Accounting
Expenses, trip costs and invoices stay with the trips they belong to. An expense counts only after approval.
On the Department and Charter plans
Money going out
Vendors and fuel
Keep your vendors and their fuel prices, and record the fuel uplift on each leg.
Expenses and approval
Enter expenses with their receipts and categories. An expense counts only after it’s approved. If someone edits an approved expense, it must be approved again.
What a trip cost
See what each trip cost, rolled up from its expenses.
Money coming in
Invoices, credit notes and payments
Make invoices that you can print, issue credit notes against them, and record each payment when you receive it.
Rate cards and quotes (Charter)
Set your rate cards once and build quotes from them. Print each quote for the client.
On both plans, Department and Charter.
Rate cards and quotes come with Charter.
Other areas
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Client portal
Each client gets a portal of its own. Clients see their trips and ask for new ones there; on Charter they also accept quotes and read invoices.
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Messages
Message the team in the same app you use for trips. Every trip has its own thread.
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Documents
Manuals, memos and forms in folders, each seen by the roles you choose. Mark one Must read and see who has read it.
Explore
