1. Add a Dividend

To add a new dividend:

  1. Select Accounting 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. On your Dividends page, select the dividend you wish to view.

  2. 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 Overview

The Dividend Overview 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. On your Dividends page, select the dividend page you wish to edit.

  2. Select Edit at the top right of the page.

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

2.1.2 View Dividend Voucher

To view a voucher:

  1. On your Dividends page, select the dividend you wish to view a voucher from.

  2. Select View Voucher from the top right of the page.

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 Export PDF.

2.2.3 Delete a Dividend

To delete a dividend:

  1. On your Dividends page, select the dividend you wish to delete.

  2. Select Delete at the top right of the page.

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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