Company Member Maintenance

This screen is used to maintain member (shareholder) details or link to existing Officers/Employees who are also company members.

The SUBMIT button stores the modified data.

Linked Employee

If the Company member is also an Employee and/or Officer of the company, then the details for this screen can be obtained by selecting the appropriate Officer/Employee from the dropdown list.

Please note for the link the Officer/Employee needs to be entered first.

Payroll/People - Manage Employees

There is no reverse link capability.

Once the link is made any amendments made either in the Officers/Employees maintenance screen or in this screen are reflected in both.

Display Name

The display name is used in dropdown selections and in reports. In particular in the dividend declaration process and on the dividend tax vouchers and member share balance report.

The name can be constructed by entering Title, First Name and Last Name; for instance for a private individual shareholder. Or for a corporate shareholder the name is entered directly into the Display Name field.

E-mail Address

Enter an email address if required.

This email address can be used to send dividend tax vouchers when the company makes a dividend declaration. Select how a document is sent either as an attachment to the email or as a link to the document.



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