The combined register for a company comprises a single screen with a series of Tabs along the top.

To print reports for multiple members, directors etc. click on the Forms/Reports menu and select the required report from the drop-down menu.

If the company name is longer than will fit in the Company Name field then enter an abbreviated name that will be used on non-official reports etc. and, in addition, click on the Long Name button to the right of the abbreviated name.  This will pop-up a text box in which you may enter the full, unabbreviated company name which will appear on official forms, share certificates etc.

Regardless of which tab is selected, a series of buttons will be shown on the left hand side of the window which provide additional functions:

View, create and amend Minutes by clicking on the Minutes button

Set or change the company password by clicking on the Change Password button.

View the Events Log and make new entries by clicking on the Events Log button

View or edit Trade Classifications (SIC 92 Codes) by clicking on the Trade Classification button

Enter detail of location of registers by clicking the Location of Registers button.

Enter details of which elective resolutions are in force by clicking the Elective Resolutions button.

Minutes

Dividends

Trade Classifications

Location of Registers

Elective Resolutions

Change Company Password

Report/Events Log

To select a tab, simply click on the tab itself.

COMPANY INFO.

The company information tab shows general details about the company.  You must enter a presenter for the company.

Check the Hide box to indicate that the company is not currently being dealt with.  The company name, by default, will then not appear on the list of company names.  Full details will however be retained.

Check the Dormant box to indicate that the company is dormant.

Select a presenter by clicking on the arrow to the right of the "Presenter" box and choosing from the list of available presenters. NB. Presenters must first have been set up by selecting Presenters Details from the File menu.

If (as is quite usual) the registered office of the company is at the presenter's address, you may tick the Registered Office at Presenter check box in order to automatically insert the presenter's address as the company's registered office.  Additionally, you will be able to print (for the purposes of displaying at your office) a list of companies in alphabetical order whose registered offices are at their presenter.

DIRECTORS/SECRETARIES

The directors/secretary tab shows a list of Directors and Secretaries in alphabetical order.

If the Include all check box is ticked, all directors and secretaries will be shown regardless of dates of appointment or leaving.  If the Include all check box is not checked, the list will only show those directors and secretary that are current officers by reference to the as at date

.

Any director or secretary on the list who is NOT a current officer by reference to the As at date will be shown as a red entry.

In order to view, amend or delete details of an existing director/secretary, including details of Other Directorships and Interests in Shares, simply select the director/secretary from the list (in the same way as selecting a company from the opening screen).

Creating, Amending and Deleting Entries

Director/Secretary Entry

SHARE TYPES

The share types tab shows a list of authorised share types for the company.

In order to view, amend or delete details of an existing share type, simply select the entry from the list (in the same way as selecting a company from the opening screen).

Creating, Amending and Deleting Entries

Share Type Entry

MEMBERS

The members tab shows a list of Members in alphabetical order.

If the Include all check box is ticked, all members will be shown regardless of dates of becoming or ceasing to be a member.

Any member on the list who is NOT a current member by reference to the as at date will be shown as a red entry.

Creating, Amending and Deleting Entries

Member Entry

SHARE CERTIFICATES

The Share Certificates Tab shows a log of share certificates produced by the software. If, when the certificate was produced, you elected to save a copy of the certificate PDF file, then the certificate PDF can also be retrieved via the Certificate Log. NB. This feature was only added in build 10 of the software and therefore share certificates produced in earlier versions will not be in the log.

MORTGAGES

The mortgages tab shows a list of mortgages and charges in date order.

In order to view, amend or delete details of an existing entry,simply select the entry from the list (in the same way as selecting a company from the opening screen).

Creating, Amending and Deleting Entries

Mortgage and Charge Entry

DEBENTURES

This tab shows a list of debentures in date order.

In order to view or amend details of an existing entry,simply select the entry from the list (in the same way as selecting a company from the opening screen).

Creating, Amending and Deleting Entries

Debenture Entry