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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...
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Import information from loaded Delivery or Blend Tickets into an Invoice.
The quantity for the Product can be changed when invoicing Blend or Delivery Tickets. However, if the quantity is changed, the analysis and Field history cou...
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The Patron ACH File allows cooperatives to pay out patronage and have it directly deposited into the Patron’s bank account. This is available for a standard NACHA file format as well as a Canadian AFT format. The cooperative’s banking information mu...
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This utility deletes all Patronage-related checks prior to a specific date. ...
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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. ...