Dividends
Dividends manages the declaration and distribution of returns on share capital, defining the dividend rate or pool, the qualifying period and record date, then computing each member's entitlement. It supports paying out in cash or capitalising the dividend into additional shares, and posts the distribution across accounts. This is where the board's approved dividend resolution is executed.

Workflow
- Open Shares then Operations then Dividends.
- Create a declaration with the rate or pool, period and record date.
- Compute entitlements so each eligible holding's dividend is calculated.
- Choose cash payout or capitalisation into new shares.
- Confirm the declaration to post the distribution and update accounts.
Fields reference
Every field on this screen, drawn from the live data model.
| Field | Type | Required | Description |
|---|---|---|---|
Declaration Datedeclaration_date | Date | Yes | Declaration Date |
Rate (%)rate_pct | Decimal | Yes | Rate (%) |
Share Productproduct_id | Link → mfi.share.product | Yes | Share Product |
Companycompany_id | Link → res.company | Yes | Company |
Has Messagehas_message | Yes/No | — | Has Message |
Referencename | Text | — | Reference |
Record Daterecord_date | Date | — | Record Date |
Total Declaredtotal_declared | Money | — | Total Declared |
Currencycurrency_id | Link → res.currency | — | Currency |
Statestate | Choice: Draft, Approved, Posted, Paid | — | State |
Approved Byapproved_by_id | Link → res.users | — | Approved By |
Distributionsdistribution_ids | List | — | Distributions |
Distribution Countdistribution_count | Number | — | Distribution Count |
Actions & buttons
Buttons available on this screen and what they do:
- Compute Distributions
- Approve
- Post
- Mark Paid
- Print Warrants
Status lifecycle
Records on this screen move through these statuses:
Draft → Approved → Posted → Paid
Notes & rules
- Entitlement is based on qualifying paid-up holdings over the dividend period.
- Capitalised dividends create new share allotments instead of cash payouts.
- Withholding or tax treatment can be applied per the configured policy.
- A declaration is locked once computed to keep the entitlement basis auditable.
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