Shareholder
Overview
Shareholder – Business Overview
Shareholder is used to maintain a clear and official record of individuals or entities that own shares in your organization. It supports transparent ownership tracking, compliance with corporate governance requirements, and accurate financial reporting related to equity.
What Shareholder Is Used For
The Shareholder document is the central register of ownership in the business. It records who holds shares, in what capacity, and how they are recognized within the company’s ownership structure. This information is critical for:
- Managing company equity and ownership distribution
- Supporting dividend declarations and payments
- Meeting legal, audit, and regulatory requirements
- Providing clarity during mergers, acquisitions, or restructuring
In simple terms, Shareholder answers the business question: Who owns the company, and in what proportion?
Prerequisites and Setup Requirements
Before creating Shareholder records, the business should ensure:
- The company’s legal structure is defined and approved
- Share capital and share classes (if applicable) are already established
- Required legal or compliance checks for shareholders are completed
- Policies around ownership, voting rights, and dividends are clearly documented
Having this groundwork ensures the Shareholder register remains accurate and compliant.
Typical Workflow and Business Fit
Shareholder identification
A person or organization is approved as an owner of shares.Shareholder record creation
A Shareholder record is created to formally recognize ownership.Ongoing ownership management
The record is referenced whenever shares are issued, transferred, or reviewed.Financial and governance use
The Shareholder information supports dividend distribution, voting decisions, and reporting.
Within business operations, Shareholder works as a foundational reference that other ownership-related activities rely on.
Key Business Scenarios Where Shareholder Is Essential
- Company incorporation or capitalization – Recording founding owners
- Issuing new shares – Assigning ownership to new or existing shareholders
- Dividend distribution – Identifying who is entitled to receive payouts
- Audits and compliance reviews – Demonstrating clear ownership records
- Mergers, acquisitions, or exits – Validating ownership during due diligence
In all these scenarios, the accuracy of Shareholder records directly impacts trust, compliance, and financial integrity.
Important Considerations for Users
- Accuracy is critical: Errors in shareholder details can lead to legal and financial disputes.
- Keep records up to date: Ownership changes should be reflected promptly.
- Confidentiality matters: Shareholder information is sensitive and should be handled responsibly.
- Consistency with legal documents: The Shareholder register should always match official agreements and filings.
Used correctly, Shareholder provides a reliable and authoritative view of company ownership, supporting confident decision-making and strong corporate governance.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | Display name of the shareholder record. |
| naming_series | naming_series | Select | ACC-SH-.YYYY.- | Automatic numbering pattern for shareholder records. | |
| folio_no | Folio no. | Data | - | Official folio number identifying the shareholder. | |
| company | Company | Link | ✓ | Company | Company within Dafater associated with this shareholder. |
| is_company | Is Company | Check | - | Indicates whether the shareholder is a registered company. | |
| address_html | Address HTML | HTML | - | Formatted address details displayed for the shareholder. | |
| contact_html | Contact HTML | HTML | - | Formatted contact details displayed for the shareholder. | |
| share_balance | Share Balance | Table | Share Balance | Table showing current share holdings and balances. | |
| contact_list | Contact List | Code | - | Technical field storing linked contact data. |
Child Tables
Share Balance (Share Balance)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| share_type | Share Type | Link | ✓ | Share Type | Linked share category defined in Dafater. |
| from_no | From No | Int | ✓ | - | Starting share certificate number range in Dafater. |
| rate | Rate | Int | ✓ | - | Face value or rate per share in Dafater. |
| noofshares | No of Shares | Int | ✓ | - | Total number of shares covered in Dafater. |
| to_no | To No | Int | ✓ | - | Ending share certificate number range in Dafater. |
| amount | Amount | Int | ✓ | - | Total calculated share amount in Dafater. |
| is_company | Is Company | Check | - | Indicates if shareholder is a company in Dafater. | |
| current_state | Current State | Select | , Issued, Purchased | Current ownership status of shares in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Share Transfer | Linked from | Accounts |
| Company | Links to | Setup |