A video showing how one screen drives the whole process in 2 steps.
The transactions are where you do your daily company secretarial routines and all the changes that you need to perform for all companies that you have on your system. It is important to note that before you can do a change on any company it must be opened as a secretarial client and the various formations like who the existing directors and shareholders are.
This section deals with all the various types of transactions which are listed below. These are the company secretarial jobs that have to be processed on a daily basis as transactions occur. Behind each type of transaction is the legal basis for performing the transaction. Some of which is based on current company law and some of which is based on standard company secretarial practice.
The SKY Sec transactions work on the basis that when you wish to create a new record, you click on the new button. You then enter all the details of the transaction and then you click on the green tick to save or the red X to abort. If you wish to edit a transaction click on the edit icon, make your changes and then click on save. We make use of various status words to track and control the work that you do on a particular transactions, like client signature, CIPC etc. When you mark the status as Finalised then this makes the transaction final.
Date of Change
There are a number of date entries when it comes to doing a transaction. The date of change is in effect the date that we actually generate the transaction, i.e. the date that the company records are changed. You will also notice that there is the date registered. This date will be when the transaction is finalized and when you get the paperwork back from the CIPC. You will note that where you appoint directors and officers there is also a place to put in the date of appointment and the resignation dates, and these are the dates that print on the various forms.
Under the meeting tab we have some very important dates, these are:- Notice given and the date of the meeting, and these are the dates that will print out on the notice and resolutions and attendance registers.
