Approvals: Trip, Quote, Invoice and Vendor
📌 Overview
The Approvals section within Trips, Quotes, and Invoices enables structured tracking of approvals across various teams and departments.
🔧 System Setup
⚙️ Approval Types
Admins can define custom approval types under:
System Configuration ➝ Approval
This allows configuration of specific approval flows tailored to your operation (e.g., Owner, Finance, Ops).
✈️ Trip & Quote Approvals
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Approval records can be added, tracked, and reviewed within each trip or quote.
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If an aircraft has Owner Approval required (set on the aircraft record), a corresponding Owner Approval record will be automatically created during the quote process.
💵 Invoice Approvals
Invoice records support approvals, enabling financial teams to formally review and sign off before issuing final invoices to clients or owners.
🔐 User Access Controls
Permissions have been added to User Roles under the Trip section to control:
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Trip Approvals
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Quote Approvals
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Invoice Approvals
This ensures the right users can view, add, or manage approval records for each type independently.
📘 Example Workflow
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Ops team initiates a trip.
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A Quote is generated; since the aircraft requires Owner Approval, an approval record is created automatically.
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After Owner signs off, the quote is finalized.
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Post-flight, an Invoice is generated and sent for Finance approval before being issued.
⚙️ Vendor Approval For Organizations
In System Configuration > Organization, you can enable an approval requirement for any organization type.
If the Maintenance type has approval set to Yes, only approved maintenance organizations will be available to choose from when you create a maintenance event.
If the Training type has approval set to Yes, only approved training organizations will be available to choose from when you sign off on a crew requirement.
Within the Dates section of an organization, you can add approved dates. If you enter only a start date, the organization will be considered approved indefinitely from that date. If you enter an expiration date, the organization will no longer be approved after that date
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