Introducing revamped Financial Reporting - Carta Release Notes - Product Updates

Introducing revamped Financial Reporting

What's new?

We launched our revamped Financial Reporting tool. The tool will now allow Carta users to apply cancellation treatments without having to upload an excel sheet.

What’s important or valuable about this change?

We made significant UI and UX improvements. Users can select, drag, and drop to apply cancellation treatments to multiple awards at once. Additionally, users can apply cancellation treatments to all canceled awards, regardless of the reporting period run.

You will still be able to access the same information, including:

• Award ID
• Award type
• Stakeholder name
• Cancellation date
• Cancellation treatment
• Amendment type
• Cancellation behavior
• Cancellation treatment (editable directly on Carta)
• Amendment type (editable directly on Carta)

What do I need to do?

You can access Financial Reporting directly from your Carta account. Simply go to the Compliance tab and select Financial Reporting. You can apply cancellation treatments after you’ve run a report.

How do I learn more or get help?

You can read more about cancellation treatments here or contact our support team.

Samantha Widman