Entering an investment batch is done in a similar way to entering Nominal ledger transactions. First of all you will need to create an investment batch.
To create an investment batch header, click on the Add button and enter the date and a description for the batch.
The next step is to select the type of transaction occurring: To do this click on the View Add transaction button, this will display the transaction screen. Now click on the Add button on the transaction screen. This will give you a list of the transaction types you the following can enter:
Investment Purchase
Investment Disposal
Cash Dividend
Cost Increase / Reduction
Stock Split
Sale of Rights
Stock Dividend
Bonus Issue
