Completing Legs¶

When a leg's freight has been delivered and all stops are checked out, the final step is to complete the leg. Completing a leg locks in the financial details, triggers a settlement for the carrier, and moves the shipment toward completion.

Overview¶

Leg completion is the bridge between operations and accounting. The system walks you through a wizard that verifies documents are in order, confirms the amounts, and lets you break down payments before finalizing. Once confirmed, the leg status changes to Completed, a settlement is automatically created for the carrier, and any linked shipments update their status accordingly.

Only legs in Delivered status with all stops checked out can be completed. If you make a mistake, an admin can revert the completion.

Getting There¶

Open Loads > Legs from the top navigation bar.
Find the leg you want to complete and click it to open the form view.
Click the Complete button in the header bar.

The Complete Leg wizard opens as a pop-up.

How It Works¶

When to Complete a Leg¶

Complete a leg when all of the following are true:

The freight has been delivered to the final stop.
All stops on the leg are in Checked Out status.
Proof of delivery documents have been uploaded (or you are comfortable proceeding without them).
You have confirmed the correct customer rate and carrier service pay.

If any stops are not checked out, the system will block you and show an error message.

The Complete Leg Wizard¶

The wizard has several sections that guide you through the completion process.

Document Verification¶

On the right side of the wizard, you will see two document status sections:

POD -- Lists each delivery stop and shows how many proof of delivery documents are attached. If a stop has no POD, it will say "No POD attached." This is informational only -- the system will not block completion if PODs are missing, but you should verify they are uploaded before confirming.
RateCon -- Shows the rate confirmation documents attached to the linked shipment(s). If none exist, it will say "No rate confirmation documents." Again, this is a visual check for you, not a hard requirement.

Review these before clicking Confirm Complete. If documents are missing, you can cancel the wizard, upload the files, and come back.

Customer Rate and Service Pay¶

On the left side of the wizard, you will see two financial fields:

Rate -- The customer rate for this leg. This is pulled from the linked shipment(s) and shown as read-only. If the rate needs to change, update it on the shipment before completing.
Service Pay -- The amount you are paying the carrier for this leg. This is pulled from the leg record and shown as read-only. If the pay needs to change, update it on the leg before completing.

Service Pay Splits¶

Service pay splits let you break down the carrier's payment into categories like line haul, fuel surcharge, lumper fees, and so on. This is useful for detailed accounting and for handling mixed payment methods (for example, part ACH and part cash).

When the wizard opens, if the leg already has splits saved from earlier, they will appear automatically. If not, you can add them:

Click the split icon next to the Service Pay field to initialize splits.
The system creates a single line for the full amount, defaulting to ACH.
Add more lines as needed -- select a Payment Type and enter the Amount for each.
Watch the Remaining indicator. It shows the difference between the service pay total and the sum of your split lines. This number must be zero before you can confirm.

To remove all splits and go back to a simple single-amount payment, click the remove button.

Example: A leg pays $2,500 total. You split it as:

Payment Type	Amount
Line Haul (ACH)	$2,200
Fuel Surcharge (ACH)	$200
Lumper (Cash)	$100
Total	$2,500
Remaining	$0.00

If splits do not add up to the service pay, the system will show an error when you try to confirm.

Rate Splits¶

When a leg has exactly one linked shipment, you can also split the customer rate into categories (for example, line haul and fuel surcharge on the billing side). This works the same way as service pay splits:

Click the split icon next to the Rate field.
Add lines with a Payment Type and Amount for each.
The Remaining indicator must reach zero.

Rate splits are only available for single-shipment legs. If the leg has multiple shipments, see the Multi-Shipment Legs section below.

Multi-Shipment Legs¶

When a leg is linked to two or more shipments, the wizard switches to a multi-shipment layout. Instead of a single rate field, you will see a table of per-shipment rate lines with the following columns:

Shipment -- The shipment reference.
Rate -- The customer rate for that shipment, pulled from the shipment record. Each rate has its own split icon so you can break it down into payment categories (line haul, fuel surcharge, etc.) independently per shipment.
Status -- Shows whether completing this leg will finalize the shipment. If all of the shipment's other legs are already completed, it will say "Will be finalized." Otherwise, it will say "Has remaining legs."

Below the table, an Aggregate Rate Total shows the sum of all per-shipment rates.

If completing this leg will finalize one or more shipments and auto-invoicing is enabled in settings, a yellow disclaimer banner appears at the top of the wizard. It lists which shipments will be finalized and tells you that draft invoices will be created for them.

