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?

Learn how Ledgy masks stakeholder identity for restricted users across Financial, Operational and Compliance reporting grids, reports, previews, exports, and surfaces.

Reporting: Anonymised report access

Support Team

Product Team

Frances Agoncillo

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 

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.

Creating Custom Reports - video tutorial

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?

Learn how to access, customise, and export operational reports for transactions, grants, vesting, pool activity, and global mobility data.

How do I use 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?

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

Generate IFRS 2 expensing reports, choose report periods and settings, and understand the resulting views and exports.

Financial Reporting: Create an IFRS 2 expensing report

Understanding the calculations and accounting parameters settings of Financial Reporting Expensing Report

Financial Reporting - Expensing Report - Accounting Parameters Settings - Deep dive

Generate an FRS 102 expensing report, choose the report period and settings, and understand the available views and exports.

Financial Reporting: Create an FRS 102 expensing report

Gabriela Melgar

Financial

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