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.
Configure and test cancellation policies
Set the default cancellation policy for a rate plan, edit customer wording and fee tiers, and test saved cancellation and no-show terms.
AdministratorsFinance teams
Get oriented in OpenLimo Backoffice
Find company settings, Website setup, compliance readiness, Dispatch, and finance in OpenLimo Backoffice.
AdministratorsDispatchersFinance teams
Manage your Studio account and sign-in activity
Edit your display name, open your sign-in methods, and review your latest sign-in, activity time, and recorded history across OpenLimo applications.
AdministratorsDispatchersFinance teams
Receive customer payments across invoices
Apply one check, ACH, wire, cash, or other payment across a customer's open invoices and pro forma invoices, then review, edit, or void it.
Finance teamsAdministrators
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 in the Payments register first, then use the action that matches the approved financial outcome.
Finance teamsAdministrators
Review pro forma invoices before invoicing
Use pro forma invoices 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
Settle affiliate work with Affiliate Settlements
Reconcile forwarded trips and payout amounts in Affiliate Settlements before approving a financial outcome for an affiliate.
Finance teamsDispatchers
Sign in with a passkey, single sign-on, or an emailed code
Sign in to Backoffice, Studio, and the Driver App without a password, manage passkeys and sessions, and get back in when a code or passkey fails.
AdministratorsDispatchersFinance teamsDrivers
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, cancellation defaults, variation conflicts, currency errors, and missing quote records before changing a price.
AdministratorsFinance teams
Understand the Backoffice Billing workspace
Navigate accounts receivable, affiliate settlements, 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
Use the Driver and Admin workspaces and review bookings
Switch between Driver and Admin, keep the active ride in view, run company tools from Admin by role, and review booking warnings and changes before accepting a booking.
AdministratorsDispatchersFinance teamsDrivers
Work past-due accounts in Collections
Follow up on past-due customers, log calls and promises to pay, send statements, and set collection, statement, and remit-to defaults.
Finance teamsAdministrators