Patron Equity, Customer History, 1099 and Informational Forms

Patron Equity

• Use the AgVision Patron Equity software to calculate and track members' stocks, dividend and investments in your cooperative.
• Issues dividend checks, preferred stock and other investment stock. 
• Consolidates sales and purchases into dividend categories.
• Splits customer volumes and calculates dividends.
• Calculates interest due on preferred stock certificates and indebtedness, and creates checks.
• Creates checks and ACH files for the current year, prior year, and individual payouts.
• Records unpaid patronage for up to 30 years for local and regional cooperatives; current year dividends, earnings declared but unpaid, tax credit and the current year; last cash distribution; and membership information.
• Creates patron investment reports and statements, withholding statements, and dividend volumes.

Customer History

• Collects, combines and reports on customer grain activity from the Commodity Manager and customer sales data from Accounts Receivable. This information is especially important for the Patron Equity software.
• Creates dynamic reports for customer purchases and sales history recorded in Accounts Payable and Commodity Manager.
• Data is live so reports and statements can be recreated and include the most current entries.
• Generates reports by item and product categories, in detail and summary by both units and dollars.
• Creates Customer History statements for any date range.
• Prints paper and electronic statements to be mailed, e-mailed, backed up to another server or external media, and downloaded from your Web site using agvisionanytime.com.

1099 and Informational Forms

• Collects data from Commodity Manager, Accounts Payable and Patron Equity software to create 1099s and 1096 reports. Information can be reported on paper and electronically.