Shareholders · Guide 187 of 624

Add a shareholder

Create a shareholder record in RockifyERP for each owner of your company.

How to do it in RockifyERP

  1. Search for Shareholder and click + Add.
  2. Enter the name, company and contact details.
  3. Save. Share holdings are added through share transfers.

Tip: Use the shareholder’s legal name exactly as on the share certificate.

Related RockifyERP guides

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