Omit and UnOmit ADs in Your AD Reports

Is there ever an occasion where you would like to Omit an AD from being printed on your AD Reports, while not permanently deleting it?

If so, we now offer the option to Omit an AD, and later if you wish, to Unomit it.  This keeps it from appearing in your Print out, while still keeping it in your AD Report list.

Omitting, and Unomitting is fairly simple.

  1.  From the Dashboard, click View to open your AD Report:

2. Click the Omit/Unomit button:

3. Click which AD you would like to Omit:

4. Click the Return to Report button:

5. You can see how the Omitted ADs are marked:

6. When you Print, the Omitted ADs do not appear on your print out:

Would you like to Unomit some ADs that you’d previously Omitted?

It’s easy, just go through the same steps as above, but click the white Unomit button to return it back to your Report.  It will also re-appear when printing:

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Currency Symbol Options

By customer request, the option to choose your Currency Symbol, (or to display none), has been added.

By default, the currency symbol is the US Dollar, however, that can be changed to any international symbol, or you have the option to display no currency symbol at all.

Another option is to keep the default dollar and cents separator as a decimal, or change it to a comma, which is common in several countries outside the US.

To change your currency symbol, go to My Profile and click the blue “Change” link:

You will see a list you can scroll through to locate the symbol you want.    Click to make a selection:

Then click the Change button to confirm:

You will see the Symbol change in:

    • My Invoices
    • Invoice Summary
    • Invoice Payments
    • My Work Orders
    • My Parts list

Note:  The symbol will NOT change in your Billing Receipts, because the amount on your Receipt is in US Dollars.

The symbol will also NOT change if it is built into an FAA Form or other Custom Form.

Next is to either leave the Dollar and Cent separator as is, defaulted to a decimal point (.), or you can change it to a comma (,).

To change it to a Comma, click on the Comma button, making it turn green:

Just as with the Currency symbol, you will see the Comma change in:

    • My Invoices
    • Invoice Summary
    • Invoice Payments
    • My Work Orders
    • My Parts list
  • Note:  The Comma will NOT change in your Billing Receipts, because the amount on your Receipt is in US Dollars.

The Comma will also NOT change if it is built into an FAA Form or other Custom Form.

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Product Improvement: Attach Documents to Aircraft Profile

Product Improvement, by popular request:  Attach Documents to Aircraft Profile

A number of customers thought it might be helpful to upload external documents to specific Aircraft Profiles, to keep things in order, and we agreed.

What kind of documents? 

One suggestion was an old 337, another was receipts.  You can upload photos, old Logbooks scans, or whatever you need to accompany the record.

What formats are accepted?

*.jpg, *.jpeg, *.png  and *.pdf ONLY.   (No Word or Excel docs at this time).
Max file size: 4MB

Here’s how to upload:

View/Open the Profile you want to add the documents to.

Click the +Add Document button (it’s right below the Customer/Owner section, towards the left side of your screen):

Click the Choose File button, and select the File you want.  Add a Name and a Date to the file, and click the Upload button.

Once you have a few files in place, you can Sort them by Name and by Date.  You can also search with a keyword in the Filter Search box.

Give it a try and let us know what you think.  Your feedback is appreciated!

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Product Improvement: Inventory Tracking

By popular customer request, we’ve been making improvements to our Parts List tool.

The most recent improvement is Parts Inventory Tracking, giving you the option, and ability to record quantities for each Part in your list.  This allows you to track what you have in stock.

If a current Part only lists a quantity of 1 (one), you can Edit that part, and now add the actual quantity you have on hand.

When that Part is added to an activity, such as an Invoice or Work Order, that number of purchased Parts is subtracted from your stock.

Parts Inventory Tracking  is defaulted to “OFF”.  You have the option to turn Parts inventory “On” if you’d like to use it, or leave it “Off” if you don’t want to track quantities.  It’s up to you.   Go to My Profile, and click the Inventory button to either “Off” or “On”, whichever you choose.

How to ACTIVATE INVENTORY TRACKING:

To Activate Tracking, go to:

My Profile

Click the Inventory Tracking button so it shows a green On button

Please NOTE the following:

By turning on Inventory Tracking, all quantities will begin at 1. For the best possible user experience, update your parts quantities in My Parts before you add parts to service invoices or work orders.

By turning off Inventory Tracking, all My Parts quantities will be lost. When turning off Inventory Tracking, please make certain that is what you would like to do.

When parts Inventory is turned ON, and you are viewing your Parts List, there is a column for Quantity.   When you go to EDIT a part, the Quantity is available to be changed.

When parts Inventory is turned OFF, and you are viewing your Parts List, there is NO column for Quantity.  When you go to EDIT a part, the Quantity is NOT available to be changed.

