How to manage shareholders

Steps

1. Open Shareholders.
2. Add a shareholder: name, type, ownership share, status, and similar fields.
3. Open details and register nested fund records according to the requirement (capital, loan, and similar).
4. Edit or delete from the row menu (this may be limited when related business exists).
5. You can also click AI chat in the top right. For AI staff, choose Accounting, create a conversation, then click Confirm. Tell the AI the shareholder information and let the AI add it.

![Shareholders]

Done when

The shareholder list and fund records in details show correctly.