Introduction
- Rate: The cost of one share.
Editing a Share Transfer
Should you need to make changes to a Share Transfer, you can easily do so by following these steps:
- Navigate to the Share Transfer list.
- Click on the Share Transfer you wish to edit.
- Make the necessary changes.
- Click on Save.
Remember, any changes to the Share Transfer need to be reflected in the Journal Entries. Ensure you update the Journal Entries upon editing a Share Transfer.
Sorting and Tracking Share Transfers
Empress offers a user-friendly interface to help you sort and track Share Transfers. You can view all Share Transfers, sort them by date, and filter them by Transfer Type, From Shareholder, To Shareholder, or any other field.
To track a specific Share Transfer, simply click on it from the Share Transfer list. This will open the Share Transfer, showing all the details associated with it, including the Transfer Type, From and To Shareholder, Quantity, Rate, and more.
User Roles and Permissions
In Empress, different roles have different permissions. The roles allowed to create, edit, and view Share Transfers are typically those involved in accounting and company management, such as Account Managers or Company Secretaries. These roles have the permissions necessary to manage Share Transfers effectively.
Conclusion
Share Transfers in Empress simplify the process of managing the share structure of your company. By enabling the issuance, purchase, and transfer of shares, Empress provides an efficient way to integrate new shareholders or modify the existing distribution of shares.
Remember, before a new shareholder can partake in Share Transfers, they must first be issued shares. Follow the steps in this guide to create, edit, sort, and track Share Transfers. Ensure you also update Journal Entries whenever a Share Transfer is edited.
For more help and resources, visit the Empress Help Center or reach out to the Empress Support Team.