Add a subscription transaction

To set up the details of a subscription transaction : +Add → Transaction → Subscription
 

1️⃣ Indicate date, security and pool (if transaction linked to a pool)

2️⃣ Enter specific details for each account, indicating :

• The account(s) concerned by the subscription
• Quantity of shares subscribed by each account
• The unit subscription price or total subscription price (the application will calculate the corresponding value)

3️⃣ Add subscription-related documents (subscription forms, etc.)

 

4️⃣ Sign document(s) from within the application (optional)

If no signature tags are detected in the documents, simply skip to the next step.

5️⃣ Whether or not to notify the people involved in the operation

 🧠 How do notifications work when a new transaction is registered ?

6️⃣ Create a new event or link the operation to an existing event