Query
When preparing Member Reports/Statements or company changes, I receive the following error:
No Members On This Date.
Solution
Documents, which involve company members, are required to be dated after the member originally acquired the shares.
From the Main Toolbar, go to Company. |
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Select the Company from the list. |
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Select Shareholders |
- Beside the shareholder, click .
- Select Edit.
- Review the Transaction Date. IMPORTANT: Also ensure that the meeting status is set to 'Attendee'.
- Edit the Transaction Date and click .
If you have recently done a data download from ASIC, you will need to review and update all member transaction dates.