How do I create a patronage stock account?

This article will demonstrate how to create a patronage stock account in Traction.

 

1.  Click on the Dashboard button at the top of the screen and select Accounting.
2.  Click on Chart of Accounts in the left tab of your screen.  Scroll down to Other Long Term Assets and click on the arrow to the right of  Details.  Then select Add Account.

 

3.  Fill in the details of the Patronage Stock and click on Save & Close to add the account to the Chart of Accounts.
4.  The Patronage Stock will now appear in the Chart of Accounts.  Click on the arrow to the right of Details to edit the account information.