Patron Equity, Customer History, 1099 and Informational Forms

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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.
  • Prepares checks 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 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.
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AgVision Customers Say...

"I enjoyed meeting all of your employees. All seemed eager to help and easy to visit with."

Dick Maxwell
Chapin Farmers Elevator, Chapin, Illinois
Customer since November 1988