Finance

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

Finance Module Setup Guide

Robin Bortolotti avatar
Written by Robin Bortolotti
Updated over a week ago

Finance: Settings

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

Apply expense policies to aircraft

This guide walks through adding expense policies to aircraft. Policies must be selected in each aircraft or the Company Policy will prevail.
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Written by Robin Bortolotti
Updated over a week ago

Add expenses to an expense report

Once created, expenses can now be added to an expense report, checked against expense policies and rules, and submitted for approval.
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Written by Robin Bortolotti
Updated over a week ago

Invoice billable expenses

Use this guide to create an invoice for billable expenses, outside of a trip (when not creating a trip invoice for billable expenses)
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Written by Robin Bortolotti
Updated over a week ago