Incorporating Secondary Transaction

How to add a secondary transaction – Step-by-Step instructions

To record a secondary transaction (when shares are transferred between parties):

1. Open the shareholder card and click Add New Transaction.
    
2. Select Secondary as the transaction type.
    
3. Choose if the shareholder is the Buyer or Seller.
    
4. Enter the transaction date.
    
5. Fill in the other party’s details: name, email, relationship, and type (Person / Legal Entity).
    
6. Select the asset sold and bought, number of shares, and price per share.
    
7. Click Add to save.
    

You can assign different share classes for the asset sold vs. the asset bought — for example, when shares are converted or exchanged.