Equity Management
A quick guide to the Equity Management module. Use this page to find input forms, reports, and special work pages for this module.
Forms
3 menus
Reports
3 menus
Special Pages
2 menus
How to Use This Module
- Start from master data before entering transactions, such as related parties, products, accounts, divisions, departments, or module settings.
- Use transaction forms to record daily activity according to the company workflow.
- Use reports to review input results, balances, stock, transaction values, and audit needs.
- Some menus only appear when the feature package and user access rights are enabled.
Menu List
| Menu Location | Name | Route | Type |
|---|---|---|---|
| Equity Management / Dashboard | Dashboard | /dashboardequity |
Page |
| Equity Management / Sell Stock | Sell Stock | /stocksell |
Page |
| Equity Management / Dividend Calculation | Dividend Calculation | /form/equitydividendcalc |
Form |
| Equity Management / Dividend Withdrawal | Dividend Withdrawal | /form/equitydividendwithdrawal |
Form |
| Equity Management / Reports / Stock Valuation | Stock Valuation | /report/stockvaluation |
Report |
| Equity Management / Reports / Stock Histories | Stock Histories | /report/stockhistories |
Report |
| Equity Management / Reports / Stockholders | Stockholders | /report/stockholders |
Report |
| Equity Management / Equity Settings | Equity Settings | /form/equitysettings |
Form |