Transactions
FuelerLinx USER GUIDE - How to upload an invoice within the Invoice Imports module
SUBJECT: How to upload an invoice within the Invoice Imports module The Invoice Imports module can be accessed by going to the Settings > Transactions Beta > Invoice Imports To upload a file, select 'Add' The following pop up will appear Select the ...
FuelerLinx USER GUIDE - How to Adjust, Add or Remove Invoice Line Items
SUBJECT: How to Adjust, Add or Remove Invoice Line Items From the Transaction's Details page, you can edit invoice line items. Using the blue setting button in the middle of the line item you can move a line item to the other invoice tab (either ...
FuelerLinx USER GUIDE - How to Delete a Transaction in Transaction 2.0
SUBJECT: How to Delete a Transaction in Transaction 2.0 Select the transactions you would like to delete. Then press the 3 dots, and select "Delete Transactions You will then be met with a pop-up asking you to confirm if you would like to delete. ...
FuelerLinx USER GUIDE - How to Customize Transactions 2.0 Column View
FuelerLinx USER GUIDE - How to Customize Transactions 2.0 Column View Go to Transactions 2.0 > Click the "Columns" button A list of available column options will appear: Select the columns to add and they will be visible: To remove a column, deselect ...
FuelerLinx USER Guide - You have Invoiced Transactions Waiting to be Added (Transactions 2.0)
Subject: You have Invoiced Transactions Waiting to be Added (Transactions 2.0) In Transactions 2.0, this prompt means your FuelerLinx account received an invoice for a tail that's not in your FuelerLinx aircraft list. Click "here" to view the list: ...
FuelerLinx USER GUIDE - How to Add an Attachment within Transactions 2.0
SUBJECT: How to Add an Attachment within Transactions 2.0 Within the transaction details navigate to the 'Attachments' section then select 'Add' Select the 'Attachment Type' drop down to assign the appropriate file type given the following options: ...
FuelerLinx USER GUIDE - How to Cancel a Fuel Order within Transactions 2.0
SUBJECT: How to Cancel a Fuel Order within Transactions 2.0 Within the Transaction Management select the transaction you would like to cancel then select the icon on the top left to be given additional options Select 'Cancel Fueling' The following ...
FuelerLinx User Guide - How to View a Fuel Release in Transactions 2.0
Subject: How to View a Fuel Release in Transactions 2.0 Click "View" on a Transaction (the calendar icon indicates there's a fuel release attached): Go to the "Attachments" section and click "View" for the Fuel Release: The fuel release will appear ...
FuelerLinx USER GUIDE - How to Archive a Transaction within Transactions 2.0
SUBJECT: How to Archive a Transaction within Transactions 2.0 Within the 'Transaction Management' select the transaction you would like to archive then select the icon on the right hand side to view the additional options Select 'Archive ...
FuelerLinx User Guide - How to add an Invoice Line Item Rule in Transactions 2.0
Subject: How to add an Invoice Line Item Rule in Transactions 2.0 Purpose: This section allows you to change the names of line items received from your vendors. Add rules to normalize the different variations that vendors list on their invoices. For ...
FuelerLinx USER GUIDE - Notes within Transactions 2.0
SUBJECT: Notes within Transactions 2.0 Within the transaction, select the 'Notes' tab to view the notes related to this transaction Use the arrow icon on the right hand side to expand the note details You have the ability to view past notes by ...
FuelerLinx USER GUIDE - How to Mark a Transaction for Review within Transactions 2.0
SUBJECT: How to Mark a Transaction for Review within Transactions 2.0 Within the transaction details select the three dot icon to view the additional options then select 'Flag for FuelerLinx' The following pop up will appear Select 'Ok' to submit the ...
FuelerLinx USER GUIDE - How to Add a Transaction within Transactions 2.0
SUBJECT: How to Add a Transaction within Transactions 2.0 Within the 'Transaction Management' select 'Add' to add a transaction The following pop up will appear providing the option to create a 'Blank Transaction', 'Import from Invoice', or 'Import ...
FuelerLinx User Guide - How to Compare Prices in Transactions 2.0
Subject: How to Compare Prices in Transactions 2.0 Click a Transaction: Go to "Invoice Items" > Click "Compare Prices": The Quoted Fuel Prices list will appear: The columns are filterable (example below is filtered by the FBO column): To see a "Fuel ...
FuelerLinx USER GUIDE - How to Update a Transaction Status and Assign Users in Transactions 2.0
SUBJECT: How to Update a Transaction Status and Assign Users in Transactions 2.0 Updating a Transaction Status Within the 'Transaction Management' select the box next to the transaction you would like to update, two blue boxes will appear in the top ...
FuelerLinx USER GUIDE - How to Delete a Transaction
SUBJECT: How to Delete a Transaction If you have a transaction (where fuel wasn't uplifted) that needs to be removed, the transaction needs to be moved to "Cancelled" status before it can be deleted. Select the transaction > Click "Cancel Fueling": ...
FuelerLinx USER Guide - How to View and Edit Transactions
SUBJECT: How to View and Edit Transactions Transactions are fuel requests that have been placed in FuelerLinx. To view a list of fuel that has been dispatched, go to the Transactions module: Each dispatch will have the Date, Schedule ID (if ...
FuelerLinx USER GUIDE - How to process multiple Transactions at one time
SUBJECT: How to process multiple Transactions at one time Within the Transaction module select the box under the activity column for each transaction you would like to process Once you have the transactions selected 'Process' will appear at the ...
FuelerLinx USER GUIDE - Transaction Statuses Meaning
SUBJECT: Transaction Statuses Meaning Pending - Pending indicates that a transaction was dispatched in FuelerLinx and no invoice data has been received yet. Reconciled- Reconciled indicates that the transaction has received an invoice and the ...