(Note: The guidance below relates to Corporate Messenger accounts with Managing Transactions module activated)
Question
What is the Date of Entry and how can I edit it for shareholders in the Company Profile?
Answer
The Date of Entry is the date the Member is entered into the company's Register of Members.
To edit a Date of Entry for a Member:
1. Navigate to Menu > Corporate Messenger > Companies > Company Profile > Shareholder's Information.
Each Shareholder will have a Date of Entry field > to edit select the pencil icon.
2. When selected, the field will allow for editing - change the date and select the green tick icon to save the change.
Note: If you do not wish to save the date entered select the red cross icon to disregard the changes made.
| Note (for Accounts with Managing Transactions module activated in Corporate Messenger): The earliest share transaction date cannot be before the Member's Date of Entry. It is advisable to validate the Date of Entry is correct before attempting to update transaction dates. |