Officio for Company Secretaries

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?

Charge 2

• Overview of Charge
• How to Add Charge?

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?