Financeimport { Callout, Steps } from ‘nextra/components’
Configure Chart of Accounts
Goal: Prepare the account structure used by expenses, budgets, cashbook movements, and financial reports.
Before you start
- You must have permission to manage finance configuration.
- Confirm the account structure your yacht or fleet uses.
- Avoid changing account names casually if those accounts are already used in finance records.
Steps
Open Finance and go to Chart of Accounts.
Review the existing accounts
Check whether the account you need already exists. Use search, filters, and grouping to avoid creating duplicates.
Create or update an account
Add the account code, account name, currency, and any finance mapping required by your accounting process.
Keep names short, clear, and consistent with the terms users expect to see when recording expenses.
Check the account context
If the account belongs to a group or must be linked to a higher-level finance category, select the correct structure before saving.
Save and test the account
Save the account, then check that it appears where users need it, such as budget details, expense allocation, or cashbook entries.
[PLACEHOLDER: screenshot - chart of accounts list and account detail form]
Result
The account is available for finance users. Expenses, budgets, cashbook entries, and reports can now use a consistent account structure.