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This utility compares a Patron’s Stock History with the total dollar value of the Certificate. If there are any differences, the Stock Certificates are listed. Differences may then be researched to determine the necessary changes to be made. Not...
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This utility compares a Patron’s status between the current year and the selected Agvance Year. This is designed to be used before capturing to make sure the Patron’s status matches in the current and prior year data. ...
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Stock Certificates may be batch created at Utilities / Batch Make Stock Certificates . This function makes Stock Certificates for the specified Stock Class for each Patron selected. The new certificates are marked as an Active Stock Certificate . ...
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This process at Patronage / Utilities / Purge Zero Value Certificates permanently deletes all zero-value Stock Certificates with no activity for the selected criteria. How Many Patrons – Optionally select Patrons to scan for Stock Certifica...
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As time approaches to run Patronage, Dividend, or Interest checks, the following checklist provides guidance for this annual event. Please call SSI Support to help clarify any portion of the process.
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Information to Che...
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In Patronage, navigate to File / Open / Patron Info and edit the appropriate Patron. Note : This process of voiding a check should only be used if the check was written today. If a check from a previous date needs to be voided, please contact SS...
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Selecting Void at File / Open / Edit a Patron's Check allows voiding the selected check transactions. Verify the information that displays, then select Void to void the transaction. Customer ID – This represents the recipient of the che...
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Only the Check # and Check Date may be edited at File / Open / Edit a Patron's Check . If the net dollars or any other information is incorrect, the check must be voided and re-issued. Customer ID – The Customer ID represents the recipie...
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The Import Secondary Sales feature was designed to import data from a secondary source. It requires the import file to be in a CSV format. With a proper format, a secondary (non-Agvance related) set of data may be captured into Agvance. Please consu...
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This utility allows multiple equity values to be transferred to a single Class. All Patrons included in the Equity Transfer must have a Certificate established to receive the transferred equity. This process does not automatically create a Stock...