Directors and officers
Your officer register and directors' loan accounts.
- Directors and officers Settings → Directors & officers is your organisation's officer register: the people connected to the business, and the dates each of them held each role. It is what lets Sales…
- Directors' loan accounts A director's loan account is the running account between a company and one of its directors: money the director puts into the business, money the business pays out on their behalf…
- Record money to or from a director Once a person has a running account, it behaves like any other category on your banking screens. There is no special "director's loan" form — you record the money the way you…
- The loan account statement The loan account statement is the per-person version of an account drill-down: every posted movement on a director's running account for a period, with a running balance, the…
- When an officer resigns Recording a resignation is one field — the Ended date on the appointment, as described in Directors and officers. What matters is what happens next, because a resignation does not…