Open the page
Open Finance → Shareholders. Existing view, create, update and delete permissions remain unchanged.
Choose your layout
Classic opens first unless you save another default. Use Try the new layout or View old layout to switch. A layout in the page address takes priority for that visit. Failed default saves keep the previous choice and offer Retry. Switching views keeps your page address and current choices; it does not save a partner, remove one or print.
Choose a period
Set From and To, then press Show to apply the range. Changing a date alone does not apply it. Include former partners adds inactive partners to the dashboard.
Read the dashboard
Read income, expense and profit or loss for the applied period. Profit or loss share follows each partner’s equity percentage and campus scope. Capital Invested is the linked equity account balance at the To date; movements in the period are separate. Not linked means no equity account is selected. A percentage warning does not itself save or correct any share.
Add or edit a partner
Use Add Shareholder or Edit when your permissions allow it. Enter Name and Equity (%), choose an Equity Account and campus scope when needed, and fill the optional contact, Partner Since and notes fields. Save submits those changes. Cancel or the close control closes the form without pressing Save. Switching views is not a save action.
View or remove a partner
View opens the partner’s capital transactions when an equity account is linked. Only the latest 500 lines are shown; narrow the dates for older entries. Remove asks for confirmation and takes the partner off the list; it does not delete their ledger transactions. Turning Active partner off keeps the partner under Include former partners.
If data cannot load
In the new view, Retry shareholder reads retries only failed dashboard, form-option or selected transaction reads. Add Shareholder remains available when your permissions allow it and no partner action is pending, even if the dashboard cannot load. Save waits for the required dashboard and form options and for any current save or removal to finish. If form options are loading or unavailable, your draft remains but its fields wait until the options recover. Cancel and the close controls remain usable.
Keep your place
Switching views keeps your date choices, applied range, former-partner choice, current form and open transaction details. Existing loading, unavailable and empty messages keep their meaning.
Print uses the original rendered report and existing control visibility. No new paper format or automatic print is added.