Shareholders

Accessing the Shareholders Page

Navigate to the Contractors section and under the Suppliers Types Section click the “Shareholders” Button. 

Overview

This interface provides a detailed list of shareholders with their essential information, making it easier to view, filter, and analyze shareholder details. Users can also export reports, view deleted shareholders, and sort by recently added entries.

Key Interface Elements

List Overview

• ID: Unique identifier for each shareholder.

• Company: Name of the company associated with the shareholder.

• Company Reg. Name: Official registered name of the company.

• Status: Current status of the shareholder.

• Compliance: Additional compliance-related notes.

• P.M.: Broker code.

• Credit, D: Number of credit days.

• Credit, A: Total credit amount.

• Cur: Default currency.

• Office: Office related to the shareholder.

• CODE: Accounting code.

• Country: Country where the shareholder is located.

• City: City of the shareholder’s location.

• E-mail: Shareholder’s contact email.

• Phone: Shareholder’s contact phone number.

• Created: Date of creation for the shareholder’s record.

• External ID: SLX ID.

• Payment Method: Preferred payment method.

Managing Shareholders

Creation and Deletion

• Create Shareholder: Use the Create button.

• Delete Shareholder: Use the Delete button.

Sorting and Filtering

• Filters Button: Enables filtering by various fields:

  • Selectors: Status, Office, Types, By Company/Category, Country, State, Services, Categories, Types.

  • Check Options:

    • Deleted: View deleted shareholders.

    • New on Top: Display newly added shareholders at the top.

• Alphabetical Filter: Filter by the first letter of the shareholder’s name.