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13.4 Corporate Budgeting – User Manual

Overview​

The Corporate Budgeting feature in Yelowsoft allows taxi and dispatch companies to place limits on the number of trips or total spend a corporate client (or its employees) can incur within a specific period.
This is particularly useful for companies with agreed trip limits or expense caps during corporate onboarding.

Accessing the Budgeting Feature​

  1. In the Admin Panel, navigate to Corporate List.
  2. Click on the corporate name to open the Corporate Details Screen.
  3. Click Edit Corporate Account.
  4. Locate the Budgeting toggle button and enable it.

Configuring the Budget​

Once Budgeting is enabled, the admin can set the following:

1. Budgeting Type​

  • Company-Wise: One budget applies to the entire corporate account, covering all employees.
  • Employee-Wise: Each employee is assigned an individual budget.

2. Budget Start Date​

  • Set the date from which the budget will be active.
  • Often based on discussions with the corporate client.

3. Budget Duration​

  • Monthly: Budget resets every month.
  • Weekly: Budget resets every week.

4. Budget Amount​

  • Define the total monetary limit allowed for the selected duration.
  • Example: $2,000 monthly budget for the entire company, or $500 monthly per employee.

5. Budget Override Option​

  • Enabled: Allows trips to be booked even after the budget limit is reached.
  • Disabled: Prevents any new bookings until the budget resets.

Employee-Wise Budgeting​

If the Employee-Wise option is selected:

  1. Navigate to the Employee List under the corporate account.
  2. Edit the specific employee profile.
  3. Go to the Budget Tab.
  4. Assign the budget amount, start date, and duration for that employee.

Use Case:

  • Frequent travelers can have higher limits.
  • Less frequent travelers can have smaller budgets.

Budget History​

  • Once budgeting is enabled, the Budget History tab will show a log of all trips made under that budget, including:
    • Employee name
    • Trip amount
    • Date and time of the trip

This ensures complete visibility and helps monitor usage.

Benefits​

  • ✅ Cost Control: Prevents overspending by corporates.
  • ✅ Flexible Options: Apply limits per company or per employee.
  • ✅ Transparency: Track how budgets are used in real-time.
  • ✅ Customizable Durations: Weekly or monthly reset periods.

Summary​

Yelowsoft’s Corporate Budgeting feature allows admins to set monetary limits for corporate accounts either at the company or employee level, with customizable start dates, durations, and override options.
The built-in Budget History log ensures full accountability and transparency for both admin and corporate clients.