dckozak

I see some discussion on a different thread. Thought I bring it front and center. Has anyone seen anything on our expense system or seen anything official about 8.C.2.ii ? it is a section 3 contract provision with a no later than September implantation date. I need the money and have the money. When are they going to show me the money??

Some guy

I was told by CE that it goes into effect starting this month. Supposedly, once you close out your July expense report you will see what amount will be available to roll over to August. Haven't "pressed to test" yet...

DLax85

I don't think this is correct

My Jul report closed with over $400 in unused bank

Nothing has rolled over to Aug report

Busboy

DLax...Just curious...if you go to "status reports" in the fox system. Is there any option for bank carryover funds.

bluesky7

Got this response from Crew Travel Audit:

"Once the June and July reports are audited and closed, the system should allow you to allocate the available rollover banks."

I sent a followup email with no response yet. I also do not see any options in VIPs to apply the rollover bank.

Adlerdriver

Similar but slightly different question:

Has there always been a restriction on sliding expenses associated with a carryover trip (that aren't within 3 days of the end of month) forward to the next month?

i.e. Trip starts 25Aug and goes to 2 Sep with a back-end DH (so the DH money is in September). Buy a ticket for the day before the trip starts on the 24th (so not within the last 3 days of the Aug month).

Can you slide the expense for the 24th ticket to Sep to use the bank from the trip?

FDXLAG

If it is within three days of the C/O trip it can be slid.

Adlerdriver

Not according to the insite FAQs. It says expenses associated with a carryover trip that are not w/in 3 days of start/end of bid period can only be slid to the month of the c/o trip's showtime.

Hence, my question. Has it always been that way or is this a new change?

FDXLAG

Why would you slide an expense into a month when the expense already is? It is already in Aug you can only slide to Sep. I have done this in the past, as I have bought round trip tickets and and paid for both tickets in the first month, the second month, and split it between months. So if we can't do it now it is a change.

Adlerdriver

I'm not sure what you're asking here.

I'm pretty sure we're not talking about the same thing. If you look at post #6 above and actually pull out a calendar, we might get on the same page.

I understand one is able to slide expenses forward and backward as required in order to pair them up with available travel funds in an adjacent month. There are no restrictions on this if the expenses in question fall within 3 days of the start or end of a bid period. I've done that many times....but I'm not talking about that.

The scenario in question is with a long trip with a backend DH that straddles two months. Neither the start of the trip nor the end of the trip is within three days of the bid period start/end. The month the trip begins, say August, has no travel funds available or they're already used on something else. An allowable deviation expense (say an airline ticket) is incurred the day before the trip begins (but again, just to be clear, that expense is not within three days of the end of the bid period).

In September (where the travel money from this trips lives), some of that travel money is unused. It would be nice to slide the airline expense from August to September but that option is not available during the expense report process. When the insite FAQs are referenced, there is a specific restriction that doesn't allow this slide to be accomplished.

I had a friend with this scenario contact me and ask if this was a change. I was able to find a situation last Nov/Dec 2015 where I had $ available in Dec that I was unable to use for a Nov expense because of this exact situation. So, my answer was that I'm pretty sure it's always been like that, but I'm not 100% certain. Since we no longer have the Fox system tutorials and FAQs available to reference, it's difficult to say for sure.

As an aside:
The insite system is a joke and very little help. We basically started from scratch with zero corporate knowledge in print and have to re-ask any question we used to have guidance for and get the new 2016 answer.

I think this has some potential for issues down the road considering the following facts:

1. we're hiring like crazy, so lots of pilots will be looking for guidance on expense reports.

2. most of these expense report rules aren't in the contract, so absent being able to use the old FAQs and tutorials (which are gone), rules can be re-interpreted as needed. What better time to do this than as the expense report changes that ARE in the contract are slow-leaked into practice.

3. We've just been given some new expense report guidance via FCIF which ALPA has accurately waved the BS flag over.