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How do I enter an IPO transaction that will also appears in accounts?

edited July 2014 in Accounting
The easy way - In the Portfolio Management Software (PMS) module double click on stocks and enter the details, make sure to also include the name of the broker:


2. It will automatically create the entries in the Accounting module


The other way is to right click ‘Stocks’ icon and click Other Transactions->Off Market Trans. and enter IPO details. Now, in accounts, this transaction will appear under ‘unassigned ledger’. Open this transaction and assign it to ‘Kotak Securities’
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