Knowledge base

Loans (1)

Loans (8)

• How do I select the right loan product for my business?
• How can I apply for my first loan?
• What happens in case of missed or delayed repayments?

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Contacts (1)

Contacts (7)

• What is a contact?
• How do I add a new contact in Marlo?
• How do I add bank details for my vendors and customers?

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Bill payments (AP) (1)

Bill payments (8)

• How to add a vendor and create a bill using that preferred vendor
• How to create a bill with a preferred vendor?
• How do I mark a bill as paid?

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Invoice payments (AR) (1)

Invoice (7)

• What are accounts receivables?
• Who can access the Accounts Receivables module?
• How to create an invoice in Marlo?

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Credit score (1)

Credit score (13)

• What is a credit score, and why is it important for my business?
• How is my credit score calculated?
• What is a 'Risk Class'?

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Valuations (1)

Valuations (13)

• What does the valuation feature represent?
• How is the 'Total Valuation' graph useful?
• Can I see a breakdown of the types of vessels in my valuation?

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Covenants (1)

Covenants (10)

• What are covenants in financial terms?
• What does a 'Compliant' status indicate in covenants?
• What should I do if a covenant is marked as 'Non-compliant'?

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Business Accounts (1)

Global accounts (11)

• How does a global account differ from a bank account?
• What are my transaction limits?
• How much can I keep in my Global Account?

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Payout (1)

Payout (10)

• I made a mistake with my payout.
• I made a mistake with my payout: If your payment has been dispatched
• Why did my bank transfer fail?

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Cards (1)

Cards (10)

• How to set up your employee with a Marlo card?
• When should I use a company card vs an employee card?
• What is the VISA exchange rate?

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General (1)

General (20)

• How do I change my phone number?
• How do I change my country of residence?
• How can I edit my other personal information in my profile?

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About MARLO (1)

About MARLO (4)

• Is Marlo a bank?
• What is Marlo's mission statement?
• Do you have a referral process?

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Step-By-Step Guides (6)

Vessels (3)

• How to create a vessel?
• How to create a bill via vessel?
• How to create ownership for a vessel?

Estimates (5)

• Creating and Managing Worksheets
• How to create an estimate for an owned vessel - own voyage (OVOV)?
• How to create an estimate for TC In - TC Out (TCTO)?

View all 5

Time charters (2)

• How to create TC-IN ownership for a vessel
• How to create TC-OUT ownership for a vessel

Contracts (1)

• How to create a contract?

Receivables (1)

• How to create an invoice via contract

Payables (1)

• How to create a bill via contract