Many corporate flight departments don’t share, or have access to the same financial systems their parent companies may use on a daily basis, and often times the financial groups are looking for particular information from the director of maintenance or director of aviation concerning spending and consumption, on a monthly basis. From our experience, the two most commonly requested reports summarize how much is being spent in purchase orders, and the cost of what is being utilized (installed, consumed, discarded, etc). If you are utilizing the Flightdocs Inventory Module, these types of reports can easily be created, and exported to give your financial group the exact information they are looking for.
On the Purchase Orders page, users can utilize the filter button to specify status, date, vendor, etc. and then utilize the export to get a PDF or Excel file for total costs of POs, or can utilize the “Export Line Items” to export the details of each line item within the selected POs.
From the “Reports” page, users can access the Transaction Report. This report allows users to filter based on type of transaction (install, transfer, consume, discard, receive, ship, etc.) and then filter down by date range, aircraft, value, and more. The results of the report can then be exported in PDF or Excel format.