Finance

Payments are the backbone of FlightSpan™ Ops. Proper functioning of Payments is dependent on the proper setup and management of Accounts and Rates, currencies and multiple means of payment. This course will guide you through both setting up the financial architecture as well as the management of day to day financial operations.

  • 1. Introduction to FlightSpan™ Ops

    Video Version Overview FlightSpan™ consists of two major components: FlightSpan™ Ops, which is hosted on a cloud-based server and runs in a browser.  And FlightSpan™, which is an Electronic Flight Bag (EFB) app which runs on an Apple iPad. To oversimplify, a flight consists of three basic steps: Planning the Flight A customer submits a…

  • 2. Getting Started

    Video Version Account setup Request your new account from your company FlightSpan™ Ops administrator. They will send you an email with a temporary password. When you log in, FlightSpan™ Ops will open the reset password screen.  After you click Change Password, you will be logged out and will have to log back in using the…

  • 3. Navigation

    Video Version User Permissions Access to data in FlightSpan™ Ops is customized based on user permissions. If you can’t access information that you need, communicate with your company FlightSpan™ administrator about giving you additional permissions. For example, Maintenance Controller may have a fairly short list of permissions, Whereas the company administrator may have permissions that…

  • 4. Help

    Video Version Integrated Help Throughout FlightSpan™ Ops, wherever you see a small question mark, hover your mouse over it for information about the meaning of the area or field. Also, important pieces of data have been enhanced to show additional information. Enhanced Data is underlined with a dashed line. Hover the mouse over the data…

  • 5. Fiscal Years and Billing Periods

    Video Version Set Fiscal Years Select Fiscal Years List from the Billing Periods menu, and edit by clicking on the year or create new using the green “New” button.  Name the year and set the Fiscal Year beginning and ending dates.  Set Billing Periods Select Billing Periods List from the Billing Periods menu, and edit…

  • 6. Payment and Receipt Types

    Video Version Payment Types Select Payment Types from the Cash/Currency menu, and use the green New button to add acceptable forms of payment.  Choose a transaction code label that will be used on forms and reports. Set the debit, credit, and refund accounts as necessary, and set the default currency. Payment types can be switched on…

  • 7. Cash/Currency

    Video Version For each of the currencies you will use, complete the following process: Select Currency List from the Cash/Currency menu.  Search for the currency and click on the name.  Edit the Currency Settings, including decimals displayed and rounding rules. A rounding precision of 0 with Standard Rounding set to Yes will result in rounding…

  • 8. Account Management

    Video Version Importing Accounts When first setting up FlightSpan™ Ops, work with FlightSpan™ Support to import your existing accounts.  View Accounts If you add the shortcut to the Home Page, you can access Accounts from there.  Or from any page, select Accounts from the Settings menu. Accounts can be sorted by clicking on the blue…

  • 21. Quotes

    Video Version FlightSpan™ Ops provides you with a powerful Quote tool for quoting single or multi-leg flights for your customers. Once a quote has been generated it can be converted directly into a Payment or saved as a Flight Request. Open the Quote tool from the Home page if you have added the shortcut, or from…

  • 22. Payments

    Video Version Introduction In FlightSpan™ Ops, a Payment is the basic unit of value—essentially a credit for passengers and/or cargo to be flown. FlightSpan™ Payments contain two core pieces of information:  Payments are used up when the load(s) associated with the payment is flown. In FlightSpan™ Ops, a payment is ‘flown’ when it is linked…