Aircraft expenses are those that are for a specific tail but not tied to a trip. When an expense report is being created, if a trip policy does not exist, Avianis will look for an aircraft policy. To create an aircraft policy access Finance > Expenses > Expense Policies and click Create.
Here is an example of an aircraft expense policy:
The amount at which a receipt is required can be set to the Company Policy or at a custom threshold by toggling to ‘Custom’ and entering the receipt limit amount.
Expense Categories: Those selected will become what the crew member has available to select when creating an expense report of that type (in this case, a ‘general’ expense report).
Users for Approving Expenses: Expense Approval Users, review here.
Once saved, Auto Approval and Hard Stop Configuration options will appear, in addition to Trip Policy and Rules options:
Limit Amount: The amount at which the approval process is initiated.
Auto Approval Configuration: If enabled, expense reports where none of the expenses flag based on validation rules will automatically be approved.
Hard Stop Configuration: If there are conflicts on the expense report (warnings or critical items), enabling this will allow the user to continue with the submission, but must document the reason for overriding the rule.
Submission Option: Warning allows the users to override and submit only those with warnings, but not critical items. If Critical is selected, then both Warning and Critical items can be submitted with a documented override. Expense reports will then continue through the normal approval process.
After aircraft expense policies are created, apply to the specific aircraft. Follow this guide, Apply expenses policies to aircraft to learn how.