1. Add a Dividend

To add a new dividend:

  1. Select My Money from the sidebar menu then select Dividends from the drop-down menu.
  2. Select Add Dividend.

3. Complete the details. There are mandatory fields.

Note: Because Shareholder and Account fields are connected in hAIbooks, when you select a shareholder, only those accounts that relate to that shareholder will be displayed. If you select an account, you’ll see a list of shareholders that relate to that account. Alternatively, when you select an account, the list of shareholders linked to that account is displayed. 

4. Select Save.

2 View Dividend Details

To view the details of a dividend:

  1. Select My Money from the sidebar menu and then select Dividends from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to explore from the list in the Description column. Here you’ll find all the related information, including payments, notes, and files. You can edit, delete, and view the voucher relating to the dividend.

 Add a Dividend

To add a new dividend:

  1. Select My Money from the sidebar menu then select Dividends from the drop-down menu.
  2. Select Add Dividend.
  1. Complete the details. There are mandatory fields.

Note: Because Shareholder and Account fields are connected in hAIbooks, when you select a shareholder, only those accounts that relate to that shareholder will be displayed. If you select an account, you’ll see a list of shareholders that relate to that account.Alternatively, when you select an account, the list of shareholders linked to that account is displayed. 

  1. Select Save.

2 View Dividend Details

To view the details of a dividend:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to explore from the list in the Description column. Here you’ll find all the related information, including payments, notes, and files. You can edit, delete, and view the voucher relating to the dividend.

2.1 Dividend Information

The Dividend Information tab shows detailed information about a dividend, including its date, description, type of account, and the total amount. Here you can edit and delete this dividend, or view the related voucher.

2.1.1 Edit a Dividend 

To edit a dividend:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to edit from the list in the Description column
  3. Select Edit on the Dividend Information tab.
  1. Make your edits and then select Save to save your changes. 

2.1.2 View Dividend Voucher

To view a voucher:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to view from the list in the Description column.
  3. Select View Voucher on the Dividend Information tab.

For each dividend, hAIbooks creates a dividend voucher and Minutes of Meeting and also autocompletes shareholder and dividend details. You can view this voucher in .pdf format by selecting PDF.

2.2.3 Delete a Dividend 

To delete a dividend:

  1. Select Accounts from the sidebar menu and then select Purchases from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to delete from the list in the Description column.
  3. Select Delete in the Dividend Information tab.

2.2 Dividend Payments

You can find the Dividend Payment form in each shareholder’s account in the Account field. It looks like a standard hAIbooks Payment Details form.

2.3 Notes

The notes feature allows you to write custom notes for this dividend. Write as many notes as you wish. 

2.4 Files

You can add files to a dividend. Either upload files from an external device or select one of the files you have already uploaded to hAIbooks. 

You can upload files in these formats: .pdf, .xls, .txt, .png, .gif, .doc, .docx, .jpg, .jpeg, .ods, .xlsx, .csv.

The maximum file size is 15 Mb (2 Mb kb).

2.1 Dividend Information

The Dividend Information tab shows detailed information about a dividend, including its date, description, type of account, and the total amount. Here you can edit and delete this dividend, or view the related voucher.

3.  Edit a Dividend 

To edit a dividend:

  1. Select My Money from the sidebar menu and then select Dividends from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to edit from the list in the Description column
  3. Select Edit from the Dividend Information tab.

4. Make your edits and then select Save to save your changes.

2.2.3 Delete a Dividend 

To delete a dividend:

  1. Select My Money from the sidebar menu and then select Dividends from the drop-down menu.
  2. Open the Dividends section and select the dividend you want to delete from the list in the Description column.
  3. Select Delete in the Dividend Information tab.

2.2 Dividend Payments

You can find the Dividend Payment form in each shareholder’s account in the Account field. It looks like a standard hAIbooks Payment Details form.

2.3 Notes

The notes feature allows you to write custom notes for this dividend. Write as many notes as you wish. 

2.4 Files

You can add files to a dividend. Either upload files from an external device or select one of the files you have already uploaded to hAIbooks.

You can upload files in these formats: .pdf, .xls, .txt, .png, .gif, .doc, .docx, .jpg, .jpeg, .ods, .xlsx, .csv.

The maximum file size is 15 Mb (2 Mb kb).

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