Ref all Stops

Displays the Ditat trip ID, first shipment reference number, truck number, trailer number, and all stops data.

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Settlement Ref all Stops


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