How to EDIT a PART:

Go to “My Parts”

Locate the item you want to change. Using the Filter Search can make locating a Part easier and faster.

Click “Edit”.

Make the changes and click Save.

When you Edit a Part, you will see a notation that states:

Warning:  Changes made to this part will not affect parts already added to Work Orders or Service Invoices.

Use Parts in Work Orders & Invoices:

You can use Parts from your list, and apply quantities when using Work Orders and Invoices.

For Work Orders:

Open the Work Order

Either +ADD a new Discrepancy, or VIEW an existing one.

Either +ADD a new Part, or click on the Part name to EDIT it.

Make your changes and click SAVE.

An extra feature of Work Orders is that they be converted into an Invoice.

For Invoices:

Open the Invoice you want to Add or Edit a Part to.

Either +ADD a new Part, or click on the Part name to EDIT it.

Make your changes and click SAVE.

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Over time, more functions will be added to the “My Parts” tool, such as Reporting, to list the areas the parts were used, such as Work Orders and Invoices.  Another ability in the future will be to add more Quantity from within an Invoice or Work Order, instead of having to go back the My Parts, and Edit the part, as you currently have to do.  The Parts Inventory will slowly receive improvements over time. 

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Logbook Entry with Company Name & Logo Option

LOGBOOK Entries are one of the most popular tools within our service.  A recent improvement is the addition of the option to include Company Name and Logo when printing.

Here at Zook Aviation, we tend to call the Logbook Entries by the shortcut of LSSR, meaning Logbook Service Sticker Record.  Whatever you call your Logbook Entries, here’s how to create a new one:

1. Make sure your Company Name and Logo is turned ON, in your Profile.  From the Member Dashboard, click “My Profile” in the upper right hand corner of your screen.  Next, make sure the green ON button appears under Company Name and Logo.  If it says “Off”, then click it again to turn it “On“:

2. Open an Aircraft Profile (or create a new one):

3. Click Create LSSR button:

4. Once you’ve created and filled out your new Logbook entry (or LSSR), be sure to click the green SAVE button before printing!

4. When you’re ready to Print, Be sure you are on the Full Page View, which allows your Company Name and Logo to print on the 8-1/2 x 11″ sheet.

*Please note:  At this time, Company Name and Logo are only available for the full sheet 8.5″ x 11″, and is not yet available for the smaller 3.5″ x 5″ stickers.

 

As you can see in the sample below, the Company Name and Logo are included on the print outs:

 

Some folks cut off the blank portion of the paper and adhere it to the logbook by whatever means they choose, typically glue stick or tape.

Also, a number of our customers save two copies.  One for the customer, and one for themselves.  You can download and save the PDF to your computer, if you’d rather not have paper around.  But, if you prefer paper, consider using a 3-ring binder.  We’ve heard this is a popular method, as an alternative to the small logbooks.

Give it a try and let us know what you think.  Your feedback is appreciated!

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RELATED ARTICLES:

Print Multiple Logbook Entries at the same time

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Create a New Aircraft Profile through the Registry

Would you like to create a new Aircraft Profile?

There are several ways to create a NEW Aircraft Profile:

      1. From the Aircraft Registry (preferred and recommended), or
      2. From the Aircraft Profile menu (slower, more steps).

We’ll show you BOTH methods, starting with The REGISTRY:

Go to the Main Member Dashboard > Left Panel > Aircraft Registry > Search by N# or S/N:

 

 

 

 

 

 

Type in the N-Number and click Search:   *Click the blue arrow to open the Registry listing:

On the next screen, click the +Add to Aircraft Profile button:

 

Side Note:  – – – – – NO +ADD BUTTON? – – – – –

Occasionally, you may come across a listing that does not offer the +Add to Aircraft Profile button. This will happen for Experimental and Large (over 12,500 lbs) aircraft.  Click HERE to learn how to add those manually.

Side Note: – – – – –  SERIAL NUMBER FORMAT WARNING: – – – – –

At times, you may get a Serial Number warning (in red print). All this means is that you need to click the Edit button and change the Serial Number format to match the exact format description, such as this:

IS THE PROFILE COMPLETE?

Once you’ve set up the Aircraft Profile, you can do a number of other things:

      1. Add a Customer.
      2. Create a new, or link to an existing: AD Report, Logbook Entry, Weight Form, 337, ICA Work Order, or Invoice.
      3. Upload a Photo of the Aircraft.
      4. See what Regulations apply, including ADs, Service Documents (SBs), AMAs, STCs, or Suggested Appliances.
      5. Not all, but some profiles will also display Aircraft Accident / Incident information.  You can learn more about that here:  https://zookaviation.com/blog/2020/06/23/addition-of-aircraft-accident-incident-data/

That was one way to start a Profile.  Here’s the other method by going directly through AIRCRAFT PROFILES (it takes a bit longer, with more steps):

Create a New Aircraft Profile by Model Search

As an extra, here is the step-by-step My Aircraft Guide Book to get you started:

MyAircraftZookAviation

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Converting, Importing, Transferring External Documents

Customers often ask: “Can you import my Reports from another service, into your system?”

