Amending share types

Hi, I was wondering if there is a way to view/edit all of the share types created in CAS360. Currently you can only add a new share type when entering new share allotments/transactions but cannot edit them. I’ve accidentally created a new share type with the wrong amount/details & instead of clogging up the list of different types by adding a new one with the correct details I want to just amend the only already created.

thanks,

2 Likes

Great question. Please advise when we can do this.
Thank you

I’m with you on that question. It took me about an hour the first time I wanted a different type of share to work out I just had to backspace and start typing a new one in, but I agree I want to see a list.

2 Likes

I agree exactly it took me about an hour to work that out also. I really dislike this programs handling of shares and the reports available also. You cannot accurately see exactly how much someone has paid for shares eother.

@MelissaI @rhonkenn @Robyn333

Thanks for your post.

As you mentioned the only way at the moment to see the share type is when creating a shareholder transaction.

Your feature request has been added to our wishlist: To be able to view and edit the share type directly in CAS 360…

Currently, if you need to make any changes or require a report of your Share Types, please reach out to our support team who will be able to assist you.

Thanks

Anthony