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Patron Status reports are found at Patronage / Reports / Patron Status . Patron Equity Report The Patron Equity report is a detailed listing of Patron equity by Certificate. How Many Patrons – Select the Patrons to include on the report....
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Patron reports are found at Patronage / Reports / Patrons . Patron Reference List The Patron Reference List gives a quick reference for general Patron information such as Customer ID , Name , Tax ID , Date of Birth and Active status. ...
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Found at Pay / Demand Note , the Demand Note allows paying different rates of interest based on date ranges and gives the ability to distribute interest throughout the year without fear of overpayment. The Demand Note also gives the ability to with...
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Found at Pay / Running Balance Interest Checks , the interest checks are based on the running balance of Patron activity per certificate. There are four methods available for the posting of the interest payment. Regardless of the method selected, o...
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Found at Pay / Payout Stocks , this function allows paying all or part of the value of Stock Certificate per Patron in the form of a check. There are four methods available for the calculation of the payout check. Regardless of the method se...
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Found at Pay / Interest Checks , the interest checks are based on interest earned on stock balances rather than patron activity. There are four methods available for the posting of the Interest payment. Regardless of the method selected, onl...
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Dividend checks, based on a Patron’s stock value, can be issued through Pay / Dividend Checks . There are three methods available for the calculation of the Dividend payment. Regardless of the method selected, only Active Stock Certificates ...
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Found at Pay / Detail Patronage Checks , this method is used when some patronage categories are distributed differently than others. Patronage checks are calculated by taking captured Patron dollars or quantities times the corresponding Patronage ...
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Patronage checks are based on captured totals, whereas dividend, interest, demand note, and payout checks are managed as separate actions. Processing patronage-related checks and activity vary considerably from one Cooperative to another. Questio...
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Create verbal quotes on Customer profiles for reference.
In the Hub or Accounting module, navigate to File / Open / Customers .
Select the Customer and choose Edit .
On the Edit a Customer window, select...