Settlement and four-eyes approval

When one of your drivers drives a job for the company, their money waits in "Settlement" for a decision. You find it in "Run the company" and on the web among the company pages under "Settlement".

Who settles#

The owner decides how payouts run:

• automatic – the automation pays out on its own, or
• by a bookkeeper – a person with the right "Payouts" sees every job and instructs it.

Only the owner can switch this. If a job is left because nobody acts, the automation settles it on its own after a fixed period – shown at the top of the page.

Instructing a job#

Every waiting job shows driver, route, kilometres, the company's revenue, trip pay and allowance. Jobs where something stands out are flagged ("Flagged - please look at this one.") and the automation names its reason – cargo damage, for example.

1. "Instruct" on one job – or select several and "Instruct selected".
2. Confirm. The money reaches the driver about half an hour later.

Reducing#

A reduction is optional and always needs a reason: "driving too fast", "cargo damage", "total loss", "not plausible" or "other" – "other" also needs an explanation. A reduction applies to every job of one click; if you want different amounts, decide the jobs one by one.

Undo reduction: as long as the money has not been credited, the owner (or whoever may "Revoke a settlement") can take the reduction back. The job number is in the message to the driver. The driver then gets the full amount.

Four-eyes approval#

Large amounts should not depend on a single person. So the owner can set that a second approval is needed from a certain amount – in the company's settings under "Four-eyes rule from amount". By default it is off.

How it works:

1. Someone with a money right – a bookkeeper, for example – instructs a job, transfers company money, invests it, pays a bonus or applies for a company loan. If the amount is above the limit, it first becomes a pending request.
2. The pending request appears on the card "Waiting for approval".
3. The owner or a second person holding the same right approves it with "Release". Never the same person twice.
4. Whoever filed the request can take it back with "Withdraw".

Good to know:

• The owner always goes straight through. They need no second signature – otherwise a company they run alone would be stuck.
• A pending request that nobody approves expires after a set period – or as soon as the person who filed it leaves the company.
• Every pending request and every approval is recorded in the company log: who, when, what.