-
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. ...
-
Found at Pay / Demand Note , the Demand Note allows paying different rates of interest based on date ranges and gives the ability to distribute interest throughout the year without fear of overpayment. The Demand Note also gives the ability to with...
-
Found at Pay / Running Balance Interest Checks , the interest checks are based on the running balance of Patron activity per certificate. There are four methods available for the posting of the interest payment. Regardless of the method selected, o...
-
Found at Pay / Payout Stocks , this function allows paying all or part of the value of Stock Certificate per Patron in the form of a check. There are four methods available for the calculation of the payout check. Regardless of the method se...
-
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...
-
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 Certifi...
-
The Vendor Balances report shows a breakdown of the Vendor balances. This report is often used to archive Vendor balances at month end. Note: That the Vendor Balance report with the Aged Balances selection cannot be recreated once the...
-
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...
-
The Sales Analysis report with Roll Up Invoices checked is not rolling up products and prices for invoices created with the Print Method 2 – Roll-up Products and Prices option selected. The report’s product selection is limited by t...
-
From the Reports module select Accounting Reports / A/R / Sales. Select the Sales Analysis report. At the report main window, choose Filter. In the Salesperson box, select the ID of the salesperson for whom ...