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StockCentral :: Community
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Join in on the discussion with other like-minded investors in our community forums. Learn about the fundamental investing methodology and participate in educational workshops in the Investing forums, stay up-to-date on StockCentral news and make suggestions to the StockCentral team in Central Square, and discuss your favorite stock or recent market news in our A-Z ticker-based forums.
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Keith Hoile
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| 10/06/2008 9:04 PM |
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We lost two members recently--full withdrawals. Their names do not appear on reports but when I open the "Record Member Deposits" page their names are still there. I do not see any place on the "Edit Member Profile" page to inactivate them. How should I do this or have I already done it with the payout process and just have to live with their names on the deposits page?
Thank you,
Keith Hoile, Viking Investment Club |
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Gene Rooks
Gotha, FL (W. of Orlando)
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| 10/06/2008 9:20 PM |
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Keith, try this. Go to the People section and
if they are showing active click the choice to delete them. It will
not actually delete them, since they have transactions, but it will put them in
the inactive members list. Have you doublechecked their Individual
Unit Value Ledger to be sure all dollar and unit amounts are zeroes
out? Gene Rooks, Space Coast
Chapter
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Gene Rooks, Director
Space Coast Chapter
Accounting Instructor |
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Gene Rooks
Gotha, FL (W. of Orlando)
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| 10/06/2008 9:20 PM |
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Keith, try this. Go to the People section and
if they are showing active click the choice to delete them. It will
not actually delete them, since they have transactions, but it will put them in
the inactive members list. Have you doublechecked their Individual
Unit Value Ledger to be sure all dollar and unit amounts are zeroes
out? Gene Rooks, Space Coast
Chapter
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Gene Rooks, Director
Space Coast Chapter
Accounting Instructor |
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IRA SMILOVITZ
Leonia, NJ
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| 10/06/2008 9:24 PM |
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Prepare a individual member ledger report and confirm that the members' units are truly 0 and not some minuscule fraction. If you used the two-step withdrawal procedure, check that you completed the payout step of the withdrawal.
Ira Smilovitz
In a message dated 10/06/08 21:00:26 Eastern Daylight Time, toolshed@stockcentral.com writes:
We lost two members recently--full withdrawals. Their names do not appear on reports but when I open the "Record Member Deposits" page their names are still there. I do not see any place on the "Edit Member Profile" page to inactivate them. How should I do this or have I already done it with the payout process and just have to live with their names on the deposits page?
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IRA SMILOVITZ
Leonia, NJ
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| 10/06/2008 9:24 PM |
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Prepare a individual member ledger report and confirm that the members' units are truly 0 and not some minuscule fraction. If you used the two-step withdrawal procedure, check that you completed the payout step of the withdrawal.
Ira Smilovitz
In a message dated 10/06/08 21:00:26 Eastern Daylight Time, toolshed@stockcentral.com writes:
We lost two members recently--full withdrawals. Their names do not appear on reports but when I open the "Record Member Deposits" page their names are still there. I do not see any place on the "Edit Member Profile" page to inactivate them. How should I do this or have I already done it with the payout process and just have to live with their names on the deposits page?
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Keith Hoile
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| 10/06/2008 9:34 PM |
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Thanks, Ira and Gene, for the helpful response. All is well in our accounting software after I followed your recommendations.
Keith Hoile
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