EquityList Product Updates

This update affects Indian companies only.

When you need to prepare expense calculations under IND AS 15 or AS 102, you can now generate cleaner, standardized reports with improved formatting and clear data references. This enables your finance and audit teams get consistent, review-ready outputs every time.

• Simpler layouts: ‘Net Cost’ column removed for clarity.
• Consistent formatting: Number, date, and text alignment now match the Vesting Report style.
• Quick context: Top section now shows “Qty = Quantity | Date Format = YYYY-MM-DD.”
• Currency clarity: Cost columns include a currency symbol header.
• Structured headers: Updated field names for easier reconciliation and analysis.

When you need to update multiple records at once, you can now bulk import data across all major modules using our new ‘Smartsheet’ interface (shortcut: Quick Actions > Bulk Actions).

• Unified imports: Works for ESOP, SAR, and RSU grants, employees, exercises, terminations, and all key instruments like CCDs, SAFEs, and warrants.
• Spreadsheet friendly: Easily upload .xlsx or .csv files using our downloadable templates
  • Tip: Find these templates in the smartsheet itself under File > Export As.
• Smart mapping: Quickly match your spreadsheet columns to platform fields in seconds.
• Bulk actions: Instantly create or update records without manual entry.

When you’re managing equity data, you no longer have to worry about draft grants being treated like active ones. Drafts are now clearly marked, hidden from most workflows, and excluded from billing. This keeps your records clean and compliant.

• Improved access control: Employees with only draft grants can’t log in or view dashboards.
• Clearer visibility: Draft grants now show a Draft tag instead of vesting status.
• Simplified views: Vesting progress, completion percentage, and events are hidden for drafts.
• Consistent across plans: Changes apply to ESOP, SAR, and RSU grants.
• Accurate reporting: Draft grants are excluded from billing. But you can still view them in reports by applying the right filters when generating the report.

When managing employee access, you’ll now see improved controls that reduce confusion using clearer button labels, updated invite states, and a reworded ‘Revoke Dashboard’ action.

This ensures you know exactly what will and won’t happen when revoking access, without affecting grants, vesting, or employment status.

When adding a new share class, the updated flow now helps you avoid common errors and confusion—with better field ordering, cleaner validation, and contextual prompts for selecting ‘Seniority Level’.

You can now upload supporting documents and view your current seniority stack (on the right-side) while filling the form, so decisions are easier and more informed.