Admin Guide
Everything you need to manage your company's equity, cap table, and stakeholder data in Ledgy. From setting up your account to running complex equity scenarios.
Get Started: 5 Steps to Setup Success!
New Admin Homepage
Stakeholder Dashboard Tour (for Admins)
Adding stakeholders
How to Bulk Import Stakeholders
How to edit stakeholder data?
Stakeholder groups
Previewing what your stakeholders can see
How to anonymize stakeholders when you share your cap table?
Share information with a group of stakeholders
How to delete stakeholders
Custom fields for stakeholders
Tax Rules
How To Set Up And Share KPIs With Stakeholders
How to create and share updates with investors through Ledgy
How do I configure the Stakeholder dashboard settings?
Inviting a stakeholder
How to bulk edit information of existing stakeholders
How to create payroll annexes for employees
How to onboard employees to Ledgy
How to set up offboarding workflows
How to reconcile your data in Ledgy
How do I connect my HiBob account?
How do I connect my BambooHR account?
How do I connect my Personio account?
How do I connect my Humaans account?
How do I connect my Lucca account?
How do I connect my CharlieHR account?
How do I connect my SAP SuccessFactors account?
How do I connect my Darwinbox account?
How do I connect my Factorial account?
How do I connect my Workday account (via OAuth)?
How do I connect and sync my HRIS system with Ledgy?
Connecting, configuring and syncing your HR software
Mapping additional fields to your HR configuration
Transferring shares from one stakeholder to another
How to enter a financing round in Ledgy
How to add a payout for stakeholders?
How to bulk import transactions?
How to manage convertible loans in Ledgy?
How to convert share classes
How to record dividends in Ledgy
What transaction types can I add on Ledgy?
How do I issue shares?
How to decrease shares
How can I publish transactions?
How do you create a stock split?
How do I add valuations? How many valuation types does Ledgy support?
How do I record transactions in different currencies in Ledgy?
Custom fields for transactions
How to edit transactions
Transaction Audit Trails
How to add a beneficiary to a transaction
How to add a valuation
How to bulk edit transactions
How to add a capital increase
End-to-end exercise window and request workflow
How do I bulk import equity settlement and exercise transactions with signatures?
Financial Reporting: Create an IFRS 2 expensing report
Financial Reporting: ASC 718
Financial Reporting: Performance Conditions
UK Compliance: Companies House filings
UK Compliance: EMI Annual Return (EMI40)
UK Compliance: CSOP annual return
UK Compliance: Other annual return
Operational Reports
How do I track work locations and generate global mobility reports?
Financial Reporting: Cost Centre Movements
Financial Reporting: Locked Report History
Compliance Reports: Export EMI Notifications and Annual Returns
Reporting: Create Custom Reports
Grant letter templating and signing workflows using DocuSign
How to generate digital share certificates on Ledgy
How can I create & share Payroll Statements / Salary Annexe
Bulk importing grants and automatically generating grant letters for signature
Uploading, Sharing, and Attaching Documents
Ledgy's native signature workflow
How do I audit and verify my equity documentation using Ledgy's Document Auditor?
Equity plans: Pools vs Plans
Creating a pool
How to Configure Automated Granting
Increasing a pool's size
How to set up an Employee Benefit Trust (EBT) in Ledgy
Decreasing a pool's size
How to set up a STAK Foundation in Ledgy
How to exclude pools from the cap table?
Creating a pool from reserved shares of one or more stakeholders
Creating a plan
Adding Grant Presets to your Plans
The EMI scheme in the UK 🇬🇧
How do I create and manage performance-based vesting conditions?
Adding Document Templates to your Plans
How to add pools and plans
Customising your equity plans
How to add multiple plans to the same pool
How to setup any kind of vesting schedule in Ledgy
How to manage your billing and payments
How to grant support access, find your API key and delete your account
How to change your company details
How do stakeholder invitation emails work?
How do I change the base currency of my company?
Manage access with default and custom collaborator roles
Set up SCIM for automatic user provisioning
Set up Single Sign-On (SSO) for secure authentication
How to enable fractional shares