Personalise – Business Setup User Guide – Amend Partner Shares held by a Partner
From the left hand menu choose “Business Setup”. The “Business Setup” screen will be displayed. Partners can only be added to a business which is a partnership, the partner icon will only be displayed for a partnership (circled in red below).
Click the partner icon (circled in red above). The “Partner Shareholding Setup” screen is displayed.
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Click the “Edit Partner” icon under the Actions heading (circled in red above). The row becomes editable, make require changes and then press the “Save button (circled in red below).
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