Entity Information Visibility
EntityKeeper has added the ability to edit the information displayed in each node within your Org Chart.
To change the display, each node now has a pencil icon in the bottom right corner – clicking this will take you into the edit settings
You can choose to remove the information displayed in that node or hide it all together.
It will only change the information for that particular node.
If the pencil color is green, that means the node has been edited.
Click Charts & Reports
Open an Org Chart by clicking an Entity Name
Click the view org chart icon at the top
Once your org chart is open, you will notice the pencil icon in the nodes
Click on the pencil to edit
Make desired edits
Jurisdiction Recurrence Enhancement
You now have the ability to choose how frequently you are reminded of any upcoming filing deadlines by changing the reoccurring settings.
To change the frequency click on the entity name:
Open the 'Entities' tab
Click on an Entity Name
Once the entity opens, click the 'Jurisdiction' tab
You will see the new edit button on the left, click this button.
If not already present, add Jurisdiction information & click 'Save & Next'
The next screen will be your notification settings, here you can choose how often you are notified about any upcoming jurisdiction events.
Once you have updated your settings, click 'Save'
Org Chart: Relationship Line Settings
In your Org Chart, you can now label the relationship lines between entities as well as display percentage of ownership.
To make these changes, simply follow these steps:
Open your Org Chart for desired Entity
Click on the relationship line between two entity nodes
A new box "Connection Configurator" will open to make your edits
Add the label you would like your line to represent
Ownership – Currency
You can now add current equity value to your entities which will also be visible in your cap tables.
Please note - if multiple currencies are added, a total will not show.
To add a new currency:
Open an Entity
Click the 'Owners' tab
Click the edit button to the left of the Entity/Individual Name
*To make changes, edit the stock/class type (pen icon in the blue bar)
and the new feature will be a drop-down
Add or Update Stock info: