1. Review All Requests for the Full Month
Open the date range from the 1st through the end of the month and ensure:
All requests have been invoiced and paid.
Any request with both arrival and departure times should be closed.
Cancel any requests for aircraft that never arrived.
Update ETD for any aircraft still on the ramp beyond their scheduled departure.
Navigation:
Customer Service > Request List
Set Date Range: 1st – End of Month
2. Review Incoming Requests & FlightBridge Reservations
Review all incoming requests and ensure FlightBridge reservations are completed.
Review all Closed Requests for the month.
Arrival & departure times should be green.
Each request must be linked to an invoice.
If edits are required, reopen, make changes, and reclose the request.
Navigation:
Customer Service > Request List > Closed
FlightBridge (external if applicable)
3. Verify Unbilled Fuelings
Ensure there are no unbilled fuelings for the full month. If any exist:
Link to a request or existing invoice.
If needed, create a new invoice using the bento box.
Navigation:
Fuel Management > Fuel Inventory > [✓] Upper Right-Hand Tick Box
Set Date Range: 1st – End of Month
4. Check Meter Breaks & Overlaps for the Month
Run the Breaks & Overlaps by Meter report from the first through the end of the month.
Resolve any gaps or overlaps before continuing as they may impact invoicing.
Navigation:
Fuel Management > Reports > Breaks & Overlaps by Meter
Set Date Range: 1st – End of Month
5. Review Working Status Invoices
Ensure all invoices in Working status are either:
Fully processed and paid,
Or remain in Working status due to valid reasons (e.g., aircraft still on the ramp).
Navigation:
Accounting > Invoices > Working
6. Fuel Pumped vs Sold Reconciliation
Run the Fuel Pumped vs Sold report to ensure:
All pumped fuel has been invoiced.
There are no invoices missing fuel tickets.
The variance at the bottom of each fuel type should be 0.
Navigation:
Accounting > Reports > Fuel Pumped vs Sold
7. Close the Period for Fuel Reconciliation
Complete the month-end fuel close to reconcile inventory and lock the period.
For assistance with Close Period, please reference our help desk article: https://help.x1fbo.com/en/articles/8983173-close-period
Navigation:
Fuel Management > Fuel Dashboard > Close Period
Need more help? Contact X‑1FBO Support for further assistance