Opening an account from Finance → Accounts — with View Details or by clicking the row — shows that account's own page, titled with the account name.
At the top sits Current Balance, with the account's type and currency beside it. Back to Accounts returns to the list.
The transaction list
Below the balance, the account's top-ups and expenses are shown together as one list, newest first:
- Date
- Type — Top-up or Expense
- Name / Note — an expense's name, or a top-up's note
- Amount — top-ups are shown with a plus, expenses with a minus. Expense amounts are shown in the vessel currency.
Tabs above the list switch between All, Top-up and Expense, each showing how many entries it holds, and the search box filters on the name or note.
If any expenses on the account have been marked Hide from crew by a captain or management user, crew members viewing the account do not see those individual expense rows. Instead, a single Hidden expenses summary total is shown so the account's running balance still adds up without revealing the details of hidden expenses.
Adding a top-up
A top-up is money going into the account. Use the Top-Up button on the account page, or the Top Up action on the row back in Finance → Accounts. Either opens a modal titled for that account with three fields:
- Date (required)
- Amount (required) — must be greater than zero
- Note — free text, and what the transaction list shows as the top-up's name
Saving a top-up immediately raises the account's balance. Adding top-ups needs the Edit Top-ups permission.
Removing a transaction
Each row can carry a Delete action, subject to permission: Delete Top-ups for a top-up, Delete Expenses for an expense. Deleting either recalculates the account balance. Deleting an expense also removes the invoice file stored with it.
Expenses cannot be edited from this page — use Finance → Expenses, where clicking an expense opens it for editing.