Introduction
Payout transactions, for example dividends, can be created in Ledgy. The below article outlines the steps on how to add this transaction and reflect this in your cap table.
How to create a payout transaction?
Go to Ownership > Transactions > Add transaction > Payout.
Add the following required information in the Payout modal:
Stakeholder: The person who receives the cash payout.
Date: When the stakeholder receives the payout.
Total payout: The amount that the stakeholder will receive.
Currency: The payout currency.
The following fields are optional:
Stakeholder beneficiary: A beneficiary is an economic beneficiary behind a legal entity. If beneficiaries are set, you can view the cap table regarding legal or economic distribution. This can also be used in Ledgy to manage pooled investments.
Documents: You can upload a document and link it to the convertible loan.
Custom fields: Any custom transaction fields you add via Company Settings > Data Management will appear here
Internal note: Add additional messages or notes you want to add related to the transaction.
Clicking on the Create button will create a payout transaction in draft. Click Publish to publish the changes and make this transaction viewable by the stakeholder via the employee dashboard.
The payout amount should appear under the Cashflow column in the cap table for the selected stakeholder
