# Dividends: processing and reporting

URL: https://bimpsoft.com/en/help/finance/dividends/
Updated: 2026-11-06

> A dividend payment to an owner is processed with the "Dividends" document: "Finance → Other cash operations → Create → Dividends". Select the owner, line of business, project, settlement type, organization, and the account with the amount. The expense item is fixed: "Dividend payment". The data goes into three reports.

## What is the "Dividends" document

Dividends are part of a company's profit that it pays to its owners (members or shareholders) in proportion to their share. In Bimp, a payment is processed with the "Dividends" document: after saving, it debits the amount from the company's account or [cash desk](https://bimpsoft.com/en/help/getting-started/bank-accounts-and-cash-desks/) under the expense item "Dividend payment".

## Before you start

Add the owner as a counterparty: the owner's card must exist in the "Counterparties" reference list: see [Counterparty card](https://bimpsoft.com/en/help/counterparties/counterparty-card/).

## How to create a "Dividends" document

1. Open **Finance → Other cash operations**, click **Create** and select **Dividends**.
2. Fill in "Comment" (optional), "Responsible", "Document number" and "Creation date" (they are set automatically; you can change them).
3. In the "Owner" field, select the owner you are paying dividends to.
4. Select the "[Line of business](https://bimpsoft.com/en/help/getting-started/projects-and-business-directions/)" and "Project".
5. The "Expense item" field cannot be edited: it is always "Dividend payment".
6. In the "Settlement type" field, select **Cash** or **Non-cash**. For cash, the "Cash type" field appears: cash desk or card.
7. Select the "Organization".
8. In the "Payment" block, specify the account or cash desk the dividends are paid from, and the amount.
9. Save the document.

![Form of the "Dividends" document: the "Owner" field is required, line of business "Main", project "Main project", the uneditable item "Dividend payment", settlement type "Non-cash", organization "Holka ta Nytka" LLC, the "Payment" block with a PrivatBank account](https://bimpsoft.com/help/_img/e8a647bb-f002-4f0c-bb64-82855c416de7.webp)

> [!WARNING] A "Dividends" document cannot be created with a future date: this protects against paying an owner by mistake.

## Where to see the dividends paid

The document data automatically goes into three reports:

| Report | What it shows |
|---|---|
| [Cash flow](https://bimpsoft.com/en/help/reports/cash-flow-report/) | the account or cash desk, amount and payment document |
| [Income and expenses](https://bimpsoft.com/en/help/reports/profit-and-loss-report/) | the amount of dividends paid in the "Dividend payment" line |
| "Dividends received" | the payment from retained earnings by owner, line of business and project: owner, date, amount, document |

If the payment came in a bank statement, you can allocate it with the item "Dividend payment": see [Allocating bank statement transactions](https://bimpsoft.com/en/help/finance/bank-statement-processing/).

## FAQ

**Can I create a "Dividends" document with a future date?**

No. This protects against paying funds to an owner by mistake.

**Why can't I change the expense item in a "Dividends" document?**

Dividends use a single fixed item: "Dividend payment".

**Where can I see who was paid dividends and how much?**

In the "Dividends received" report: by owner, line of business and project, with the date, amount and payment document.