Question
How can I add historical share transactions to the Transactions Table?
Answer
It is now possible to import historical share transactions into the Transactions Table.
To do this, navigate to Menu > Corporate Messenger > Companies > open the Company Profile > go to the "Shares" page > scroll down to "Upload Historical Transactions" > click on "Download Template".
Fill in the details following the correct formatting examples.
Once the details have been entered correctly, navigate to Menu > Corporate Messenger > Companies > open the Company Profile > go to the "Shares" page > scroll down to "Upload Historical Transactions" > click "Upload/Validate and Import Transactions"
Once you have uploaded the spreadsheet, a validation message will appear advising "All transactions have been imported successfully".
The transactions will then appear under the Transactions Table.
If the the information entered within the spreadsheet does not follow the correct format, a validation message will appear advising that "Some data isn't valid".
If this occurs, you will need to amend the spreadsheet to ensure the correct format is used for all details entered.
Note: The transaction type field determines whether the quantity field is an increase or decrease. Therefore, the quantity field should always be entered as a positive number. 'Transfer to' would mean the shares have increased, whereas 'Transfer from' would mean the shares have decreased.
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Total Paid and Unpaid Amounts of shares