Edit or delete an executed shares transaction

1. Reopen the last transaction: if you want to make an correction in the last transaction you have executed, you can reopen this last transaction to make the necessary changes. For example, if you have selected the wrong transferee or added the wrong date of the share transaction.
2. Export the entire register to Excel and import the modified export file: when you need to correct historical information in the share register. For example, if you want to amend the date of a transaction that took place several transactions ago, or if you’ve identified an incorrect transferee in a previous transaction (not the last). 
3. Restore a previous version of the share register: If you want to restore a previous version of the share register, all transactions recorded after the selected version will be removed. 
4. Delete the entire register: it is also possible to delete the entire share register and restart with the creation of the share register.

1. Reopen the last transaction

You have the ability to correct information and reopen that last transaction. This option is only available exclusively for the most recent transaction you have executed.

This is particularly useful if you need to correct an error. For example, if you realize you have entered the wrong execution date, mistakenly included the wrong shareholder or left the paid-up amount incomplete.

Below you can find a step by step guide on how to reopen the last transaction.

For detailed instructions, click 'Start tutorial' below.

2. Export the register to Excel and import the modified export file

When you to change historical information in the register, you have the option to make and export of the register to Excel and make the necessary changes in the Excel sheet. Below you can find a step by step guide on how to do this:

1. Make an export of the share register to Excel and include transaction history. Click 'here' to find out how to make this export.
2. Open the excel sheet and go to the tab 'Transactions'.
3. Make the necessary changes in the tab 'Transactions'. Make sure to check the following after making the necessary changes:
   1. Ensure all transactions are listed in chronological order, with the oldest transaction at the top and the most recent transaction at the bottom. Insert a blank line between each transaction.
   2. Do not make any changes to the last columns 'Sequence number'.
   3. After making changes, carefully review whether these updates impact subsequent transactions in the register. If any later transactions are affected, ensure you update them accordingly.
4. Save the adapted Excel sheet in Corporify (in the document room of the entity) and copy the URL of the location of the document. 
5. Reach out to support@corporify.com with the URL to update the share register.

3. Restore a previous version of the share register

You have the option to restore a previous version of the share register. For example if you want to go back to the state of the share register on a specific date. Because you want to add the following transaction manually or for example if you have added several transactions by errorly to this share register.

Below you can find a step by step guide on how to restore a previous version of the (share) register.

For detailed instructions, click 'Start tutorial' below.

4. Delete the entire register

If needed, you have the option to delete an entire share register. This action will permanently remove all related transactions and data. We recommend exporting the share register to PDF or Excel to retain documentation for your records.

Below you can find a step by step guide on how to delete an share register.

For detailed instructions, click 'Start tutorial' below.