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By the end of this guide, you will have added aircraft owners, tracked their expenses and revenue, processed payouts, and generated owner statements.
The Operations module must be enabled for your workspace. You also need the appropriate operations permissions. Contact your workspace administrator if you cannot access these features.
You need the owner_portal.read permission; financial write actions require owner_portal.update.

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Prerequisites

  • Aircraft must be registered in the fleet before they can be assigned to owners.
  • Expense categories and vendor records should be configured in Settings for accurate categorization.

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Add an owner

Navigate to Ops > Owners in the sidebar. The page has five tabs: Overview, List, Expenses, Revenue, and Payouts.
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Step 1: Open the owners list
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Click the List tab on the Owners page.
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Step 2: Create a new owner
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Click Add Owner in the top-right corner.
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Step 3: Enter owner details
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Complete the owner profile:
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FieldRequiredDescriptionOwner NameYesIndividual or company name.Contact EmailYesPrimary contact email.Contact PhoneNoPhone number.AddressNoMailing address for statements.Tax IDNoEIN or SSN for tax reporting.
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Step 4: Save the owner
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Click Save. The owner appears in the owners list and can now be linked to aircraft.

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Assign aircraft to an owner

  1. Open the owner’s detail page from the Owners List.
  2. Navigate to the Aircraft section.
  3. Click Assign Aircraft and select one or more aircraft from your fleet.
  4. Click Save.
Assigned aircraft link the owner to all associated expenses, revenue, and utilization data for that tail number.
An aircraft can be assigned to multiple owners in shared-ownership arrangements. Set the ownership percentage for each owner to enable proportional cost and revenue allocation.

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Track expenses per owner

Owner-related expenses are tracked in the Expenses tab:
  1. Click the Expenses tab on the Owners page.
  2. The expense list shows all expenses allocated to owner-managed aircraft.
  3. Each row includes date, description, amount, aircraft, and category.
To add a new owner expense:
  1. Click New Expense.
  2. Select the owner and aircraft.
  3. Enter the expense details (amount, date, category, vendor).
  4. Click Save.
Expenses can also be automatically allocated from the main Expenses module when they reference an owner-managed aircraft.

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Track revenue per owner

The Revenue tab records charter and lease income attributable to each owner’s aircraft:
  1. Click the Revenue tab on the Owners page.
  2. Revenue entries show the date, amount, type, aircraft, and owner.
  3. Use filters to view revenue for a specific owner, aircraft, or date range.
Revenue entries are created automatically when invoices for trips on owner-managed aircraft are paid, or can be entered manually.

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Process payouts

Payouts represent distributions to owners from net revenue (revenue minus expenses):
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Step 1: Open the payouts module
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Click the Payouts tab on the Owners page.
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Step 2: Review pending payouts
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The payouts list shows all payout records with:
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  • Owner name.
  • Period (e.g., “January 2026”).
  • Amount.
  • Status (pending, processed, paid).
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    Step 3: Process a payout
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  • Select a pending payout.
  • Review the revenue, expenses, and net amount for the period.
  • Mark the payout as Processed once the payment is initiated.
  • Mark as Paid when the owner confirms receipt.

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    Generate owner statements

    Owner statements summarize financial activity for a period:
    1. Open the owner’s detail page.
    2. Click Generate Statement.
    3. Select the statement period (monthly, quarterly, or custom date range).
    4. The statement includes:
      • Revenue by trip and aircraft.
      • Expenses by category.
      • Net income calculation.
      • Payout history.
    5. Click Export to download as PDF for distribution to the owner.

    Handle Accounting

    Invoicing and payment tracking that generates owner revenue.

    Log Expenses

    Record expenses that are allocated to owner aircraft.

    Manage Aircraft

    Set up aircraft records before assigning to owners.

    Reports: Financial

    Owner usage summary and operating cost reports.
    Last modified on April 11, 2026