Management (company profile, business plan, articles, shares)

Menus in Management

The "Management" category in a business space's sidebar holds the menus that describe the business entity itself. The shareholder register is a separate menu (Shareholder Registry) under the "Shares" category.

Menu	What it manages	Applies to
Business Profile	Business type, trade name, officers, locations, licenses, fiscal year-end	Corporations, sole proprietors
Business Plan	Drafting plans, and adopting one as the official version	Corporations, sole proprietors
Articles & Registration	Certificate of registered matters, articles of incorporation, change history	Corporations
Business portfolio	Rolled-up KPIs across spaces (conditional core, hidden by default)	Corporations, sole proprietors
Shareholder Registry (Shares category)	Issued shares, capital structure, shareholder register, transfer history	Corporations

For how these fit into the product as a whole, see Feature list; for spaces themselves, see Spaces.

Business Profile

This is the master record of the business's current state. It has five tabs.

Tab	Contents
Basic info	Business type, registration details (trade name, address, and so on), corporate number / invoice number
Officers	Directors, auditors, and representatives with title, appointment date, and term end (corporations only)
Locations	Headquarters, branches, and offices, plus the social insurance office number
Licenses	License number, issuing authority, acquisition date, expiry, renewal cycle, status
Fiscal year-end	The final month of the fiscal year and the accounting period it produces

Basic info edits a card's fields together; Officers, Locations, and Licenses are lists where you add, edit, and delete rows.

The business type drives the other menus

The business type (corporation / sole proprietor) at the top of the Basic info tab is the starting point for the whole space. Changing it changes behavior well beyond this menu.

• Inside Business Profile: choosing sole proprietor removes the "Officers" tab (officers are a delegation relationship under the Companies Act and do not exist for a sole proprietorship). The first field of the registration details also switches between "corporate name" for a corporation and "trade name" for a sole proprietor
• Closing: the steps in the Closing menu are swapped. Corporations get the corporate tax flow — schedules of account details, business overview statement, Schedule 4, and so on — while sole proprietors get the blue-return flow that starts with reviewing personal-use allocation
• Assets: for sole proprietors, depreciation is mandatory, so the current period's depreciation amount cannot be adjusted. Eligibility for the small-amount depreciable asset special rule (the SME rule) is determined automatically from the business type together with the blue-return, deemed-large-corporation, excluded-business, and over-500-employees checkboxes on the same screen — and the capital amount from the Shareholder Registry
• Tax and labor: the forms used for legal records and payment reports, and the type of tax return, differ by business type

You do not create a new space when incorporating. Switching the business type within the same business space keeps counterparties, contracts, and past history connected.

Changing the fiscal year-end

Pick the final month of the fiscal year on the Fiscal year-end tab. The accounting period is the 12 months starting the following month (a March year-end runs April through the following March).

Changing it opens a confirmation dialog that tells you two things:

1. The current fiscal year will be closed as a short period ending in the new month
2. The new fiscal year-end applies from the following period

This cannot be undone. Check the books of the period you are about to close before you confirm.

Business Plan

The Business Plan menu is built around "draft several candidates in parallel, then pick one." It has two tabs.

Tab	Contents
Drafts	Plans being drafted or already complete (you can keep several at once)
Published	Adopted, fixed versions — v1, v2, and so on

Creating a draft

1. Press "Create draft" on the Drafts tab to open the drafting stepper
2. Fill in the six steps: basic info, business overview, market research, funding plan, evaluation criteria, and management structure
3. You can leave at any point — progress is saved. Clicking the name in the list resumes from where you left off

Choosing a business type in the first step reshapes the later questions to match. There are seven: free-form, problem-solving, skill-based, creative, opportunity-driven, succession / pivot, and lifestyle.

The list shows progress as a bar, which turns into a "Complete" badge once all six steps are done. You can search by name or business type and filter by business type and status (complete / drafting).

Adopting an official version

Complete does not mean adopted. You line up the finished drafts, compare them, and a person picks one.

• Use "Adopt as official version" in the row menu. It is only available when the draft is 100% complete and you hold the adoption permission
• Adopting creates a new version, and the draft moves to the official version list
• Version numbers are assigned at adoption. Candidates you did not adopt never consume a version number

On the Published tab, the row menu offers "View details" to inspect the plan content, KPIs, and references, and "Download PDF" to export the plan document.

Articles & Registration

This menu is for corporations. Both registration and articles of incorporation are Companies Act constructs, so there is nothing for a sole proprietorship to record here. If you would rather not see it in the sidebar, you can hide it (see below).

It has three tabs.

Tab	Contents
Registration certificate	The certificate of registered matters PDF, the current registration state read from it, and the articles PDF
Drafts	Articles and change registrations being drafted (you can keep several)
Change history	Effective versions of the articles and the registrations already recorded

Registration certificate tab

The source of truth for the current registration state is the certificate of registered matters issued by the Legal Affairs Bureau — not a hand-maintained copy of the articles. The official certificate is what "today's state" is based on.

