member withdrawal
HelpRegister |
member withdrawal I am trying to withdraw a member with a combination of transferred stocks & cash. I've transferred two different stocks to the member but the transfers took place on two different days. How do I enter the withdrawal? When I first tried to enter the withdrawal I could not enter both transferred stocks on the same date because they transferred on different days & the stock price was different. I then tried to enter a partial withdrawal for the first stock & thought I could enter the other stock/cash balance through another full withdrawal option. When I entered her name to do the second withdrawal it told me she was completely withdrawn. I deleted the initial withdrawal transaction. The member is now listed on our member status but when I click on her name it does not allow me to perform a withdrawal. I don't know what needs to be corrected to properly start over! Any help is much appreciated!!! |
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