Precision and flexibility take centre stage in our latest update. This week, we have focused on empowering our users with more granular control over historical data and shareholding workflows. By introducing "Take-on" capabilities and bulk actions, Konsise continues to simplify the complexities of entity management while ensuring your tax filing board remains a source of truth.
Entity Management: Flexibility for Complex Portfolios
We recognise that not every entity comes with a perfect digital history. Our latest features are designed to bridge the gap between legacy paper trails and modern digital management.
New "Take-on" Share Certificates
To support entities that are acquired or inherited without detailed historical share data, we have introduced Take-on Share Certificates. This feature allows you to capture essential share information at the point of acquisition without needing to reconstruct every past transaction. This ensures that all future allotments and transfers flow correctly, maintaining the integrity of your registers.
Comprehensive Dividend Management
Our dividend functionality has evolved into a full-cycle management tool. You can now:
- Capture transactions: Track all dividend payments within the platform.
- Generate Resolutions: Instantly produce a board resolution for dividend declarations in PDF format.
- Reporting: Generate a comprehensive PDF record of all dividend transactions for audit and reporting purposes.
Enhanced Share Actions & Efficiency
We have introduced Bulk Share Actions to significantly reduce manual data entry. You can now select multiple share certificates to perform actions such as transfers or printing share certificates simultaneously. When performing bulk transfers, the system will pre-populate transaction details with the selected certificate information, streamlining the process for large-scale corporate restructures.
User-Driven Improvements
- Editable Data: For many-to-many share transfers, users can now manually edit Transaction Numbers and Total Consideration values to align with specific internal.
- Certificate Number Control: You can now edit certificate numbers for any allotment or transfer. To maintain data integrity, the system includes a safeguard to prevent duplicate numbers.
- Corporate Secretary Support: Beyond individual appointments, you can now add a Company as a Company Secretary.
Tax Management: Workflow Reliability
Filing Board Automation
Following reports to our support desk, we have resolved an issue where cards were not consistently moving between the "Upcoming" and "Current" swim lanes. The logic is now fully restored. Cards will automatically migrate to the Current lane exactly 30 days before a deadline, ensuring your team has the necessary visibility to prioritise upcoming filings.
Data Validation
We have resolved specific issues regarding CIPC data validation to ensure seamless integration and search results.
All of these updates are live and designed to give you more control over how you manage and report on your entities.
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