Money
Analyze load economics, company results, driver balances, and recorded payments.
What this tab is for
Money combines selected-load reporting, company-wide profit and loss, owner balances, driver or contractor earnings, and the payments entered in CarrierOS.
How to use it
- 1
Choose a date range, driver, load, status, or other filter for the selected-load report.
- 2
Review revenue, operating expense, estimated load pay, company profit, and results by driver or delivery month.
- 3
Open the full-company P&L for overhead, idle fixed cost, true net, reserves, and cash-after-reserve estimates.
- 4
Open Record payments and enter each actual payment or draw with the correct payee, amount, date, and reference.
- 5
Edit or void an incorrect payment instead of creating an unexplained offset.
- 6
Return to driver balances and confirm recorded payments reconcile with the external bank or payroll record.
What to understand
- Selected vs company-wide
- A driver filter changes selected-load results but does not distort company-wide overhead and idle cost.
- Payment ledger
- CarrierOS tracks records entered by the user; it does not move money or process payroll.
- Professional review
- The reports are operating estimates, not tax, accounting, payroll, or legal advice.
Good operating habits
- Record payments consistently and retain the external transaction reference.
- Resolve missing loads, duplicate entries, and model warnings before treating a report as final.