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How do I record a cancellation of securities in Equify?

A cancellation transaction may be required as part of a nominal value reduction. To do this:

① Click on +Add → Transaction, then select Cancellation.

 

② Enter the cancellation date, the context, and the security concerned.

 
 

③ Enter the account or accounts from which the securities are being cancelled, the quantity cancelled, and any comments (optional):

③ Add the documents related to the cancellation transaction (optional). 

If no document requires a signature, simply click Next at the signature step.

④ Choose whether or not to notify the people concerned by the transaction.

⑤ Create a new event / link to an existing event.