Finance

Expenses, invoices, and payment options.

Matt Slosky avatar Kara Bates avatar Robin Bortolotti avatar
16 articles in this collection
Written by Matt Slosky, Kara Bates, and Robin Bortolotti
Finance Module (Advanced)

Finance Module Setup Guide

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Written by Robin Bortolotti
Updated over a week ago

Finance: Settings

Some updates in this guide are coming September 2019
Kara Bates avatar
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
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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
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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)
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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.
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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.
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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.
Kara Bates avatar
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.
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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.
Robin Bortolotti avatar
Written by Robin Bortolotti
Updated over a week ago