Financial Tab

The Financial Tab is only available to high level users (Accountants, Jr. and Sr. Administrators). Since all the detailed information needed for financial management is found here, it is important to carefully consider granting access to this menu. The menu options available to individual users vary due to the security level of the user and the system options in use by your organization. 

The possible Financial Tab menu options are:

• Financial Menus
  • Cash Management - Includes cash drawer reconciliation and reporting for online credit card transactions. The one menu option found here that can be granted to lower than Accountant level users is Cash Drawer Reconciliation. This option can be granted to Staff or Manager level users by an Administrator via the Staff Parameters. 
  • Time and Revenue - Includes a large selection of Time and Revenue reporting by date range, location, customer group, revenue source, etc.  
  • Transactions or Transactions & Balances - Find any customer transaction by customer name, aircraft tail number, receipt/ticket number. View all customer balances for different account types, transfer account balances from one customer account to another, view all transactions for a particular day, and more. 
  • Gift Certificates - Reporting for all gift certificates sold through your MyFBO.com system, including status (open, redeemed, expired) and yearly summaries.
  • Aircraft/Contract Mgt - Provides access to the Aircraft Management menu where associations are made, updated, and tracked for aircraft for which your organization has management, leaseback, or contract agreements. Utilization, fees, and payments for these agreements are automatically calculated and reported from this menu, and can be posted and billed monthly.
  • Customer Billing - The ability to bill customers monthly for their account balances is included in MyFBO.com Advanced Edition. 
  • PAM Insurance - Monthly reporting menu for MyFBO.com subscribers who are insured through Phoenix Aviation Managers.
  • Accounting Interface - Provides the ability to produce accounting export data for other systems and programs. 
• Parameters
  • Financial Parameters
  • Customer Levels

Financial Tab

At the top of this document you'll notice links to a few basic e-learnings that will be helpful as you are learning to use the system. e-learnings are very quick audiovisual recordings that will teach you how to accomplish specific tasks in your MyFBO.com system. When you are logged into your system, please click the Support Tab for a complete list of e-learnings tailored to your user access level and the options available in your system. 

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10/18/10 cli