Check your first booking from start to finish
Connect your setup with one controlled booking and verify pricing, dispatch, the Driver App, and the resulting billing record before launch.
AdministratorsDispatchersFinance teams
Role guide
Help for finance teams.
Start with the workflows most relevant to your responsibilities.
Get oriented in OpenLimo Backoffice
Find company settings, Website setup, compliance readiness, Dispatch, and finance in OpenLimo Backoffice.
AdministratorsDispatchersFinance teams
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
Find shared pricing settings, understand office synchronization, and check the currency used for new quotes.
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
Troubleshoot pricing and quote results
Check rate matching, variation conflicts, currency errors, and missing quote records before changing a price.
AdministratorsFinance teams
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
Find the right pricing tools and add or edit zone rates and independent variations within a rate plan.
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, compare rate variations, and review saved quotes and their modification history.
AdministratorsDispatchersFinance teams