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Shareholders
Where available, link an existing contact as shareholder; Boekhouden immediately prepares the current-account relationship.
Where Shareholders is available for an administration, it uses an existing contact. The shareholder link records the interest and active period; an ordinary contact relationship with the same name is informational only.
Step by step
- 1First create or review the contact representing the shareholder.
- 2Open Shareholders and select this contact. Record the interest and relevant effective details.
- 3For a new shareholder, Boekhouden prepares separate current-account receivable and payable accounts in the administration currency. This does not post an entry; existing shareholders are not reconfigured.
- 4Check that percentages and periods agree with your underlying documents.
- 5Deactivate the link when it ends. Post and settle any existing balance according to the actual situation; deactivation does not remove it.
What is on the screen?
- Existing contact
- Interest and period
- Financial ledger account
- Active status
What happens next?
Only an active and fully configured shareholder link can be used for new financial involvement. The contact, postings and existing balances remain retained after deactivation.
Continue reading
Link contacts
Record a recognisable relationship between two contacts in the same administration.
Read guidance →Current account
Record a payment or receipt through a contact acting for or on behalf of the administration.
Read guidance →Linked administrations
Record a deliberate relationship between two administrations and their representing contacts.
Read guidance →