PortzApp logo
PortzApp Platform

Document Export

A generated, versioned document such as a PDA, FDA or invoice that can be previewed, published, downloaded or sent. Within PortzApp, the term describes part of the platform’s account, directory, request, job or collaboration workflow.

What an export is

  • A document export is generated from the job’s account, not written separately.
  • Each export captures the account at a point in time, which is why they are versioned.
  • The type of export marks a stage: an estimate before the work, a settlement after it.

Document Export is a term used in maritime business and operations.

A generated, versioned document such as a PDA, FDA or invoice that can be previewed, published, downloaded or sent.

Within PortzApp, the term describes part of the platform’s account, directory, request, job or collaboration workflow. The exact meaning may vary with the contract, jurisdiction, port practice or workflow in which it is used.

Export types and the stage each marks

Export
When it is used
Proforma DA (PDA)
The estimate, at quote stage or early in the job.
Disbursement Account (DA)
A snapshot of the account while the job is running.
Final DA (FDA)
The settlement document, once the job is finished.
Proforma Invoice (PI)
An invoice-style estimate.
Final Invoice (FI)
The invoice to be paid.
Custom
Anything the others do not cover, under a title you give it
Document exports in PortzApp

Generated from the account behind the job

In PortzApp an export is produced from the job’s disbursement account, so it reflects the line items as they stand. It can be emailed from the platform, with recipients, CC, BCC and a message.

How job documents work
FAQ

FAQ

The most common questions we get about Document Export.

What does Document Export mean?
A generated, versioned document such as a PDA, FDA or invoice that can be previewed, published, downloaded or sent.
What is the difference between a draft export and a published one?
A draft is generated but stays internal. Publishing shares it with the counterparty inside PortzApp.
Is a document export the same as the disbursement account?
No. The account is the live record of line items. An export is a document produced from it at a point in time.