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Use the following approach for equity write down to take the value from the appropriate certificates as well as notify the Patron. If taking various values from several certificates, this process may need to be done several times.
Setup
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Last Updated: 05/13/2026
in Agvance Solutions Newsletter
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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...
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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 t...
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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 Cer...
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Equity value may be transferred from every Stock Certificate in a selected Stock Class to a corresponding Stock Certificate in another Stock Class at Accounting / Patronage / Transfer Equity / Stock Transfer .
This function can transfer valu...
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Captured totals may be reviewed and edited in Patronage at File / Open / Edit Captured Totals . If a value is to be added for a Patron who is not displayed in the Edit Captured Totals window, using the drop-downs allows for different filtering op...
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Qualifying sales and purchases for a specified time period are captured in Patronage at Capture Activity / Agvance Activity . These values serve as the basis for the Patronage payments.
Clear Existing Patronage Totals
Clear...
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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 con...
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Populating the Date Opened field on the Credit tab of the Customer file activates the Credit Checking feature for the Customer. This must also be set for the Hold Credit Status to work, as well as for the % of Limit and credit checking b...