Share Ledger

This is a report view which gives the list of all the transactions made by a given Shareholder.

1. Pre-requisite

No Pre-requisite required

2. How to display a Share Ledger

To access the Share Ledger list, go to:

Finance > Basics > Share Ledger

  1. Go to share ledger
  2. Select the date and the shareholder name
  3. Share ledger table will be displayed , It consists of the following fields:
    • Shareholder :The name of the shareholder who owns the shares.
    • Date:The date of the share transaction.
    • Transfer type:The purpose of the transfer (Issue - Purchase - Transfer).
    • Share Type:The two default options in StrideERP are Preference and Equity. This only indicates the type of share, more can be added as per your Company structure.
    • Number of shares:Numercial value representing the total number of shares you have.
    • Rate:The current rate of the shares.
    • Amount:The total amount of shares.
    • Company:The name of the company.
    • Share transfer:The Issue, Transfer, or Purchase of Company shares from one party to another.