Manual method. Sage 2015

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Chapter 3. Creating new companies HandiRegister 2015

Delete the download

1. From the Company menu, click Select Company.

2. Locate the required company, and then click Select.

3. Click Delete the Download.

4. Click OK.

Manual method

Instead of establishing a company by downloading company information from ASIC, you can manually type company information into HandiRegister 2015. It is preferable to use the download method because it is quicker, and you can be certain that your company data coincides with that held by ASIC.

To manually enter company information:

1. From the

Company menu, click Add New Company. The "Add a New Company" window will open.

2. Under Method to add company details, click Manually Enter Company Details.

3. In the

Ref box, press client.

. Locate the company in the Client database, and then

Select the

Tip: If the company does not exist in the client database, click New and create the client.

4. HandiRegister 2015 automatically completes the company's ACN and name. If necessary, you may manually type this information.

5. Click Company to enter general information about the company.

6. Click Officeholders to enter information on the company officeholders.

7. Click Capital to enter information on issued capital.

8. Click

Shareholders to enter share-holding information.

9. Click

Close to exit the "Add a New Company" window.

Completing the general information

You will record the company's general details, such as details of the registered office, principal place of business and type of company, in the “Company's Detail” window.

© HandiSoft Software Pty Ltd

HandiRegister 2015 Manual method

Figure 15: The "Company's Detail" window

For detailed information on the fields in the “Company's Detail” window, press F1 when the window is open.

Creating officeholders

You will create office holders and appoint a signatory in the “Positions Held” window. To appoint an officeholder:

1. From the "Positions Held" window, click Appoint.

2. Complete the “Appoint Office Holder” window and then click Save.

3. Repeat steps 1 and 2 to create additional officeholders.

4. Establish one of the officeholders as signatory:

Highlight the signatory and then click Signatory. Complete the “Nominate as Signatory” window and then click Save.

5. After you have created all the officeholders, click Close.

Note: For information on the fields in the above windows, press F1 to display the online help.

Tip: You must assign a signing officer to a company; otherwise Error 001A will result.

Creating classes of capital

To create a class of issued capital:

1. From the “Issued Capital” window, click

New.

2. Complete the “Issued Capital” window and then click

Close.

Note: If shares have already been issued for the new class, you must click Issue in the

"Issued Capital" window and record details of the shares issued.

3. Repeat the above steps to add additional classes of issued capital.

4. When you have created all classes of capital, click Close.

Note: For information on the fields in the above window, press F1 to display the online help.

Chapter 3. Creating new companies HandiRegister 2015

Creating shareholders

To create shareholders:

1. On the "Share Holding" window, click New.

2. Complete the “Joint Shareholders” window, click Save, and then click Close.

3. To attach shares to the shareholder or joint shareholders, in the “Shareholders” window, highlight the required shareholding and then click Select.

4. In the "Share Holdings" window click Acquire, record details of the shares held and then click Save.

Caution: The Paid field requires the amount paid per share, and not all shares.

5. Repeat the above steps to create an additional shareholder or joint shareholders.

Note: For information on the fields in the above windows, press F1 to display the online help.