Safety tasks (claims or accidents) can include a financial component that's either charged to the driver/vendor or paid back to them. This is controlled by the Compensation setting on the task, and once recorded, the charge can be applied to the driver's settlement.

Step 1 — Open the Safety Task

1. Go to Safety and open the relevant Claim or Accident record
2. Fill in the task details (MC Number, Driver, Date, Truck/Trailer, etc.) as needed
3. Scroll to the Tasks section and click Add Task if a new task line is needed

Step 2 — Set Compensation Type

In the Driver (or Vendor) row at the bottom of the task, set the Compensation dropdown to one of the following:

Billable — charges the amount to the driver or vendor. It will be deducted from their pay.

Reimbursable — pays the amount back to the driver or vendor. It will be added to their pay instead of deducted.

Step 3 — Enter the Amount

1. Select the Driver or Vendor from the dropdown
2. Set Compensation to Billable or Reimbursable
3. Enter the Amount
4. Repeat for a Vendor row if the charge or reimbursement also involves a vendor

Step 4 — Save

Click Save (or Re-Approve if the task was previously approved and changes were made). The amount will now appear as an open balance under the driver's Safety balance type.

Step 5 — Apply the Safety Balance Within a Settlement

Once the charge exists as a balance, apply it to the driver's statement directly from the salary batch:

1. Go to Accounting > Salary Batches and open the relevant settlement
2. Next to Balances, click Review
3. A popup shows all open balance types, including any open balances like Safety, Salary Adjustments, Reimbursement, Escrow, and Money Code
   
   
   
    
4. Click the icon next to Safety (or click See Transactions) to expand it
5. In the Transactions view, check the box next to the relevant Safety entry to select it for this statement
6. Click Save

The amount will now be added to or deducted from the driver's statement for this settlement period, depending on whether it was set as Billable or Reimbursable.