• Keep the certificate PDF here and download it whenever you need it, so you are not re-obtaining one for every loan, bid, or bank account
• Enter the issue date and expiry date to get valid / expiring soon / expired badges. A certificate typically expires about three months after issuance
• On upload, AI reads the corporate name, head office, business purposes, officers, and similar fields. The result is shown as a preview first and is not saved until you review and confirm it. You can correct anything on the spot
• The lower part of the same tab holds the articles of incorporation PDF. Articles are not standardized, so extraction is less accurate than for the certificate

The first time you use AI extraction, a consent dialog appears for the space. If you decline, or an administrator has disabled the AI feature, a notice appears beneath the card and you fall back to entering the values yourself.

Drafting and effectuating

1. Press "Create draft" on the Drafts tab to open the drafting stepper
2. Choose the type (incorporation, name change, head office relocation, officer change, purpose change, and so on) and the entity type
3. Enter the contents. The form only accepts the options and ranges allowed by the Companies Act, which makes invalid provisions hard to create
4. Review the filing documents, print them, and submit
5. Once the registration is complete, confirm it with "Effectuate" in the draft's row menu

Effectuation is triggered by the completed registration, not by notarization. Effectuating moves the content into the Change history tab and consumes the draft. Types that touch the articles (incorporation, corporate name, purposes, head office, public notice method, articles amendment, and so on) also make a new version of the articles effective; types that are registered matters but not articles provisions (officer changes, capital changes) record only the registration.

You do not need the original articles on file first — any registration type can be created. An existing company can register its current articles under "incorporation" so that later changes accumulate on top.

Adding history

To record past registrations in bulk, use "Add history" on the Change history tab and work through three steps: type, contents, and attachments. The status can be completed, preparing, applied, under review, rejected, or withdrawn, and you can record the registration tax and the agent (a judicial scrivener, for example).

The change history is the company's chronology and an audit record, so rows cannot be rewritten. Correct a mistake by deleting the row and recording it again. The row menu also downloads the articles version as a PDF and adds or manages attachments on registration rows.

Shareholder Registry (Shares)

This menu is for joint-stock companies. Both the shareholder register and the capital structure are constructs of a joint-stock company, so they carry no meaning in a sole proprietor's space. One tab holds these sections, stacked vertically.

Section	Contents
Issued shares	Authorized shares, issued shares, paid-in amount per share, transfer restriction, share certificates
Capital structure	Capital, capital reserve, other capital surplus, and their total
Cap table	Ownership ratios aggregated from the shareholder register (a read-only view)
Shareholder register	Shareholder name, shares held, acquisition date, address, notes
Transfer history	Transfers, new issuance, treasury share purchases, cancellations, inheritance, and gifts

• Ownership ratios are not stored. They are computed each time as shares held ÷ issued shares, because moving the denominator moves everyone's ratio
• Shares held are derived from transfers. Creating, editing, or deleting a transfer automatically adjusts the shareholders' share counts. You stack transfers rather than overwriting a shareholder's number directly
• A transfer can carry an approval method (board resolution / shareholders' resolution / no restriction) and a link to minutes created in the Legal menu, so the basis for a transfer can be traced during a tax audit or capital-policy review
• The ⋮ menu on the shareholder register section downloads the register as a PDF

Integrity check

If issued shares = the sum of shares held stops holding, a warning banner appears at the top of the tab, listing counts, details, and hints for fixing them, with errors and warnings distinguished by color. niyase never quietly adjusts the numbers to match. A discrepancy is a sign of a data-entry mistake, so a person decides which side is correct.

Business portfolio

This menu gives one person running several corporations (business spaces) a single screen for all of them. It is a conditional core feature for the people who need it, and it is hidden by default.

Showing it

1. Open account settings and select the "Spaces" tab
2. Press "Sidebar" on the card for the space you want
3. On the "Categories" tab, open the Management category and switch on "Business portfolio"

That screen is not limited to the Management category: you can change which menus are shown and in what order, per space. Use the same steps to hide "Articles & Registration" and "Shareholder Registry" in a sole proprietor's space.

Rolling up

On the Settings tab, pick a space to add. Today this supports other spaces the same account belongs to. Added spaces appear in the list and can be removed when they are no longer needed.

The Dashboard tab shows three totals — cash and deposits, current-month revenue, and headcount, all across every space — plus a per-space breakdown table. Your own space is marked.

The roll-up reads each space separately and adds the results up, so data is never mixed between spaces. Only summarized figures are fetched; transaction details are not copied. What you can see is exactly what your permissions in each space allow. A space whose figures could not be fetched shows "unavailable" and is left out of the totals.

This is not consolidated accounting. Intercompany eliminations and consolidated financial statements are not produced — the point is an overview while the corporations stay separate.

Showing and hiding tabs

Every menu above includes a "Guide" tab explaining how the screen works. The slider button to the right of the tab row lets you hide the tabs you do not want (at least one always remains). This setting is stored per browser and does not affect other members.