Owners & shareholders
Add owners, track invested capital, and record capital in / capital out — for shop owners and accountants.
What is this page?
Owners and shareholders are the business owners — not daily customers. Their capital, capital in, and capital out movements affect equity and year-end profit sharing.
Page title: Owners and shareholders (/parties/owners-and-shareholders).
Why you use this page
- Record each owner’s share and contact details.
- Record capital in or capital out (Add Transaction).
- Link to Opening Balance and Year-end processes.
What you see on the screen
What you will see on the screen
- Owners and shareholders — page heading.
- Manage columns — show/hide columns (note: lowercase “columns” on this screen).
- Filter — search owners.
- New owner — add button when permitted.
- Table — invested amount and status; row actions for edit, Add Transaction, view transactions, delete.
Step-by-step: add an owner
Open the page
Parties → Owners and shareholders (or route from sidebar).
Click New owner
Top right button.
Fill profile
Name, phone, email, owner type, share % if your form has it.
Bank Details tab
Add bank info if owners receive profit by transfer.
Save
Wait for success message.
Step-by-step: Add Transaction (capital in / out)
Find the owner
Use Filter or scroll the table.
Open Add Transaction
Row actions → Add Transaction (owners only, not shareholders).
Choose Capital in or Capital out
Enter amount, date, and notes; proceed to denomination (cash/bank).
Confirm
Check ledger and Daily Register after posting.
What happens after save?
- Owner list shows updated invested amount.
- Accounting entries post to Owner's Capital and cash/bank.
- Year-end profit distribution can use owner list (Year-end).
Tips
| Tip | Why |
|---|---|
| Set up owners before opening balance | Opening equity needs parties |
| Match bank transfer to capital in date | Cleaner audit |
| Do not use customer record for owner | Wrong reports |
If something goes wrong
| Problem | What to do |
|---|---|
| Cannot add owner | Permission or plan limit |
| Wrong invested amount | Edit with admin; check capital transaction history |
| Year-end missing owner | Add owner before running year-end |