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Export to CHS This export allows Patron names and Patronage captured totals to be exported in an approved format for CHS. Patron Name Select Customers – Optionally select the Patrons to include in the report. Classifications &ndash...
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The Edit Check Numbers utility is found at Patronage / Utilities menu. Through the utility, Patronage Check Numbers may be changed by manually editing a cell in the grid or by selecting multiple checks and incrementing all of them by a specified a...
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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 in...
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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 Cer...
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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 &nbs...
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Add to Equity 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. Date – Enter the transfer date. The ...
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This utility allows transferring multiple Stock Certificates to one Stock Certificate. Multiple equity values may be transferred to a single Class at Transfer Equity / Equity Transfer . The receiving Patrons must have a Certificate establishe...