Video summary

EBH Tractor Settlements Webinar

Main summary

Key takeaways

Product Review

Product reviewed

EBH Tractor Settlements (new feature in the agent portal) — specifically the:

  • Preliminary Tractor Settlement report
  • Final Tractor Settlement report

These reports include an updated look, added fields, and improved readability.

Key features mentioned

Where to find the reports

Go to:

  • Agent portal → Reports tab → “new tractor settlement reports from ebh”
  • Select either Preliminary or Final

Access support

If you can’t see the reports, contact the Tech Deck team to have them added to your access.

Preliminary Tractor Settlement report (PDF/Excel)

  • Search filters
    • Filter by Tractor number and Vendor number using dropdowns
    • Leaving filters blank returns the full list
  • Exports
    • Run/export as PDF or Excel
  • Cover page improvements
    • A more user-friendly cover page (“easier to read/easier on the eyes”)
    • Shows up-front totals
  • New on the preliminary cover page
    • Total adjustments per tractor (helps prevent “adjustment surprises” later)
  • Detailed page improvements
    • Includes Pay codes
    • Includes Taxable (yes/no) (not shown previously in preliminary per the speaker)
  • Additional detail
    • Includes created by (the user who created the order)

Final Tractor Settlement report (PDF/Excel)

  • Access
    • PDF via a date hyperlink
    • Excel via a green button
  • New/updated cover page fields
    • Escrow balance
    • Maintenance balance (maintenance accounts are optional)
    • Fuel discount received (current week + YTD)
    • Report date executed and billing cutoff context (e.g., Tuesday cutoff example)
    • Executed by (AAR who ran the report)
    • Settlement accounting week
  • Terminology change
    • “Gross revenue” is replaced with “Order pay” in the YTD section
  • New fields to clarify negatives / timing
    • Previous balance due (only appears if the previous week settlement was negative)
    • Previous weeks skipped/hold (shows adjustments skipped/held from prior week)
  • Adjustments visibility
    • An “Adjustments on hold” section appears under adjustments
  • Detailed report improvements
    • New billing date field (stamped when the agency clicks “paid driver” / “bill customer pay driver” button)
    • Pay codes continue to appear, with driver pay breakdown per pay code
    • Adjustment details include notes and who made the adjustment (example: EFS advances for diesel fuel)
  • Visual cue
    • Negative values display in red

Pros (explicitly stated or strongly implied)

  • Much easier to read (“easier to read/easier on the eyes,” similar to agent commission reports)
  • More transparency earlier
    • Preliminary report shows total adjustments up front to reduce surprise
  • More informative detail
    • Added/expanded pay codes, taxable flag, created-by, and billing date
  • Better handling of negative/rolled-over situations
    • Fields like previous balance due and skipped/hold help explain carryovers and why they happened
  • Clearer visual cues
    • Negative figures in red
  • User flexibility
    • Can view/download as PDF or Excel
  • Driver communication support
    • A flyer was created to summarize settlement breakdowns for drivers

Cons / limitations mentioned

  • No direct “cons” were stated, but there was a practical note:
    • Drivers may need a brief walkthrough (“you might have to go over it with them once”) even though the flyer is intended to make it understandable.

Comparisons made

  • Versus the old system
    • The webinar emphasizes moving away from the old settlement system to “fresh reports” with improved readability and more information.
  • Versus agent commission reports
    • The look and feel are intentionally aligned with new agent commission reports.

User experience notes

  • Navigation flow: Agent portal → Reports tab
  • Users can search using tractor/vendor
  • The webinar walkthrough highlights:
    • Cover page totals first (more up-front info)
    • Detailed line items afterward as the user scrolls
  • The presenter notes prior difficulty explaining negative settlement carryovers, and states the new fields address that.

Unique points mentioned (all)

  1. Reports are located in agent portal → Reports tab.
  2. If not visible, contact Tech Deck to add reports.
  3. Preliminary and final tractor settlement reports are available.
  4. Preliminary supports filtering by tractor/vendor; blank filters show the full list.
  5. Preliminary supports PDF or Excel.
  6. Preliminary cover page shows totals: total revenue, escrow amount, total tractor pay, tractor settlement amount.
  7. New on preliminary: total adjustments per tractor.
  8. Preliminary is more user-friendly and prevents adjustment surprises.
  9. Preliminary detailed page includes order numbers, container, customer, pickup/delivered to, pay codes, taxable (yes/no), created-by.
  10. Final supports PDF via date link and Excel via green button.
  11. Final cover page includes owner info, agent code, tractor number, report name, date executed, executed by, settlement accounting week.
  12. Final cover page includes escrow balance and optional maintenance balance.
  13. Final cover page includes current week fuel discount received and YTD fuel discount received.
  14. Terminology change: Order pay replaces gross revenue in YTD.
  15. Final introduces previous balance due (only if last week was negative).
  16. Final introduces previous weeks skipped/hold.
  17. Definitions provided: - Skipped = recurring adjustments not applied to this settlement. - Hold = a single adjustment held to a future settlement.
  18. Final report includes net amount due.
  19. Final report includes adjustments on hold.
  20. Final detailed report includes a new billing date field.
  21. Final detailed report includes pay codes and driver pay breakdown by pay code.
  22. Final report includes adjustment notes and the responsible AAR (example: EFS advances for diesel fuel).
  23. Negative figures display in red.
  24. Pay codes are referenced in the agent guidebook under Training → Settlements → Settlement pay codes.
  25. A flyer was created for drivers to explain settlement breakdowns.
  26. Flyer credit goes to Jesse Urkel (marketing team).
  27. Community Q&A: if another agent “intercompany moves” a tractor payment, the order number will show to the related agent (yes answer).
  28. Next webinar planned: next Thursday the 21st at 2 o’clock.

Speakers / roles (as referenced)

  • Primary presenter: Lisa (referred to in chat: “Hey Lisa see your question here”)
  • Mike: mentioned as holding down the chat and providing answers
  • Tech Deck team: referenced for technical access/help
  • Marketing team member: Jesse Urkel credited for creating the driver flyer

Concise verdict / recommendation

Recommendation: Yes—worth adopting.

The webinar frames EBH’s new Preliminary and Final Tractor Settlement reports as a significant improvement over the old system: clearer design, more up-front adjustment transparency, additional fields (pay codes, taxable, billing date), better explanation of negative carryovers (previous balance due, skipped/hold), and easier driver understanding via a flyer.

Original video