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