Expense rules (aircraft)

Expense rules are created as a form of checks and balances for those creating expense reports. If the submitter “breaks the rule,” a customized message will pop up, providing more information about the rule. 

Rules can be created as informational, warnings, or critical messages. Depending on the Hard Stop Submission Settings, the submitter may or may not be able to proceed with the expense without being required to submit an override reason.

To set expense rules for an aircraft access the aircraft profile and the policy.

Override Company Rule: Option to select a Company Expense rule which will be overridden by this rule.

Approval Users: If the expense ‘breaks’ the rule and an additional approver is required above and beyond what is set in the policy, this will be the last approver in the list.

Here is an example of a rule: 

In Fall 2018 the application was updated with the expense approval process functionality, all previously created expenses were set in the "draft" status. The convert button allows operations to convert the draft expenses to open, so the expenses can be added to invoices. It is not there to convert "Open" expenses to "Approved."

• Related Articles

• 2019: Expense Release

  This application update includes various improvements and bug fixes within the Finance module. The following features have been added, improved and/or corrected. New and Improved Features in the Finance section: Hide Reimbursable Expenses Viewing ...

• Finance policies (aircraft policy)

  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. This guide will outline: how to create an aircraft ...

• Create expenses, expense report and submit the report

  After expense policies are created and approvers are set, users are able to create expense reports and submit the reports for approval. This article will cover how to: create expenses; and add expenses to an expense report; and submit an expense ...

• Custom Aircraft Roles: Permissions

  When creating a custom role the options for access are No Access, Read Only or Full Access. This guide will provide what Full Access provides for each section. No Access indicates the user is not able to view the details while Read-Only allows a user ...

• Expense approval users

  Users and Groups that can approve expense reports are set on two levels: the policy level (company, aircraft and/or trip policy) and/or on the personnel profile-level. Each person selected to approve an expense report in a policy must have an ...