How do I enter a sale or transfer transaction ?

When a shareholder sells or transfers all or part of his shares to another shareholder, a transaction must be recorded on Equify.

1️⃣ Check that all accounts involved in the transaction have been created (especially the buyer)

2️⃣ Create a Sale / Transfer transaction :

Click on Add → Transaction, and select Transfer :

3️⃣ Set up your transaction

Select Transfer or Sale, enter the date and the security involved in the transaction :

Fill in sales information :

4️⃣ Link a document to the transaction (movement order, Cerfa, etc.)

5️⃣ Have the document signed from the application (optional)

6️⃣ Create an event related to the Transfer / Sale transaction

You're done ! ✨