Finance Module (Advanced)
Invoice Billable Expenses
This article will cover how to: invoice expenses; and review billed expenses. INVOICE EXPENSES Before you can invoice billable expenses, you must first set up in which statuses will be available for invoice (open, submitted, approved). Review where ...
Review and approve or reject expense reports
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: access, and review submitted expense reports; and approve expenses and expense ...
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 ...
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, ...
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 ...
Finance policies (trip policy)
When policies are created and a user creates expenses, Avianis will first look for a trip policies. If none exists, it will then look for an aircraft policies. Lastly, Avianis will check expenses against the Company Policy. This guide covers: how to ...
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 ...
Finance policies (company policy)
When policies are created and a user creates expenses, Avianis will first look for a trip policies. If none exists, it will then look for an aircraft policies. Lastly, Avianis will check expenses against the Company Policy. It is advised to set up a ...
Finance: Settings
Roles that can access Finance > Settings and make modifications are: Account Admin Operations Manager Finance Manager Finance Agent CONFIGURATION Invoice Overdue Warning Days: The # of days that determines an unpaid invoice to be a warning item in ...
Finance Module Setup Guide
This guide walks through the initial setup and use of the Advanced Finance module specific to managing expenses from entry to invoicing. This module allows an operation to set expense requirements and define approval workflows making certain all ...