Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to prepare a Director's year end disclosure, preview and download a Director's draft year end disclosure report, edit a Director's draft year end disclosure, delete a Director's draft year end disclosure, notify a Director to confirm draft year end disclosure as well as view and download a Director's year end disclosure history.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
So, let's get started. Check out the video linked below. Alternatively, follow the step-by-step instruction provided.
To prepare a Director's draft year end disclosure:
1) Log in to your Director Disclosure account using your registered email address and password.
2) Once you are logged in, both Sections 156 and 165 will be visible on your screen. At the top right of the screen, you will be able to see your Director’s name.
3) If you wish to switch to act for another Director,
a) Click on the Director’s name.
b) Select the name of the Director you would like to act for from the Switch Director pop-up window.
c) Then, click on Switch Director.
4) Once you have selected the Director, click on the Section 165 button next to the Section 156 and you will be directed to the Current Shareholdings section.
5) Click on the Arrow down icon and select Year End Disclosures from the dropdown menu and you will be directed to the Year End Disclosures section.
6) Click on + icon
. Add Year End Disclosure screen will open in a new pop-up window.
7) On the Add Year End Disclosure screen,
a) Select the Company Name from the dropdown list.
b) There are two options for the Start Type.
Select Date of Appointment if you were appointed during the financial year OR select Financial Year Start if you were already appointed before the financial year.
c) Enter the Start Date and Financial Year End Date.
8) Once everything is confirmed, click on the Save Reference button and it will be added to the Year End Disclosures section.
To preview a Director's draft year end disclosure Report:
1) Click on View from the Year End Disclosure column. Then, the report will be opened in the new tab.
You can edit your draft Year End Disclosure, if you had entered the information incorrectly.
To preview a Director's draft year end disclosure Report:
1) Click on the Pen icon
from the Action column.
2) On the Edit Year End Disclosure pop-up window, change the information as necessary then click on Save Reference and it will be updated accordingly.
You could also delete a Director's draft year end disclosure if you have incidentally added multiple records for the same company.
Important Note: You will only see the Trash icon if you have added multiple records for the same company.
To delete a Director's multiple records for the same company:
1) Click on the Trash icon
from the Action column.
2) Then, click on Confirm on the Remove Year End Disclosure pop-up window. Once you click on Confirm, the draft Year End Disclosure will be permanently removed from the system.
To notify a Director to confirm draft year end disclosure:
1) Select the company from the Year End Disclosure list, then click on Notify Director button.
2) Then, you will be directed to the Prepare Disclosure pop-up window with a list of the selected company.
3) Select the Section 165 Disclosure checkbox and you will be required to preview your disclosure.
4) Select Okay, Preview on the Preview Disclosure pop-up window to preview your disclosure document.
5) To edit the recipient list, click on the Edit Recipient List button.
Important Note: You are required to select all the Section 165 Disclosure checkbox and preview the disclosure documents from the list if you wish to send all the disclosure at once.
6) If you wish to send the disclosure to other recipients not listed within the recipient list, enter their email addresses into the CC field.
7) To save any edits to the recipient list, click on the Save button.
8) If you wish to preview your disclosure again, you can do so by clicking the Eye icon which is next to the Edit Recipient List button.
9) Once everything is confirmed, click on Notify Director to Send to proceed.
You have successfully notified a Director to confirm and submit his/her draft year end disclosure.
Important Note: The Director will receive an email notification from Board.Vision <notifications@board.vision> with the title “Company Name – Authorised Preparer (Preparer’s name) has prepared draft Year End Disclosure(s) for your confirmation”.
Once the year end disclosure has been circulated successfully by the Director, it will be removed from the Year End Disclosures section and only can be viewed from the Year End Disclosure history.
To view and download a Director's year end disclosure history:
1) Click on the Arrow Down button at the top right. A dropdown menu will show.
2) Click on Year End Disclosures. Then, you will be directed to the Year End Disclosures History page.
3) From the Circulated Disclosure column, click on View. The Circulation History report will be opened in a new tab.
Important Note: As an Authorised Preparer, If you have circulated the disclosure on behalf of your Director with a supporting document, your name will be reflected under Circulate By column, and the supporting document will be reflected under the Supporting Evidence column.
4) To save the Circulation History Report onto your laptop/desktop, click on the Download icon at the top right.
You have completed the tutorial on how to prepare a Director's year end disclosure, preview and download a Director's draft year end disclosure report, edit a Director's draft year end disclosure, delete a Director's draft year end disclosure, notify a Director to confirm draft year end disclosure as well as view and download a Director's year end disclosure history.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).