Secretarial

Dashboard

Open Secretarial and see compliance and meeting status at a glance.

Flowchart

flowchart LR
  A[Sign in via my.AICOUNTLY] --> B[Open Secretarial]
  B --> C[Confirm company & FY]
  C --> D[Dashboard overview]
  D --> E{Next focus?}
  E -->|Deadlines| F[Compliance Calendar]
  E -->|Governance| G[Meetings / Registers]

Flowchart: Dashboard workflow flowchart for Secretarial. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Sign in at my.aicountly.com and open Secretarial from the launcher.
Confirm the correct company, branch, and financial year (set in Manage).
Scan the dashboard for upcoming filings, open meetings, and register cues.
Open Compliance Calendar when a deadline needs attention.
Use Meetings, Resolutions, or Statutory Registers for day-to-day governance work.