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

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

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