Get started with the share register /periodandyear/help/share-register/get-started section 2024-08-14T17:00:37+02:00 # Get started with the share register The shareholder register consists mainly of two main elements: - Share classes - Shareholders The maintenance of the information consists of recording events in the form of transactions on the share classes. Shareholder book and forms are automatically generated based on the recorded transactions. ## Get started 1. [Create class of share](/periodandyear/help/share-register/get-started/create-class-of-share). 2. [Register shareholders](/periodandyear/help/share-register/get-started/create-shareholders). 3. [Establish share capital](/periodandyear/help/share-register/get-started/establish-share-capital) with the transaction type **Foundation** (possibly **History**, if the whole history of the share class is not known). 4. [Record other events on the stock](/periodandyear/help/share-register/get-started/other-changes) such as buy / sell, dividend, etc. Create your first class of shares /periodandyear/help/share-register/get-started/create-class-of-share page 2024-08-14T17:00:37+02:00 # Create your first class of shares 1. Go to the **Share capital**section. 2. Select **Create Class of shares**. 3. Select the share class name from the **Name** drop-down list. 4. Record the denomination per share in the **Denomination** field. 5. Click on **Create**. The first transaction **Set denomination** appears in the list of transaction for the share class. To create multiple stock classes, select the plus symbol to the right of the new class of share, at the top left of the pane. Create shareholders /periodandyear/help/share-register/get-started/create-shareholders page 2024-12-05T10:02:21+01:00 # Create shareholders New shareholders are created in the **Shareholders** section. 1. Click on **New shareholder**. 2. Register the name of the shareholder. This can be a person or a company. 3. Register organisation number/personal identity number. 4. Register address, phone number and email. You can download shareholders to excel by clicking on the **Download shareholders to excel** - icon ![](./img/DownloadAsExcelIcon.PNG)in the upper right corner.

Import shareholders from excel

Click on the Import shareholders from excel –icon in the upper right corner to start the import wizard. The import requires the information to be in a specific format. A template can be downloaded from the dialog.

  1. Drop or browse for the excel file you want to import (*.xlsx or *.xls).
  2. Click Next to load and validate data.
  3. Select the rows you would like to import and click Import. Only valid rows can be selected. To fix an error, edit the excel file and open the import dialog again.
  4. Click Close to return to the main page.
> [!NOTE] First-time registration of foreign shareholders must be done manually in the shareholder register in Period and Year. Establishing of share capital /periodandyear/help/share-register/get-started/establish-share-capital page 2024-08-14T17:00:37+02:00 # Establishing of share capital ## Foundation This transaction is used when the whole history of the ownership of the share is known 1. Select **New transaction**. 2. Select the **Foundation** transaction. 3. Enter the date and time of foundation. 4. Enter the number of shares.

In the lower section, shareholders who own the share are registered.

5. Select shareholder in the **Shareholder** drop-down box. If the shareholder is not registered, this can be done by typing the name of the shareholder in the field and choosing **Create shareholder** in the menu that appears. 6. Indicate how many shares the shareholder owns in the **Increase in number of shares** field. 7. Enter cost price in the **Cost price** field. Share premium is calculated automatically. 8. Register multiple shareholders by pressing the green plus to the right. 9. Select **Save transaction** to save the transaction. ## History Use this transaction to start from a time when one knows the number of shares, share capital and ownership. Other changes in share capital / ownership / number of shares /periodandyear/help/share-register/get-started/other-changes page 2024-12-05T10:02:21+01:00 # Other changes in share capital / ownership / number of shares ## Purchase / sale of shares {#purchase-sale-of-shares} 1. Go to the **Share capital** section. 2. Select **New transaction**. 3. Enter the date of the transaction. 4. Enter the seller by selecting it from the drop-down list in the **Seller** field. 5. Enter the buyer by selecting it from the drop-down list in the **Buyer** field. 6. Enter the number of shares sold in the **Number of shares** field. 7. Select **Save transaction** in the lower right corner. If a shareholder sells to multiple buyers, multiple rows can be created with the same seller. The same applies if there are several who sell to the same shareholder. Touch the green plus icon to the right to create more rows in the lower section. ## Dividend 1. Go to the **Share capital** section. 2. Select **New transaction**. 3. Enter the date of the transaction. 4. Specify total yield. a. If there is an evenly distributed dividend (broken down by ownership), select **Update distribution table**. A list of all the shareholders of the share class in the lower section will be created and the amount of each shareholder will be calculated automatically (**Dividend amount** field). b. If there is a dividend to be distributed otherwise, specify the shareholders who will receive dividends in the lower section, as well as the type of dividend and amount. Click on the green plus symbol on the right to create new rows in the lower section. 5. Specify the type of dividend (usually **Dividend payout**). 6. Select **Save transaction** in the lower right corner. ## Pledge 1. Go to the **Share capital** section. 2. Select **New transaction**. 3. Enter the date of the transaction. 4. Select shareholder and enter number of shares to be pledged. 5. Enter information about the mortgagee. 6. Click on **Create distribution table** to create a list with all series the shareholder have. 7. Select **Save transaction** in the lower right corner. ## Other transactions The shareholder register offers functionality for the most common movements. To find the right transaction type, you can use the search function in the **New transaction** function. 1. Go to the **Share capital** section. 2. Select **New transaction**. 3. Type in the search box to search for transaction types. The list of transactions is updated as you type. 4. Select the desired transaction and fill in the required information. 5. Select **Save transaction**. ## Delete transaction 1. Go to the **Share capital** section. 2. Select the transaction to delete. 3. In the details pane, select **Delete transaction** in the bottom left. ## Change of previously registered transactions If an earlier transaction changes, later transactions must be approved again. A yellow alert triangle will appear on the first transaction that must be approved. If there are several subsequent transactions, all must be re-approved in order. If a change causes a subsequent transaction to contain errors, such as a shareholder selling a share that he or she does not own, a red warning icon appears on the transaction, so the transaction must be changed or recalculated.