# Faster Settlements, Stronger Reports, Audit‑Ready Changes & More!

Version 0.24.0, released 2025-07-29. Source: https://vektortms.com/releases/faster-settlements-stronger-reports-audit-ready-changes-and-more

> Focused improvements you can feel right away: reports are more detailed and fast, settlements run & export faster, audit trails are clearer with detailed event logging, and cost logic provides now even more control & visibility!

![Faster Settlements, Stronger Reports, Audit‑Ready Changes & More!](https://storage.googleapis.com/vektor-public-storage/changelog/4f4a0e78-dc90-4454-8d04-3034d9010394.webp)

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### 📊 Reporting Improvements (Revenue by Dispatcher, RPM, Order Export)

**What’s new?** These reports now run on **new search engine** with **time‑zone handling improved**, affecting stability and performance. And new profit metric incorporated in all reports.

**How to use:** Open **Reports** and run the same report names - you’ll notice steadier results and quicker responses along with expanded data points.

**Why it matters:** Faster queries make Vektor’s data more usable in day‑to‑day ops.

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### 💸 Settlements Performance Boost

**What’s new?** Settlement **sync** and **PDF generation** are significantly faster.

**How it helps:** Shorter verification cycles and faster pay runs - especially important for high‑volume weeks.

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### 🧾 Settlements Tab on Driver & Vendor Profiles (ZIP Export)

![Faster Settlements, Stronger Reports, Audit‑Ready Changes & More!](https://storage.googleapis.com/vektor-public-storage/changelog/98b11460-4f37-424a-807c-9b6f09975aa0.webp)

**What’s new?** New **Settlements** tab on **Driver** and **Vendor** profiles (also in **Edit Driver**) with the ability to **select** settlements and **export** them as a **ZIP**.

**How to use:** Go to a **Driver** or **Vendor** profile → **Settlements** → select rows → **Export**.

**Why it matters:** One place to review history and bulk‑download docs - ideal for audits, factoring, and dispute resolution.

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### 🗂️ Audit Logging for Document Changes

![Faster Settlements, Stronger Reports, Audit‑Ready Changes & More!](https://storage.googleapis.com/vektor-public-storage/changelog/6f38e3a1-95a6-42d6-8c5c-422c1325c395.webp)

**What’s new?** Document **edits** and **deletions** are recorded as **Notes** right under the document.

**How to use:** Open the document to review its Notes change trail.

**Why it matters:** Clear, audit‑ready histories for compliance reviews and faster root‑cause analysis.

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### 🧾 Change Logging for Invoice Item Categories

![Faster Settlements, Stronger Reports, Audit‑Ready Changes & More!](https://storage.googleapis.com/vektor-public-storage/changelog/83de14e5-3075-4f3b-a7fe-cc9b548fe9eb.webp)

**What’s new?** Adjustments to **Invoice Item Categories** now produce **Notes** for a permanent change log.

**How it helps:** Transparent billing rules and easier back‑tracking when totals don’t match expectations.

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### 🚫 Assignment Guard: Revenue Type Required

**What’s new?** A driver **cannot be assigned to a truck** unless the driver has a **linked Revenue Type**.

**How to use:** If blocked, open the **Driver** profile → add **Revenue Type** → retry.

**Why it matters:** Prevents payroll errors and ensures settlements calculate correctly from day one.

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### 🔧 Service Log Upgrades

**What’s new?**

- Improved UI in **Create Service Log** for smooth scrolling on big data volume
- **Deductions** now included in **Totals**
- Fixed **totals** accuracy and **table search** reliability

**How it helps:** Faster entry on large fleets and totals you can trust.

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### 🔁 Convert to Recurring Transactions (+ Allow Duplicates)

![Faster Settlements, Stronger Reports, Audit‑Ready Changes & More!](https://storage.googleapis.com/vektor-public-storage/changelog/418a6482-d5f8-40c0-9337-0864321f9c2b.webp)

**What’s new?** Convert a one‑off transaction into a **recurring** one when it meets a configurable **amount threshold** (permission‑based), for use cases when a large repair needs to be broken down into a payment plan. You can also keep **two identical recurring** transactions when needed.

**How to use:**

1. Set the threshold in **Settings → Settlements**
1. You’ll see the convert prompt in the **transaction dialog**, the **Transactions** page, and **Driver** page
1. Review/manage on **Recurring Transactions**

**Why it matters:** Automates repeat spend, reduces manual entry, and supports nuanced accounting cases.

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### 📦 Manifest Gross Override - Now Locked

**What’s new?** After a manual **Manifest Gross** override, it **stays locked**. Changes to **Order Invoice Items** will **not** re‑sync the Manifest Gross.

**Why it matters:** Protects intentional adjustments during reconciliation and prevents surprise changes later.

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### 🧠 Auto‑Assignment Resilience (Manifests, Tolls, Fuel)

**What’s new?** Auto‑assignment will benefit from smarter edit mode.

**How it helps:** Fewer missed auto‑assignments and less manual cleanup in settlements.

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### 📝 Notes Performance - Up to 10× Faster

**What’s new?** Major performance optimization for **Notes** across entire Vektor.

**Impact:** Quicker reviews and collaboration, even on records with long histories.

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### 👤 Driver Middle Name Configuration

**What’s new?** Optional **Middle Name** field for drivers.

**How to enable:** **Settings → Drivers**.

**Why it matters:** Cleaner identity data for documents, exports, and 1099 matching - especially useful when drivers share first/last names.

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**Thanks for running your operations on Vektor TMS.** Put these upgrades to work today!
