How to Sell Shares of a Stock Payment in Trax

Why is this important to me?

When a constituent donates stock, you may sell the shares of the stock to use the funds to benefit your organization.

Step 1: Open stock record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a stock record.

Step 2: Click Sell stock in the Explorer bar.

Step 3: Enter information in the Sell stock window.

Note: Enter the amount of shares/stock units the constituent donated in the Units sold field.

Note: Enter the low, medium, and high prices per share.

Note: Always leave the GL post status field as Not posted. Enter the date you plan to sell the stock.

Step 4: Click the Save button.


Article ID: 3349
Thu 1/28/21 5:37 PM
Fri 1/29/21 10:03 AM