To add a new share issuance transaction:
- Click Ownership > Transactions in the left menu. By default, the Share Issuances screen is displayed.
2. Click Add New Transaction.
3. In the display Add New Share Issuance dialog box, enter the following details:
- Type the first letter of the Stakeholder name. From the displayed list of stakeholders, select the appropriate one.
Note: If the stakeholder’s name is not displayed, please register the stakeholder first.
- Select the relevant Share Class.
- Type the Certificate Code. Ensure that this is a unique identifier.
- Select the Date of Issuance.
- Enter the Number of Shares being issued to the stakeholder.
- Select the Currency and enter the Price per share if the currency is different from the company’s base currency. Once you enter the price per share, the Total Amount Invested (Computed) is calculated and displayed.
- Specify the Exchange Rate if you choose a currency different from the company’s base currency.
- Type the Tag you would like to capture. For example, you may want to include a tag for a department, or for the grant event.
- Enter any Additional Comments related to this stakeholder.
- Click Generate Share Certificate if you want to include a signed Share Certificate.
- Select Signatory 1.
- Select Signatory 2.
- Select the Template to include in the Share certificate.
- Click Choose File to upload Supporting Documents. Navigate to the file location, select the file, and click Open.
Click Save and Add New.
Note: The supporting documents may vary from company to company.