Get oriented in OpenLimo Backoffice
Understand where operational work lives and use a safe checklist before configuring a live company.
AdministratorsDispatchersFinance teams
Role guide
Help for finance teams.
Start with the workflows most relevant to your responsibilities.
Review affiliate partner payouts
Reconcile partner work and payout amounts against accepted farm-outs before approving a financial outcome.
Finance teamsDispatchers
Review an affiliate farm-out workflow
Confirm partner, trip, assignment, and settlement context before sending work outside the operating company.
DispatchersFinance teamsAdministrators
Review and manage invoices
Confirm invoice scope, amounts, and payment history against the originating operational records.
Finance teams
Review driver pay, balances, and payouts
Reconcile driver work through settlements and balances before completing a payout.
Finance teamsAdministrators
Review payment and preauthorization settings
Configure payment behavior with a finance owner and verify it using an approved, non-live test workflow.
AdministratorsFinance teams
Review payments, refunds, and credits
Trace payment history first, then use the adjustment that matches the approved financial outcome.
Finance teamsAdministrators
Review proformas before invoicing
Use proformas as a review step for billable work before creating or finalizing an invoice.
Finance teams
Review Studio pricing settings
Review cross-cutting pricing behavior and understand which office and vehicle values are synchronized from Backoffice.
AdministratorsFinance teams
Troubleshoot a pricing rule that did not apply
Check plan status, scope, geography, conditions, and priority before duplicating or overriding a rule.
AdministratorsFinance teams
Troubleshoot an unexpected Billing amount
Trace the amount from report or invoice back to its contributing records before applying an adjustment.
Finance teamsAdministrators
Understand the Backoffice Billing workspace
Navigate receivables, partner payouts, driver pay, and reports while preserving the distinction between each workflow.
Finance teamsAdministrators
Understand the Studio pricing workspace
Learn how rate plans, rules, elements, settings, and testing tools fit together before changing pricing.
AdministratorsDispatchersFinance teams
Use Billing reports responsibly
Choose the report that answers the business question and record filters and timing with exported results.
Finance teamsAdministrators
Use Studio quote tools to verify pricing
Calculate representative trips, inspect stored quotes, and use results as evidence during pricing review.
AdministratorsDispatchersFinance teams