Service pay splits work the same as for single-shipment legs.

Cash Receipt Confirmation¶

If any of your rate split lines use the Cash payment type, an extra confirmation checkbox appears at the bottom of the wizard:

I confirm that cash payment has been received

You must check this box before the system will let you confirm completion. This ensures that someone has acknowledged the cash was physically collected. The system records who confirmed it and when.

Confirming Completion¶

Once you have reviewed the documents, verified the amounts, and balanced any splits:

Click Confirm Complete.
The system validates that all splits add up (if you used them) and that cash receipt is confirmed (if applicable).
If everything checks out, the wizard closes and the following happens automatically:
The leg status changes to Completed.
The completion date and your name are recorded on the leg.
If the leg is not brokered and has a truck assigned, the truck becomes Available again.
A draft Settlement is created for the carrier (if auto-settlement is enabled in settings).
If all legs on a shipment are now completed, the shipment status changes to Completed.
If some legs on the shipment are delivered or completed (but not all completed), the shipment moves to Delivered.
A draft invoice may be created for completed shipments (if auto-invoicing is enabled in settings).

If the auto-settlement fails for any reason, you will see a yellow warning notification. The leg completion still goes through -- you just need to create the settlement manually from the Unsettled Legs view later.

Reverting a Completed Leg¶

Sometimes you need to undo a completion -- the amounts were wrong, the wrong POD was attached, or the leg was completed by mistake. Admins can revert a completed leg back to Delivered status.

Who can do this: Only users with the TMS Admin role.

When to Revert¶

The customer rate or service pay was entered incorrectly.
Wrong documents were attached and need to be replaced.
The leg was completed prematurely (for example, before the driver confirmed delivery).
Splits were set up incorrectly and need to be redone.

How to Revert¶

Open the completed leg.
Click the Revert to Delivered button in the header bar.
The Revert to Delivered wizard opens, showing a warning message and listing any settlements that will be affected.
Review the settlement list carefully. The wizard shows each settlement's name, current status, and net pay amount. These settlements will be voided and deleted.
Click Confirm Revert.

What Happens When You Revert¶

The leg status goes back to Delivered.
The completion date and completed-by fields are cleared.
All linked settlements that are not already paid are voided and deleted.
Any cash advance deductions that were created during completion are deactivated.
Linked shipments adjust their status: back to Delivered if the shipment has a mix of delivered and completed legs.
A note is added to the leg's message history recording who performed the revert.

Important: You cannot revert a leg if its settlement has already been paid. You would need to void the paid settlement manually first, then revert the leg.

Shipment Auto-Completion¶

You do not need to complete shipments separately. Shipments complete automatically based on their legs:

When all legs linked to a shipment reach Completed status, the shipment automatically moves to Completed.
When some but not all legs are completed (and the rest are delivered), the shipment stays at or moves to Delivered so you know there is still work outstanding.
If a completed leg is reverted, the shipment moves back to Delivered.

This means your workflow is always focused on legs. Complete each leg as its freight is delivered, and the shipments take care of themselves.

Tips & Common Questions¶

Q: I clicked Complete but got an error about stops not being checked out. What do I do? Go back to the leg and look at the Stops & Routing tab. Find any stop that is not in Checked Out status. You need to record the check-in and check-out at every stop before the leg can be completed. If a stop was skipped in real life, check with your operations team about how to handle it.

Q: Do I have to use splits, or can I just complete with a single amount? Splits are optional. If you do not need to break down the payment into categories, just leave the splits alone and click Confirm Complete. The full service pay amount will be used as-is.

Q: The POD status shows "No POD attached" but I know the driver uploaded it. Where is it? POD documents must be attached specifically to the delivery stop, not to the leg or shipment. Open the delivery stop record and check if the POD was uploaded there. If it was uploaded to the wrong place, move it to the correct stop before completing.

Q: I completed a leg but did not see a settlement created. Why? Check two things: First, make sure auto-settlement creation is enabled in Settings. Second, look for a yellow warning notification -- if the system tried to create a settlement but failed, it will tell you. In that case, go to Settlements > Unsettled Legs and create the settlement manually.

Q: Can a dispatcher (non-admin) revert a completed leg? No. Only users with the TMS Admin role can revert completed legs. If you need a revert, ask your admin.

Settlements -- How settlements are created and managed after leg completion
Invoices -- How invoices are generated for completed shipments
Stops & Tracking -- Managing check-ins and check-outs at stops