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Budget and statements

Requesting a budget change

How a driver asks for a change to a category budget from Adjust limits, and where the request goes.

Adjust limits lets a driver ask you to change their category budgets. It is a request, not a change: the banner at the top tells the driver that you will review it and confirm.

The screen

  • Each category shows the current figure for the driver's pay cycle (a weekly, fortnightly or monthly cap), with minus and plus buttons, and the annual budget beneath.
  • Top up works out what the driver needs from their spending and fills in the figures for them.
  • Net effect shows the estimated change to the driver's pay as the figures change, so they understand the consequence before they ask. It needs the driver's salary on file; without it, it reads "Needs your salary on file".

Sending the request

The driver confirms in a dialog with Submit request, or chooses Keep editing to go back. The request:

  1. is sent to the Budget increase requests email address set in Settings,
  2. appears on the lease in the portal under Budget change requests, with the category, the amount asked for, the current amount and how long ago it was sent, and
  3. is decided by your team in Catch-e.

The app shows the new budget on its next refresh after the change is made in Catch-e.

Limits

  • How often. The portal sets how often a driver may send a request: weekly, monthly, quarterly or yearly. Monthly is the default. A driver who has already sent one sees "You've already sent a request for this vehicle. To change your limits sooner, contact your provider."
  • Only allow increases in budget changes. When this is on for the brand in Settings, the minus buttons are not shown. It is off by default.
  • No signal. The app says it is offline and sends nothing. The request is not kept to send later.

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