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.



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.


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.