Charterimport { Callout, Steps } from ‘nextra/components’
Create an APA
Goal: Create an APA record for a charter so advance provisioning funds and charter-related expenses can be tracked.
Before you start
- A charter booking must already exist.
- Confirm that the correct yacht is selected.
- Prepare the starting APA amount or funding information used by your process.
- You must have permission to manage APA records.
What is an APA?
APA means Advance Provisioning Allowance. In charter operations, it is the advance amount used to cover charter-related running expenses, such as provisioning, fuel, berthing, transport, or other costs handled during the charter.
In IN-YACHT, the APA area helps the team record the allowance, add expenses against it, and reconcile the balance before or during charter closing.
[PLACEHOLDER: screenshot - APA section linked to a charter booking]
Steps
Open the charter that needs APA tracking.
Open APA
Go to the APA section for the charter.
Create the APA
Click New, Create APA, or the equivalent action.
Enter the starting information
Add the amount, currency, reference, and any notes required by your process.
Save the APA
Save and confirm that the APA appears on the charter record.
After creating the APA
Use the APA record to add expenses as they occur. Keep receipts and supporting notes aligned with your yacht’s accounting process.
Result
The charter has an APA record ready for expense tracking and later reconciliation.