Share Register
The whole register, at a glance — every certificate in the society, for any year, ready to print or export.
Every certificate in one place
Where each member's record shows their own shares, the Share Register shows them all — an organisation-wide view of every certificate, in one screen. It answers the questions a committee or auditor asks: who holds shares right now, how much new investment came in this year, and how much was withdrawn.
Three views
The register as it stands at the period end — every certificate still held. The view you want for "who are our shareholders today".
New shares issued during the period, whatever their status now. The view for "how much new investment came in this year".
Shares that left during the period, by withdrawal date. The view for "how much did members redeem this year".
Built around your society year
Set your society year once — calendar year, or any start month and day — and step back and forward through the years with a click. Every view re-reads for the period you're looking at, so a year-on-year comparison is two button presses, not a spreadsheet exercise.
Group, sort, and filter
Group the register by member to read each holder as a block, or see a flat list. Sort by date or by certificate number — which sort naturally, so "2" comes before "10". In a society with more than one class of share, filter the whole register down to a single class. Suspended holdings are listed separately, on the register but excluded from dividends, so they're never confused with live shares.
Print or export
Turn any view into a file that captures exactly what's on screen — the chosen view, period, grouping, sort, and filter.
A clean, branded A4 document headed with your society's name, the view, and the period, with totals at the foot — ready to file, print, or email.
A spreadsheet you can sort, filter, and pivot yourself, with a status column and the member's name on every row. Choose where to save it; it opens once saved.