Chapter 6. Shareholders and officeholders HandiRegister 2015
Highlight the record to merge into the main record and then click Merge.
Figure 44: The “Individual Merge” window
Highlight the reference code of the main record and then click
OK.
In the “Attention” window, click
Yes.
When asked to remove the record, click Yes.
Repeat this process until all duplicated records have been merged into the main record.
5. To exit from the “Individuals” window, click
Close.
Updates from the Clients database
HandiRegister 2015 can update the Individuals database if you make a change to a client’s address in the “Clients Detail” window.
When you add or edit a client in the “Clients Detail” window, you can indicate that the client is an officeholder or shareholder by clicking the HandiRegister Individual Ref field button and selecting the corresponding Individual database reference for that client.
If you leave the HandiRegister Individual Ref field blank for a client you can still have
HandiRegister prompt you if you make a change to the client’s address. To do this:
1. From the Options menu, click Clients to open the “Clients Options” window.
2. On the “Clients Options” window, select the
Prompt user to update HandiRegister when
updating a client’s address check box.
3. Click OK.
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© HandiSoft Software Pty Ltd
HandiRegister 2015 Updates from the Clients database
Changing an individual’s address
If you change an individual client’s address on the “Clients Detail” window from within any of your installed HandiSoft programs, and you have not selected a reference in the
HandiRegister
Individual Ref field, you will be asked if the client is an officeholder or shareholder in the
HandiRegister Individuals database.
Figure 45: The "HandiRegister Update Confirmation" window
1. If you want to update the Individuals database, click
Yes. The “Individuals” window will open for you to select the corresponding Individuals database reference.
Note: If you do not want to be prompted again, select the Don’t ask me again check box. If you ever want to re-enable the prompts, you must open the “Clients Options” window
(Options/Clients) and select the
Prompt user to update HandiRegister when updating a
client’s address check box.
2. On the “Update HandiRegister” window, under Available client addresses, select the new address to be submitted to ASIC.
Figure 46: The "Update HandiRegister" window
3. Click OK.
HandiRegister 2015 will create an ASIC form and prompt you to select the status.
© HandiSoft Software Pty Ltd
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Chapter 6. Shareholders and officeholders HandiRegister 2015
4. If you intend electronically lodging the form with ASIC , under
ASIC Form, select Create
ASIC Form, otherwise, select Form NOT Required.
Changing a company address
If you change a company’s address on the “Clients Detail” window from within any of your installed HandiSoft programs, The “Update HandiRegister” (Company address) window will open for you to update the Registered Office address and Principal Place of Business address for that company.
Figure 47: The “Update HandiRegister" (Company address) database
1. Under Client Addresses, select the new addresses.
2. In the
Effective date fields, type or select the date that the change of address takes effect.
3. Click
OK.
HandiRegister 2015 will create an ASIC form and prompt you to select the status.
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4. If you intend electronically lodging the form with ASIC , under
ASIC Form, select Create
ASIC Form, otherwise, select Form NOT Required.
© HandiSoft Software Pty Ltd
