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Accounts Plus - Adding new share classes to Share Capital note

(1) Tagging the number of shares 

  • Firstly access the client who needs extra ordinary or preference shares.
  • Preview the accounts to screen.
  • Scroll down to the share capital page and press the F2 button and the following screen will appear.
  • The cell underneath the following text we need to insert and extra line by clicking the Insert button.
    1_b_extra_line_under.png
  • Next type in the following line of text changing the Number of Shares to the relevant number, the Ordinary Shares Class? to class B, C or Preference Shares Class A,B,C and place the value of each share next to the pound sign.
  • Very important is the # symbol which denotes a separation of the tag and allows for multiple tags within a single line.  
    1_c_share_capital_page_edit.png
  • Next highlight the number of shares on the line you have added and right click your mouse
  • 1_d_tag_detail.png
  • Click the Menu button with the left of your mouse and click Taxonomy Tree and the following screen will appear:
    1_e_taxonomy_tree.png

 

1. Click the + button next to the heading Notes to Financial Statements and detailed disclosures (heading)

2. Click the + button next to Notes on Balance Sheet (Heading)

3. Click the + button next to Called up Share Capital (Heading)

4. Click the + button next to Share Capital,allotted,called up and paid

5. Click the + button next to Shares allotted – movement analysis (Heading)

6. Click the + button next to Number of Shares, allotted

7. On the right hand screen tick All Share Types (Default)

8. Tick either ordinary share class number or preference shares

 
1_f_choose_share_type.png

(2) Tagging the type of Share and (3) Tagging the price per share

Following on from tagging guidance right click onto the type of share and repeat the 1 – 8 processes described earlier see screen below for guidance on each stage.
1_g_tag_detail.png

Article Version History

0.1. Added text and images by SM.
0.2. Added formatting for [Insert] button.
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