To transfer shares or units, click + New in the Transactions tab. This will bring up the transaction type selector, choose Transfers to open the Transfers workflow.
If you know your dates, enter them or you can leave them blank and add them later once you know them. If you want to run documents without dates, click Blank Transaction Date to add underlines in the documents where the dates should be.
Enter the number of shares you wish to transfer as well as the price per share and currency. The number of shares you want to transfer must match the number of shares selected to transact from the certificate you selected (a warning will show telling you the required balance).
By default, Athennian will automatically cancel the selected vendor certificates and generate a new Issued certificate for any balances left on the cancelled certificates. If you do not want to transfer all of the shares off of the selected certificate(s), you can select Balance remaining to keep the share balances on the cancelled certificates for a future transaction. Note that it is not recommended to keep share balances on cancelled certificates permanently because it will cause accounting issues with generated documents.
For the purchaser, you can select an existing shareholding or create a new one. To create a new shareholding, you must click + Shareholder to add parties to the shareholding. Parties can either be entities or people (use the selector the right of + Shareholder).
Once you have selected the parties to the shareholding, you can select their interest types from the dropdown menu and then customize the shareholding name to reflect the nature of the interest.
Navigate to the Certificate Issuance tab to confirm the certificate details are correct for the new certificate to be issued, then go to the Review tab to review and confirm the transaction details.
Once you click Transfer, a new pending transaction will be created, a new certificate will be issued, the selected certificates will be cancelled, and a new shareholding will be created (if you chose to create a new one).
You can then proceed to generate documents you support this transaction as required.