Generating registers and ledgers in Athennian is quick and easy to do! All you have to do is follow these simple steps:
- Navigate to the Securities > Shares section of the entity and click Registers / Ledgers in the top right hand corner to open up a dropdown list - you will have the option to choose among the following:
- Current Share Class
- All Share Classes
- Select Shareholders - Once you select one of the items from the dropdown list, a Supporting Documents window will pop up prompting you to check off one or several templates from a list of templates;
- Scroll through and check off the desired template to be used to generate the register/ledger;
- Click Merge to generate the document;
- Click View Documents Now to be redirected to the Documents section to view the newly generated register/ledger;
- Click on the register/ledger to preview, convert to PDF, or open in Word Online.
If you are looking to generate Principal Registers, see additional help article: