Generating Transaction Registers and Ledgers

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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 > 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

  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 to be used to generate the register/ledger;

  4. Click Merge to generate the document;

  5. Click View Documents Now to be redirected to the Documents section to view the newly generated register/ledger;

  6. Click on the register/ledger to preview, convert to PDF, or open in Word Online.

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