Generating Transaction Registers and Ledgers

Alix
Alix
  • Updated

Learn how easy it is to generate registers and ledgers in Athennian!

Generating registers and ledgers in Athennian is quick and easy to do! All you have to do is follow these simple steps:

  1. Navigate to the Securities > Ownership 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 Class
    - All Classes
    - Select Shareholders / Members / Partners

  2. 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

  3. Scroll through and check off the desired template(s) to be used to generate the register(s)/ledger(s)

  4. Select the box Convert word to PDF if you wish to generate a PDF version
  5. Click Merge to generate the document(s)

  6. A blue pop-up message will display on the bottom right indicating "Generating documents - You'll be notified when it's completed". Once generated, a green pop-up will show stating "Documents successfully generated"

  7. Navigate to the Documents section to view the newly generated register(s)/ledger(s)

  8. Click on the document name to Preview or Open in Word Online

  9. Select the document by checking the box on the left-hand side and it will give you additional options by clicking on the "X selected" dropdown at the top of the page, such as Convert to PDF, Move, Rename, etc

 

 

 

If you are looking to generate Principal Registers, see the additional help article: