How to edit Unit Allotments

Question

How can I edit Unit Allotments?

Answer 

To edit the Unit Structure manually, follow the steps below

1. Navigate to Menu > Trust Register > Trusts
   
2. Once in the Trust Profile select "Update Trust Details"
3. 3. Enter a brief explanation of the changes you are making, this will be recorded under the Trust Timeline.
4. The "Update Trust Details" button will now appear as "Finish Update". Select "Main" and open the "Units" page.
5. Scroll down and select the blue plus of the Unitholder you wish to edit.
   
6. To edit the unit amounts, paid and unpaid amounts, units certificate numbers or the issue dates select the grey pencil icons.

Note: The profile only allows for full unit amounts, no decimal amounts. (e.g accepted amount: 12346 not accepted amount: 1234.50)

1. 
2. Should you wish to add an additional allotment to the Unitholder select 'Add Item'.
3. This will add another row which you can enter the figures into using the grey pencil icons as see in step 6.
4. Once you have made the required changes, press "Save Changes".
5. Once you've completed the amendments, select "Finish Update" from the top right of the Trust Profile.
   

Note: Should you wish to add unit transactions you will need to contact our support team.