Driver statement in the app
The driver will be able to see what they are owed and what they owe, either in the app where your plan includes the payment history view or as a Driver Statement shared from the office.
Every advance, trip payment, reimbursement, fuel paid from pocket and cash collected sits on the driver’s record as a transaction, and the net is the Current Balance shown on the Drivers list as Dr or Cr. Drivers want to see the same figures. Where your plan includes a payment history view in the app, they see them on the phone; where it does not, the office shares the Driver Statement report, which lists the same transactions for a date range.
Before You Start
- The driver’s transactions are recorded under Payments › Employee Payments and Payroll, so the balance is complete.
- The driver is logged in to the app, or you have a way to send them a file.
Steps
- In the app, where your plan includes it, the driver opens the payments or history view to see transactions and the running balance. The list mirrors the employee transactions in the web app: advances, trip pay, reimbursements, collections and salary.
- In the office, open Reports › Driver Statement.
- Choose the driver and a Select Range (Current Month, This Financial Year or custom dates).
- Read the statement: each transaction with its date, type, amount and the running balance.
- Print or export to Excel, and share it with the driver on WhatsApp if there is no in-app view.
- After a payroll run, the Payslip from Payroll is the monthly summary: Gross, Additions, Deductions, Net, and the transactions netted in.
What appears on the statement
Line | Comes from | Effect on balance |
|---|---|---|
Advance paid | Employee Payments | Driver owes the company |
Advance given back | Employee Payments | Reduces what the driver owes |
Trip based salary already paid | Employee Payments | Pay received before payroll |
Customer Payment paid | Collections on trips | Cash the driver holds for the company |
Reimbursement / Paid By Employee fuel | Employee Payments, Fuel Tracking | Company owes the driver |
Salary | Payroll run | Monthly pay, netted against the above |
What This Changes
- Nothing. Viewing or sharing the statement writes no transaction.
- The Current Balance on the Drivers list is the figure the statement ends on.
Tips
- Share the statement before payroll, not after; a driver who has seen the advances listed rarely disputes the net.
- Use Single Employee Statement under Finance reports for a staff member who is not a driver.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.