Overview
A Register which displays company shareholders (past or present).
Instructions
From the Main Toolbar, navigate to Reports |
Select Register of Members.
CAS 360 will display the Report Filters screen.
Report Filters | Explanation |
---|---|
Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen. |
Report Date | Set a Date to be displayed on the report. |
Label | Set a Company Label as a filter when preparing the Report. |
Register Specific Options |
Select beside each option to determine the information displayed in the report. |
Number of decimal places for $ amounts | Select how many decimal places will show for amounts. |
Register Name Order | Select the Members Register to be in First Name, Surname or Surname, First Name order. |
Download Options |
Select to display each company on its own separate PDF. Select to display register of all selected companies in a single PDF. |
Select one or multiple companies, and click