Financeimport { Callout, Steps } from ‘nextra/components’
Manage Payment Information
Goal: Record payment information consistently on finance records so expenses and cash movements can be reviewed without ambiguity.
Before you start
- You must have permission to create or edit the finance record you are updating.
- Confirm how your yacht or fleet wants payment information recorded, such as card, bank transfer, cash, or owner account.
- Check whether the payment information affects approval, reconciliation, or reporting before changing an existing record.
Steps
Open the expense, payment, or cashbook record that needs payment information.
Review the existing payment information
Check the current value before changing it. If the record is already approved or reconciled, confirm whether it should be edited or handled through a correction process.
Add or update the payment information
Select or enter the payment information used for the record.
Keep naming consistent
Use wording that matches how users speak onboard and how shore office reviews transactions. If the payment belongs to a specific card, account, or cash box, include enough detail to distinguish it.
Save your changes
Save the record and check that the payment information is visible in the list or detail view where finance users review it.
[PLACEHOLDER: screenshot - payment information on an expense or cashbook record]
Result
The finance record now shows clearer payment information. This supports approval, reconciliation, and later reporting.