Location:  Bookkeeping module > Dashboard > Client specific > Contacts > Shareholders

Click here to watch the video

This page will show you;

  • Name of the Shareholder.

  • Share type is Equity.

  • No. of shares.

  • Phone no# and Email ID and Country is displayed.

Action drop-down has an option to;

  • Make Director,

  • Edit,

  • Delete

You can export as a PDF by using the “Export\/” button on the top right of the page.

On clicking “+Shareholder”, can add new Shareholder, enter all the details. As seen in the image to the left.

  • Checkbox for active to be selected.

  • Enter no. of shares and value per share.

  • Select share type and save.