Officio for Company Secretaries

Profile 7

• How to View Existing Users?
• How to Create/Add New User?
• How to Edit User Profile?
• How to Change User Password?
• How to Edit Company Information?

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Subscription 3

• How to Subscribe to Officio?
• How to Cancel Subscription in Officio?
• How to Top Up Credit?

People 4

• How to Add People?
• How to Add Body Corporate?
• How to Add NRIC/Passport Copy to People?
• Dashboard to display Expired Passport Individual

General 15

• Overview
• How to Create a New Entity?
• How to Delete an Entity?
• How to Import Many Entities?
• How to Add New Entity (pending for Incorporation)?

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MBRS Submission 2

• How to Generate XBRL Instance Document for Annual Return?
• How to Generate Annual Return Form?

Beneficial Ownership 2

• Overview
• How to Create New Record for Beneficial Ownership?

Shares 8

• How to Add Member/Shareholder?
• How to Delete/Remove Shareholder?
• How to Add New Share Class?
• How to Delete/Remove Share Class?
• How to Allot New Shares?

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Principal 8

• How to Add Director?
• How to Add Manager?
• How to Add Secretary?
• How to Edit Information About Director?
• How to Edit Information About Manager?

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Task 4

• How to Add New Task?
• What to Do If You Get Task Assigned to You?
• How to Use Commenting at Task?
• How to Use Search function in Task?

Meeting 0

Charge 2

• Overview of Charge
• How to Add Charge?

Document 0

Minute Book 0

Invoices 5

• How to Create Invoice?
• How to Create Price List?
• How to Record Payment of Invoice?
• How to Add Terms & Condition of Invoice?
• How to Send Invoice to Customer?

Register Book 2

• How to Print the Register Book?
• How to Send Register Book?

Agent 4

• What is Agent?
• How to Add Audit Firm?
• How to Add Tax Agent?
• How to Add Bank information?

Resolution Template Maker 2

• Overview
• How to Create Content?

Letter Template Maker 1

• Overview

Director Resolution 12

• First Board of Director Resolution After Incorporation
• Director Appointment
• Secretary Appointment
• Secretary Removal
• Director's Circular Resolution for Share Allotment

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Member Resolution 1

• Member's Resolution for Share Allotment

Forms 9

• Overview
• Section 28 - Change of Company Name
• Section 36 - Notification of Alteration or Amendment to Constitution
• Section 58 - Notification of Change in the Register of Directors, Managers and Secretaries
• Section 105 - Shares Transfer Form

View all 9

Letters 4

• Overview
• How to Create Maybank Account Opening Letter?
• How to Create Maybank Account Opening Declaration Statement?
• Director Resignation Letter

Invoice 5

• Overview
• Price List
• How to Create Invoice?
• How to Record Payment at Invoice?
• How to create Company Incorporation Online Form?

Reports 4

• Entities Grouped by Auditor
• Entities Grouped by Financial Year End
• Entities Grouped by Annual Return Deadline
• Entities Group By Next Financial Statement Deadline

Integration with Securepay 1

• Integration with Securepay