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Mitratech Success Center

Adding an Equity Record

Within the Securities tab in Secretariat, records can be created under each primary category, such as equity classes and the kind of debt security. When adding an equity class, basic information concerning the class can be entered, as well as authorized number of shares, and records for each transaction.

To Add a New Equity Record:

  1. Open the Entities module and add a new entity or edit an entity record.
  2. In the Entities Edit Mode, click the Securities tab.
  3. Click the New button and select Equity.
    To add an equity record under Common Stock, click New to the right of the Common Stock record.
  4. On the Securities (Equity) page, enter information as needed.
  5. Click Save.

Click the link on the Securities tab to enter additional information concerning the equity.

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