AGRIS Customer Documentation
What's Changed in Patronage?
Have a question about something in Patronage? Here are some of the areas that have been added to the documentation.
Patronage - What's New in AGRIS 21.1.0
- Form 1099 electronic reporting - ability to handle 1099 records for Foreign Addresses (AGS-10995)
- Form 1099-PATR - ability to populate Section 199A(a) Qualified Items in box 8 (AGS-14891)
- Patronage Pass Through Credit Import: Pass Through Credits or Qualified Payment figures can now be imported for inactive NAME IDs (AGS-14284)
Patronage - What's New in AGRIS 20.1.0
- Advanced Reports - New "Qualified Payments Export/Import" standard spreadsheet report to help prepare 1099 PATR - Box 7 Qualified Payments amount (AGS-10817)
- Advanced Reports > Standard Stock/Equity Balance Report & Spreadsheet - ability to include Qualified Payments with other Pass-Thru Credit amounts (AGS-11082)
Patronage - What's New in AGRIS 19.3.0
- Ability to prevent accidental "Y" to correct stock credit balances (AGS-8240)
- Patronage > Report Manager > Advanced Reports > Print Standard Reports > Stock/Equity Balance Export Spreadsheet: Ability to see balance in a separate column for each equity type (AGS-5588)
- Regulatory: Support printing and e-filing of information tax forms from 2019 (for processing in 2020) - 1099 DIV/PATR (AGS-10241)
- New standard Patronage Transaction Audit Detail Spreadsheet (AGS-9797)
Patronage - What's New in AGRIS 19.2.0
Regulatory Changes - What's New in AGRIS 19.1.0
Patronage - What's New in AGRIS 18.4.0
Patronage - What's New in AGRIS 18.1.0
- Patron Refund - Save the Patron Refund Information and the Transaction Numbers created to the AGRIS Activity log (like A/R Statement parameters) (AGS-719)
- Detailed Audit for Reversed Patronage Transactions (AGS-720)
- Patronage Rate per Unit - 3rd option added for "Dollars per unit" (AGS-2096)
- Patron Refund - Ability to generate refunds based on a range of patron name ids (AGS-2292)
- Patronage Account Balance Inquiry - Stock Credits now are validated when running "correct" option & purged transactions move to a new to transaction audit table (AGS-2678)
- When creating stock/equity payback for credits only, Messages of what has occurred is now updated (AGS-2802)
- Name/Address - Enhance Name/Address maintenance to update Name Id type and miscellaneous name codes in patronage system's activity and transactions (AGS-3037)
- New Per-Unit Retains Report (Gross, Value, Net) with ability to automatically post amounts as Patronage Transactions (AGS-3650)
- Ability to Import / Post Patronage Transaction Remarks (AGS-3805)
Accounts Payable - What's New in AGRIS 17.1.0
Accounts Payable - What's New in AGRIS 10.1.2
- 1099 reporting - calculate and populate 1099-PATR Section 199 deduction box 3
- Mass Transfer of Equity Extended Option* - transfer stock, stock credit, and equity
- Mass Transfer of Equity Menu Option
- Patronage Advanced Report - Voting Flag Export/Import with Activity
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