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Finance
Finance
Expenses, invoices, and payment options.
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17 articles in this collection
Written by
Matt Slosky,
Kara Bates,
Robin Bortolotti
and 1 other
General Finance Setup
Multi-tax rate setup, management and use
Written by
Kara Bates
Updated over a week ago
Exchange Rate Management
Updating an exchange rate within a quote.
Written by
Nicky Oblie
Updated over a week ago
Multi-currency setup and management
Written by
Kara Bates
Updated over a week ago
Finance Module (Basic)
Adding expenses (trip, general or aircraft types)
Written by
Kara Bates
Updated over a week ago
Create a Trip Related Invoice
Written by
Matt Slosky
Updated over a week ago
Apply a payment to an invoice
Written by
Matt Slosky
Updated over a week ago
Setup custom overdue thresholds for the quote and trip snapshot for invoices
Written by
Matt Slosky
Updated over a week ago
Finance Module (Advanced)
Finance Module Setup Guide
Written by
Robin Bortolotti
Updated over a week ago
Finance: Settings
Written by
Kara Bates
Updated over a week ago
Finance policies (company policy)
Checks and balances can now be performed using expense policies. Use this article to guide setup of up the Company (General) Expense Policy
Written by
Robin Bortolotti
Updated over a week ago
Finance policies (aircraft policy)
Checks and balances can now be performed using expense policies. Use this article to guide setup of up an Aircraft Expense Policy
Written by
Robin Bortolotti
Updated over a week ago
Finance policies (trip policy)
Checks and balances can now be performed using expense policies. Use this article to guide setup of up the Trip Expense Policy(ies)
Written by
Robin Bortolotti
Updated over a week ago
Expense approval users
How to set up users for approving expenses and override expense approval users.
Written by
Robin Bortolotti
Updated over a week ago
Expense rules (aircraft)
Aircraft expense rules are created as a form of checks and balances for those creating aircraft-specific expenses.
Written by
Robin Bortolotti
Updated over a week ago
Create expenses, expense report and submit the report
Once policies are created and applied, and approvers are set, the advanced finance module is ready for use.
Written by
Kara Bates
Updated over a week ago
Review and approve or reject expense reports
As an approver, receive notification when an expense report is submitted, review the expenses, the report and reject or approve.
Written by
Kara Bates
Updated over a week ago
Invoice Billable Expenses
How to add expenses to an invoice to have them marked as billed.
Written by
Robin Bortolotti
Updated over a week ago