The Finance module is the central workspace for all money flows in Aerolync. It collects financial data created across the platform -- bookings, flight logs, payments, and manual entries -- and presents it in a structured set of tabs so you can track, reconcile, and bill with confidence.
Who uses Finance
Finance is available to users with the admin or finance role. If you do not see the Finance module in your navigation, contact your organisation administrator to check your role assignment.
How Finance is organised
When you open Finance, you see a tab bar across the top of the workspace. Each tab serves a different financial task:
- Transactions -- the detailed ledger of every debit and credit movement
- In-App Payments -- payments received through online or terminal payment flows
- Wire Transfers -- imported bank transactions waiting to be reconciled
- Balances -- a per-relation overview of who owes money and who has credit
- Invoices -- generated invoices ready to be reviewed and sent
Where financial data comes from
Finance does not exist in isolation. Most entries are created automatically by other parts of the platform:
- Bookings and the Schedule -- when a flight is booked, the associated cost creates a finance line
- Flight logs -- completed flights generate debit entries based on configured pricing
- Payments -- online top-ups and terminal payments appear in the In-App Payments tab and create matching credit lines in Transactions
- Manual entries -- admin and finance users can create manual transactions when adjustments are needed
Getting started
- Open Finance from the main navigation.
- Identify what you need to do -- review a payment, reconcile a bank transfer, check a balance, or send an invoice.
- Select the tab that matches your task.
- Use the filter and search tools within each tab to narrow down the data you need.
Navigating between Finance and Relations
Every financial movement in Aerolync is linked to a relation (a person or organisation). You can view the same financial data from two directions:
- Finance module -- shows all financial data across the entire organisation, grouped by type
- Relations module -- shows financial data for a single relation on their Finance tab and Billing tab
When you need to review one person's full financial picture, navigate to their relation record. When you need an organisation-wide view, stay in the Finance module.
Common workflows
Checking whether a payment was received
- Open the In-App Payments tab.
- Search for the relation or filter by date.
- Check the payment status column.
Reconciling bank transfers
- Open the Wire Transfers tab.
- Review the list of unhandled transfers.
- Match each transfer to the correct finance item or relation.
- Mark handled transfers to keep your balances accurate.
Identifying outstanding balances
- Open the Balances tab.
- Review the current balance column to spot relations with outstanding debits.
- Click into a relation for a detailed breakdown.
Sending invoices
- Open the Invoices tab.
- Locate the invoice you want to send.
- Use the send action to deliver it via email or Peppol.
Finance documentation pages
Good practice
- Work tab by tab. Each tab is designed for a specific task. Trying to do everything from one tab leads to missed items.
- Reconcile regularly. Do not let unhandled wire transfers or unsent invoices accumulate. A weekly reconciliation routine prevents surprises.
- Use filters before exporting. Exporting an unfiltered dataset is rarely useful. Narrow down by date, category, or relation first.
- Keep relation records clean. Finance data is only as reliable as the relation profiles it is linked to. Ensure billing details are up to date in Relations.
- Cross-check using Balances. After processing payments or reconciling transfers, confirm the result in the Balances tab.