Generate Securities Registers and Ledgers

Alix
Alix
  • Updated

Learn how easy it is to generate ownership Registers and Ledgers in Athennian!

For details about generating Principal Registers, see Generate Principal Registers.

Securities Registers and Ledgers are documents that show ownership information in a clean, easy-to-read format. These documents are generated in seconds, and provide the options to download, sign, or add documents to the Virtual Minute Book.

When generating a Register or Ledger, it is possible to look back in time, to see how the ownership was arranged historically. By adding an As-At Date, the document generated will only include securities issued as of the date selected, or if left blank, the data will default to current data. 

  1. Navigate to the Securities section of the Entity, then select Ownership 
  2. Click Registers / Ledgers in the top right-hand corner to open up a dropdown list, and choose one of the following options to generate the document by:
    • Current Class
    • All Classes
    • Select Shareholders / Members / Partners
  3. The Supporting Documents window will appear and show all available Register and Ledger templates that can be generated
  4. Click on the As-At Date field to select a date for the generated document
    Note: If the As-At Date field is left blank, the document will generate as of today's date
  5. Select the Registers or Ledgers templates to generate by clicking the checkbox on the left
  6. If the template is in Word, but PDF is preferred, select the checkbox Convert Word to PDF 
  7. Click Merge to generate the document(s)
  8. A blue pop-up message will display on the bottom right indicating Generating documents - You'll be notified when it's completed
  9. Once generated, a green pop-up will show stating Documents successfully generated
  10. Navigate to the Documents section to view the newly generated Register(s) or Ledger(s)
  11. Click on the document name to open and view the document in Athennian
  12. If the Document is in Word format, the open will appear in the top right to Open in Word Online where documents can be edited and saved immediately
  13. For additional options, select the document(s) by checking the box on the left-hand side, and then click on "# selected" dropdown at the top of the page.  From here, it is possible to Convert to PDF, Move, Rename, Download, etc.