Ledgy

Ledgy has partnered with Aranca to provide you with valuation reports that meet the highest standards of review

How do I get a valuation report?

Support Team

Javier Moisés Quirós

Product Team

Understand financial, compliance, and operational reporting on Ledgy

Reports

This tutorial demonstrates how to configure your Ledgy account to create EMI  reports, including EMI1 notifications and EMI40 annual returns.

Compliance Reports: Export EMI Notifications and Annual Returns

Learn how to generate and submit the HMRC "Other" annual return for unapproved equity schemes using Ledgy's automated compliance reporting.

UK Compliance: Other annual return

Learn how to generate and submit the HMRC CSOP annual return using Ledgy's automated compliance reporting.

UK Compliance: CSOP annual return

Make tax season a breeze by generating your annual return in seconds

UK Compliance: EMI Annual Return (EMI40)

Create a draft document for supported reports for Companies House filings within UK Compliance report section

UK Compliance: Companies House filings

Compliance 

Create custom grid views to organise your cap table, equity plans, and stakeholder data with filters, grouping, and column configuration.

How do I create and customise grid views?

Learn how to export equity data from grids in Excel, CSV, or PDF format, including options for grouped, expanded, and summary views.

How do I export data from grids?

Track all changes to transactions, stakeholders, and company data with Ledgy's Audit Logs report for compliance and accountability.

How do I view and use the Audit Logs report?

Customise Ledgy reports by modifying pre-built templates or building from scratch, adding custom fields as needed, then save your views for easy access and download.

Reporting: Create Custom Reports

Explore our library of common operational reports and create your own

Operational Reports

Track where stakeholders work during vesting periods and generate reports showing tax obligations across multiple countries for each grant.

How do I track work locations and generate global mobility reports?

Frances Agoncillo

Operational

Lock financial reports to ensure fixed historical numbers

Financial Reporting: Locked Report History

Account for stakeholder movements in your expense report

Financial Reporting: Cost Centre Movements

Set performance expectations to use in expense calculations

Financial Reporting: Performance Conditions

Calculate auditable share-based payment expenses according to US GAAP

Financial Reporting: ASC 718

Calculate auditable share-based payment expenses according to IFRS 2 standards

Financial Reporting: Create an IFRS 2 expensing report

Financial

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