Your company and its first user are registered by our support team. Once registration is complete, the first user will receive an email with a temporary password.

To log in, enter your email address and the temporary password on the Yacht Budget login page. The system will then prompt you to create a permanent password. After completing this step, you will be successfully logged in, verified, and able to access the full functionality of the system.

You can add as many users to your company account as needed. These users will later be organized into Crews.

Go to the User Accounts section to view the list of existing users. Each row includes an action menu for editing or deleting a user.

To add a new user, click Add User, fill out the form (mandatory fields will be highlighted), and click Save. The new user must then complete the same verification process as the first user (see section 1).

This section is used to add information about yacht owners managed by your company.

Navigate to the Yacht Owners section to see the list of existing records. Each row has an action menu for editing or deleting an entry.

To add a new yacht owner, click Add Yacht Owner, complete the form (mandatory fields will be highlighted), and click Save.

This section is for entering information about the yachts your company manages and for assigning yachts to charters.

Go to the Fleet section to view the list of registered yachts. Each row includes an action menu for editing or deleting a yacht.

To add a new yacht, click Add Fleet, fill in the form (mandatory fields will be highlighted), and click Save. Required fields will be highlighted by the system.

This section is used to create crew teams, which can later be assigned to charters.

Go to the Crews section to see the current list of crews. Each row includes an action menu for editing or deleting a crew.

To add a new crew, click Add Crew, complete the form (mandatory fields will be highlighted), and click Save. Required fields will be clearly marked.

Use this section to add supplier information and to issue invoices for payments.

Go to the Suppliers section to view the current list. Each row includes an action menu for editing or deleting a supplier.

To add a new supplier, click Add Supplier, fill out the form (mandatory fields will be highlighted), and click Save.

This section allows you to order a virtual or physical corporate card for a Crew member to cover urgent expenses during travel.

Go to the Corporate Cards section to view your existing cards with helpful filters. Each row has an action menu for actions like activation, blocking, etc.

To order a new card, click Add Card, complete the required fields (including the program and delivery method), and click Save.

Card Issuance and Activation Process

Physical Card

Issuance Process:
• Request: The user submits a card request. Tezro verifies the client's data and requirements. Status is set to PROCESSING.
• Review: If declined, the status changes to DECLINED. If approved, the status changes to CREATING_CARD.
• Production & Delivery: Once the card is produced, the status remains CREATING_CARD. After being handed over to the delivery service, the status becomes DISPATCHED.
• Receipt: The client receives the card at the provided address. Activation is required before use.

Activation Process:
• System Activation: The client submits an activation request. Order status changes to ACTIVATION_CARD, and card status changes to ACTIVATION_IN_PROGRESS. Once completed, the statuses become APPROVED and ACTIVE. The card is now active in the system but not fully ready for use.
• Chip Activation: The client must use the card with a physical payment device (ATM, terminal, etc.).
  To activate the chip, they must complete one of the following actions:
  • Make a purchase
  • Change the PIN
  • Check the balance. After completing one of these actions, the chip is activated and the card is fully operational.

Virtual Card

Issuance Process:
1. Request: The client submits a request. Tezro verifies the request and conditions. Status is set to PROCESSING.
2. Review: If declined — DECLINED. If approved — CREATING_CARD.
3. Ready for Activation: Once the card is ready, order status changes toDISPATCHED; card status remainsCREATING_CARD.

Activation Process:
• The client submits an activation request. Order status changes to ACTIVATION_CARD, and card status changes to ACTIVATION_IN_PROGRESS. Once completed, the statuses change to APPROVED andACTIVE. The card is now fully active and ready to use.

This section allows flexible control over user permissions and role creation within your company.

Navigate to the Roles section to view existing roles. Each row includes an action menu for editing or deleting.

Click Add Role to create a new role and define the appropriate permissions. You can select the access level:
• Customer — the user has access to all company data;
• User — access is limited to the objects created by the user.

Permissions are configured using checkboxes in the appropriate categories.

In this section, you can book a yacht trip by creating a charter. This functionality is essential for managing all charters within your company, tracking their status, and monitoring all related payments.

