The Office Staff course covers a wide variety of topics: generating Quotes and Payments, creating Manifests, managing Flight Records, managing cash, Billing, exports, and more. Depending on the structure of your organization, not all topics will be relevant to all office staff. But this is the learning track where you will find the information needed for the daily management of the finance and loading side of your operation.
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11. Editing Manifests
Video Version Manifests can be edited by clicking on the manifest number from the Schedule Detail page. Multiple changes can be made in the header section of the manifest. You can link a manifest to a different flight on the schedule, change the departure date and time, edit the automatically generated manifest number, associate the…
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12. 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…
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13. Linking Loads to a Manifest
Video Version Add a New Load to a Manifest You can add a load to an existing manifest by opening the manifest, scrolling down and clicking the green plus button to create a new Payment Load. See the Creating Payments lesson for greater detail. If the payment is associated with an account, first select the…
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14. Creating Payments
Video Version There are multiple ways to create payments. Method One – Create New There are multiple places where you can access the New Payment form. If you have added the shortcut to the Home page, create a new payment by clicking on the New Payment icon, Or from any page, select New Payment from…
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15. Prepaid Accounts
Video Version Customer accounts in FlightSpan™ may be charge/post-paid accounts (the default) or prepaid. Prepaid account customers can put funds on deposit on their account to maintain a credit balance with your company against which any flight charges they incur will be charged. When creating a new prepaid account, change the Prepaid toggle to Yes.…
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16. Printing Payment Records
Video Version Cash Receipt Cash and other company authorized forms of payment such as credit card or bank transfer are all treated like a cash receipt. For traceability the credit card or bank transfer transaction number should be put in the description. A cash-type payment from an account holder can be linked to their account…
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17. Linking Payments
Video Version Linking to Scheduled Flights From the Payment A Payment Load can be linked to a manifest using the blue airplane button. Search for, select, and link to an existing manifest. From the Schedule Detail You can link a payment to a flight in the planning stages by going to the flight Schedule Detail…
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18. Duplicating and Splitting
Video Version Split (Supersede) Load Sometimes only part of a load will be flown, or perhaps the customer shows up with less loading than they paid for. In either case you can split the load from the Payment Detail. If payment for a load has been made using a cash-type payment method (any method other…
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19. Unlinking, Deleting, and Refunding Payments
Video Version Unlink from Scheduled Flight Unlink Payment from Non-Manifest Load Removing a Non-Manifest Load from a scheduled flight must be done from the Schedule Details page. Click on Load, then Unlink Payment From Flight. You will be asked to confirm that you want to unlink the load from the flight. Unlink Payment from Manifest…
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20. Cash Management
Video Version Cash Refunds For instructions on how to issue a cash refund, see the Refunds section of the Unlinking, Deleting, and Refunding Payments lesson. Receipts There are two types of receipts in FlightSpan™ Ops: A unique prefix may be added to the receipts to help distinguish between them. From the Settings > Company menu,…