Equity

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. ...

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...

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 value...

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 system...

Use the following approach for equity write down to take the value from the appropriate certificates as well as give the patron notification. If taking various values from several certificates, this process may need to be done several times.  Setup...