Use the stock/equity transfer options on this menu to allow you to transfer all or a percentage of stock, stock credits, or equity from one patron to other patron(s). You cannot use this option to convert stock to equity, or equity to stock. You must complete the setup of Stock Class Information and System Integrations in the Patronage Accounting Setup Information section before you can use this option. You can also print the stock/equity transfers report.
Learn more about Stock/Equity Transfer:
Transferring Stock Credits
Transferring Stock
Transferring Equity
Printing the Stock/Equity Transfers Report
