Timeline & Transactions
Create and manage your transactions and events. Learn how to record even your most complex movements
Corporate Actions
Transactions - Equity awards
- How to register a vesting acceleration ?
- How do I record an employee's departure on Equify?
- How do you validate the achievement of a target for an account with a milestones vesting ?
- How to enter an exercise transaction ?
- How to register a vesting suspension?
- How do you transcribe an allocation of securities on Equify ?
Operations management
- How to search for a transaction in your transaction ledger ?
- Transactions management
- How to add a transaction ?
- How to set up the details of a transaction ?
- How do I export the Transaction ledger ?
- How to edit or delete a transaction ?
- How do notifications work when a new transaction is registered ?