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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...
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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. Process Within Patronage, navigate to Transfer Equity /...
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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...