To create a new charter, go to the Charters section. You will see a list of previously created charters. Each entry includes an action menu for editing or deleting the charter.

To create a new charter, click the Add Charter button, fill in the required fields in the form (mandatory fields will be highlighted), and click Save.

Within the form, you can:
• assign a yacht to the charter;
• add a unique crew;
• select travel dates (the system will prevent selecting dates when the yacht is already booked);
• track all invoices and banking transactions related to the charter in the Invoices and Cash Flow sections.

You can also close the charter by clicking the Lock button and download the charter details as a PDF file using the appropriate button.

The charter becomes active once the prepayment is received. By default, this is set to 25% of the total charter cost, but the amount can be adjusted manually.

This section allows you to create invoices for payments to suppliers, as well as to record other urgent expenses (cash payments) during a trip.

This subsection is used to create invoices and manage settlements with your suppliers.

To create an invoice, select the appropriate menu option. You will see a list of previously created invoices. Each entry has an action menu for editing or deleting the invoice.

To add a new invoice, click Add Invoice, fill in the required fields (mandatory fields will be highlighted), including the product name and quantity, and click Save.

In the invoice form, you can:
• specify an invoice number (must be unique within your company),
• link the invoice to a specific supplier or charter,
• upload relevant files.

The currency is set automatically based on the supplier’s default currency. When specifying a product or service, you must also indicate the income tax percentage. The system will automatically calculate the total amount.

To pay the invoice, click the Pay button and confirm the payment in the Tezro payment system.

This subsection is used to record urgent travel expenses that were paid in cash. The available cash balance is shown in the Cash Account section.

To create a new expenditure record, go to the corresponding section. You will see a list of previously added entries. Each row includes an action menu for editing or deleting the expenditure.

To add a new entry, click Add Expenditure, complete the required fields (mandatory fields will be highlighted), including the relevant Cash Account, and click Save.

After reviewing and, if needed, adjusting the information, confirm the entry by clicking theApprove button.

In this section, you can manage all your finances, make transfers from bank accounts to cards, and track all transactions of your company.

Here, you can monitor the status of your accounts and top up your corporate cards. Bank accounts are created automatically during registration in the system.

To transfer funds to a card, click on Transfer in the action menu, specify the card and amount in the form, and click Transfer.

In this section, you can view the balances on your card accounts, obtain card details, etc.

This section allows you to manage cash funds allocated by your company for covering urgent expenses during the trip.

To create a new Cash Account, go to the corresponding section. You will see a list of previously created accounts. Each row includes an action menu for editing or deleting the account, as well as for recording the deposit of cash funds to a corporate card.

To create an account, click Cash Account, fill in the required fields (mandatory fields will be highlighted by the system), and click Save. The account number is automatically assigned by the system.

To record a cash deposit to the corporate card, select Transfer from the action menu, specify the Cash Account, the corporate card, and the amount, then click Transfer.

In this section, you can monitor all transactions of your company, such as prepayments for charters, invoice payments, and so on. Records are generated automatically.

Each entry includes an action menu for editing the record. When editing, you can attach the necessary documents or link the record to another entity, such as an invoice or charter.

This section handles your company’s accounting records.

Here, you can create a General Ledger for your company. Click on the corresponding menu item. If a General Ledger has already been created, it will be displayed in the list. Each row contains an action menu for editing or deleting the record.

To create a new General Ledger, click the Add GL button, fill in the required fields in the form (mandatory fields will be highlighted by the system), and click Save.

This is your company’s account structure. It is generated automatically and includes a predefined set of accounts. You can also manually add new accounts if needed.

Account codes from the Cash Account section are automatically included in the chart. To manually create an account, click Add account, fill in the required fields (mandatory fields will be highlighted), and click Save.

This section displays your accounting entries. Entries are created automatically when a charter prepayment is received, an invoice is paid, or an expenditure is approved.

You can also create entries manually. Navigate to the corresponding section to see a list of all entries. Each row includes an action menu for editing.

To add a new entry, click Add GL entry, fill in the required fields in the form (mandatory fields will be highlighted), and click Save.

Each entry must be posted. To do this, open the entry and click the Post button.