Equity

Use the following approach for equity write down to take the value from the appropriate certificates as well as give the patron notification. If taking various values from several certificates, this process may need to be done several times.  Setup...

Equity value may be transferred from one Patron to another at Transfer Equity / Transfer Equity . This function only transfers one Certificate at a time. The receiving Patron must have a Certificate established where the value will be transferred. ...

Add to Equity Equity value may be added to or subtracted from stock at Patronage / Transfer Equity / Add to Equity . This process modifies the equity balance and recalculates the per share value. Date – Enter the transfer date. The system...

This utility allows transferring multiple Stock Certificates to one Stock Certificate. Multiple equity values may be transferred to a single Class at Transfer Equity / Equity Transfer . The receiving Patrons must have a Certificate establishe...