Whatever you prefer to call it:  “converting, transferring, or importing”, we do NOT currently offer that service, however, there is a work around, IF you still have the digital versions of your external documents.

What’s the work around?  Have you ever used the Copy & Paste functions on your keyboard?  If so, this should be fairly simple for you.

If you still have access to the digital version of your external documents, open TWO Windows:

      1. The AD Toolbox, and
      2. Your external documents, whether it be via browser, or opening a PDF, Word or Excel window.

Create a New document within the AD Toolbox (can be a Logbook Entry, AD Report, Weight & Balance Form, etc).

Copy the data from the external document, and Paste it into the correct field in your new AD Toolbox document.

If you don’t know how to Copy & Paste, here’s a quick intro, using keyboard functions:

On a PC:

Copy is:  CTRL C

Paste is:  CTRL V

See the source image

On a Mac:

Copy is:  Command C

Paste is:  Command V

 

Give this a try and let us know how it’s worked for you.  Copy & paste is a great tool, no matter what you might be working on.  We hope this helps get your external records moved over.

If you wish to skip the Copy-Paste method and just want to keep all your documents in one place, you can upload your files directly into the Aircraft Profile.  It’s easy, here’s how:

Product Improvement: Attach Documents to Aircraft Profile

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Search for Engine ADs

If you’re looking to search exclusively for Engine ADs, it’s very simple.

From the Dashboard, go to the left panel and click on AD & TCD Search. That will open a list.

Next, Click on Engine AD & TCD:

Once in the Search screen, type the model digits in to the Model field.  (We suggest leaving the Manufacturer field empty).  Click Search.

You’ll see a Results list appear below (you might have to scroll down to see it). From there you can type into the Filter box to narrow down your search.

Once you’ve found your Engine Model, click the View ADs List (_) link.

If you’re thinking about the Engine ADs within an AD Report, open the report, and click on “Select Engine (Single/Left Engine)”.

Select the engine from the list, or add your own engine.  The ADs assigned to that Engine will be added to your AD Report.  Scroll down to view them.

If it’s a twin, click on “Select Engine (Right Engine)” for the next one, to repeat the process.  Scroll down to view the new Engine ADs you just added.

You can spot the Engine ADs within your report by looking for this symbol:

 

 

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Have more questions? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday & Sunday:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Save Save Save

The Value of Save:

Saving frequently helps reduce loss of data.

Most of our documents do not have auto-save.

While working, we encourage you to click the green save button often.

When you make changes in a field or box, then click away, the box will turn YELLOW.  That is an indication and reminder to SAVE your changes.

Clicking the green SAVE button often is the best way to ensure that your work remains intact.

 

It is also best practice to avoid using the “back arrow” in your browser.  Please use the Toolbox or Dashboard link in the upper left hand side of your screen:

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Have more questions? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday & Sunday:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Customer Credit on Invoice

Has your customer made a deposit, or a partial payment on a bill?

Wondering how to record the credit on an Invoice?

Open an existing Invoice, then click Invoice Payments button:

Click +Add Payment:

Add Date of payment, Amount, and a Note.  Click Save.

Click Return to Invoice:

On the Invoice, you will see the Payment applied:

When Printing the Invoice, you will see the applied Payment at the lower right hand side of the invoice:

If you’d like to change the Payment amount, simple Edit the Payment:

Keep in mind that you can make multiple Payment entries.

There’s an older alternate method that will display your Customer’s payment, whether it’s a Deposit, Partial Payment, or is Paid In Full.

Open the Invoice, scroll down to the Misc section, and click the blue +Add button:

InMiscAddBtn.png

Type in a Description for the Payment.  You can type anything, such as Deposit, Partial Payment, or Paid In Full.  Use your own words.  Be sure to use a NEGATIVE dollar amount in the Cost field, typed like this:   -375.00    Click Save:

InvMisc.png

You will see on the Printed Invoice that the credit appears in the Totals section at the bottom:

InvMiscTotals.png

You can always edit the Invoice later to make changes or additional payment lines.  When the Customer makes their final payment, you can reflect the payment by either changing the existing Misc line, or adding a new Misc line.  Remember to type in a NEGATIVE amount, which will appear as a credit.

There is a button at the top of the Invoice that allows you to watermark the page with “Paid in Full”:

InvPaidInFullWtrmrk.png

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Have more questions? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday/IA Seminars, Saturday & Sunday:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.