Transactions Export, Sort by clicking column headers & Grant Agreement improvements
Transactions Export
The Transactions screen Export has been enhanced to provide Administrators and Participants with considerably more transactional information, in a clean and easy-to-read format.
Some key points for Administrators:
Easy reconciliation between company transactions and the Cap Table
Trace the origin and destination of every transaction in the company
Track the exact number of shares transacted and the key dates on when transactions occurred
Pre-populated total figures to assist with quickly summarising data
Sort by clicking on column headers
The tables on the Transactions, Grant and Users screen can now be sorted by clicking on any column header.
The first click sorts the column data by ascending, the second click sorts the column data by descending and the third click resets the column sorting.
Additional tags/placeholders for the Online Grant Acceptance document
Additional user specific placeholders have been created that can now be included in the grant acceptance document:
•Address (added to default template)
•Country (added to default template)
•Email Address (added to default template)
•User ID
•Shareholder Type
•Type of Access
•Tax ID
•Total Cost (added to default template)