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To access this screen, go to Edit | Share Register for a client that has not yet been converted over to Company Secretarial. Click Yes to obtain relevant information from Accounts Production.
The Copy Share Information screen appears, confirming
which period end the information bridged will be from. The date
will always be the latest account period end date on the database.
The data that can be bridged is:
Share types - obtained from Accounts Production Data Screens
Dividends - obtained from Accounts Production Data Screens
Share events (ie Share issue, bonus issue) - obtained from Accounts Production Data
Directors' share transactions - obtained from Edit | Shareholdings in AccountsProduction
Other share transactions - the remaining shares in issue after directors' share transactions are assessed.
Click Yes to obtain bridged information.
Click Close to enter the completed Share Register.
Click No to enter the Share Register without bridging information. This is used to enter details manually.
Click Abandon to return to the main Company Secretarial screen.
The Copy Share Information screen appears stipulating that no share information has been found to be entered in Accounts Production. Therefore the Share Register will be blank upon first entry.
Click OK to enter the Share Register and insert each record manually.
Click Cancel to exit the bridge process and return to the main Company Secretarial screen.
To access this screen, go to Edit | Share Register. This screen appears IF it is the first time entering the Share Register.
When entering the Share Register for the first time it states that there is no share register information for the client.
Here a check can be done for any information in Accounts Production which will then be pulled through to Company Secretarial.
Click Yes to search for any relevant information. Information such as share capital, directors shares and dividends.
Click No to enter the Share Register without searching for any information.
Click Cancel to exit this screen.