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Adding a Debt 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 a debt, basic information concerning the entity’s debt can be entered, as well as note transactions and payment information.

To Add a New Debt 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 Debt.
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  4. On the Securities (Debt) page, enter information as needed.
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  5. Click Save.

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

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