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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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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. ...
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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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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. Information to Check Path R...
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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...