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[*]Charter Module

Charter management.

Charter records, planner, guest lists and documents — with APA and settlement statements through the Finance add-on.

Charter list with status pills - Draft, Live, Completed, On Hold, Cancelled

~ what's inside

Five areas.

01 · Charters

Draft, Option, Live, Completed

Charter records with the lifecycle states the platform actually uses: Draft, Option (with its expiry date), Live, Completed, with On Hold and Cancelled where they apply.

02 · APA · with Finance

Balance and category breakdown

Inflow and burn-down by category. Multi-currency: EUR, USD, GBP.

03 · Expenses · with Finance

Phone-friendly capture

Receipts captured on a phone, including HEIC. Categorised against the charter.

04 · Settlement · with Finance

Built from APA + receipts

Settlement statement assembled from APA inflow and recorded expenses. CSV export.

05 · Guests

Guest list and FAL Form 6

Guests with nationality, arrival and departure dates and their documents — passports, visas, insurance, waivers — with several travel documents per guest. Export the IMO FAL Form 6 passenger list, choosing which passport each guest travels on.

~ apa management · finance add-on

Inflow, burn-down, balance.

APA inflow against the charter. Spend by category. Remaining balance computed from the two.

  • ✓Multi-currency: EUR, USD, GBP
  • ✓Category breakdown built in
  • ✓Refreshed on load and on demand
APA balance

~ settlement · finance add-on

The end-of-charter pack.

Settlement statement built from the APA inflow and the receipts logged through the charter. CSV export for the books.

  • ✓Built from APA + categorised receipts
  • ✓CSV export
  • ✓Held against the charter record
Charter settlement statement

~await contact_initiation

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