Transaction overview

The transactions module records every change in share ownership — whether registered manually, by an advisor, or automatically through the Document robot. Each change is saved as a transaction, and the shareholder register updates instantly.

What a transaction covers

A transaction captures one discrete change in share ownership. Each transaction records:

• Type — what kind of event occurred (buy/sell, issue, gift, inheritance, and more)
• Date — when the transaction took effect
• Parties — seller and buyer, or the company and new shareholder
• Shares and value — number of shares and the price or nominal value involved
• Registered by — who entered the transaction and when

Supported transaction types

dCompany covers the full range of transaction types used in professional share administration:

• Buy / sell
• Issue (share capital increase)
• Gift
• Inheritance
• Group contribution
• Increase of nominal value
• Liquidation
• And more

Each type has its own form with the relevant fields pre-configured.

How transactions are registered

You have three routes:

Manually — open the transaction list, select a type, and fill in the details. Use this for one-off corrections or transactions that don't involve the Document robot.

Through the Document robot — when you process a corporate event such as a share capital increase or a buy/sell, the Document robot generates the legal documents and registers the corresponding transaction automatically. No double entry.

By your advisors — if advisors have access to your company in dCompany, they can register transactions directly on your behalf.

Historical corrections and replay

Every transaction in the list can be edited, including its date. When you correct a historical transaction, all subsequent transactions recalculate automatically — shares, prices, and ownership percentages stay consistent without manual work.

This makes it safe to fix mistakes in the historical record. The register always reflects the corrected timeline.

The "Not reporting" flag

Some transactions are flagged as Not reporting. This means the transaction is recorded in dCompany but will not be submitted to the Register of Business Enterprises — typically because the company or share class is not registered there.

The flag is informational. The transaction still counts toward the shareholder register.

Submitting to the Register of Business Enterprises

Once your transactions are in order, dCompany uses them to automatically prepare a complete shareholder register statement. You can submit this directly to the Register of Business Enterprises without assembling the data manually.

Attaching documents

You can attach a document to any transaction — a signed share transfer agreement, a board resolution, or any other supporting file. Attachments are stored alongside the transaction and accessible from the transaction list.