Section 2: Finance 

Aircraft and personnel credit cards can be utilized to document payments on expenses while customer credit cards are used to document payments on invoices. You can add credit cards to personnel, accounts, contacts and aircraft. Before doing so, create the various card types the organization uses. Additionally, line item types are utilized within invoices and allow users to designate the specific product/service for each invoice line item. 

Credit Card Types

  1. Go to My Company > Global Settings > Finance > Card Types
  2. Click "Create New"
  3. Enter information for all fields and click "Create"

Expense Categories 

  1. Go to My Company > Global Settings > Finance > Expense Categories in the main navigation
  2. Click "Create New"
  3. Enter information for all fields and click "Create"

Goals

Setup company sales goals for a specific year, quarter and/or month. Goals can be set based on Flight Hours, Block Hours or Revenue.

Line Item Types

  1. Go to My Company > Global Settings > Finance > Line Item Types 
  2. Enter the name of the line item
  3. Enter a code (if applicable)
  4. Associate to QuickBooks product/service (if applicable)
  5. Click "Create" 

Settings 

  1. Go to My Company > Global Settings > Finance > Settings 
  2. Set overdue warning and critical values for outstanding invoices. These values determine what displays in the Trip Snapshot. 
  3. Select groups and/or personnel to be notified when the overdue warning and critical day values have been met.

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