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Making Sure You Have Correct Valuations

Hi All,

It's spring cleaning time.

Making sure you have correct valuations in bivio is critical. Without correct daily valuations, your club and member records will not be correct. Neither will any tax reporting.

Here is a check you should do right now and on a regular basis:

1. Go to Accounting>Investments

2. Review the dates shown in the Valuation date column. If any of them are not current, you have a problem with your records that needs to be addressed as soon as possible. It means none of your member accounting or tax reporting will be correct.

If you don't know how to fix what you find, send the details to us at support@bivio.com and we'll help you determine what will need to be done.

Here's an example of the kind of thing you are looking for:

Inline image 1

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/
Follow Us on Google+

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Thanks for the tip.  All ours are current.
 
Dick
 
Sent: Wednesday, May 03, 2017 10:29 AM
Subject: [club_cafe] Making Sure You Have Correct Valuations
 

Hi All,

It's spring cleaning time. 

Making sure you have correct valuations in bivio is critical. Without correct daily valuations,  your club and member records will not be correct.  Neither will any tax reporting.  

Here is a check you should do right now and on a regular basis:

1.  Go to Accounting>Investments

2.  Review the dates shown in the Valuation date column.  If any of them are not current, you have a problem with your records that needs to be addressed as soon as possible.  It means none of your member accounting or tax reporting will be correct. 

If you don't know how to fix what you find,  send the details to us at support@bivio.com and we'll help you determine what will need to be done.

Here's an example of the kind of thing you are looking for:

Inline image 1

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe