| The Member Summary is displayed when you click on Accounting
> Members. The Member Summary is the starting place
for the
entry of all
member related transactions.
From this page
officers are
able to enter deposit of payments or fees by individual
members of the club or by multiple members. To enter all other
transactions related to a member, such as a withdrawal., an officer
must first click on
the name of the specific member. This will open another web page that
will allow you to view, delete, or add additional transactions, such
as a withdrawal, related to that specific member.
Tool Bar -
The tool bar allows you to modify the Member Summary
into a Printer Friendly format, to enter group Payments
paid by one or more members, and to enter group Fees paid by
one or more members. Note: Fields marked Payments and
Fees on the Tool Bar are only visible to officers.
Member Summary -
Reports information related to each member’s account as of today's
date. Clicking on Show Withdrawn Members will cause the report
to display data relevant to all members including those previously
withdrawn.
Name -
The name of the member as entered into the bivio database. Officers
may click on a
specific member Name. This action will cause another page to
open allowing officers
to enter transactions related to each specific member.
Paid -
The dollar amount paid into the club by each member as of a given
date. This amount is inclusive of payments, fees, and withdrawals. A
negative value would indicate that the applicable member has withdrawn
more dollars from the club than has been paid in
Units -
The number of units owned by the each member as of the date of the report.
Market Value -
Total value of the account of each member as of the report date based on the
last available unit valuation.
Percent -
The value of the account of each member as a percentage of the
total value of the club as of the report date
Actions -
Allows an officer to enter payments or fees for an
individually selected member.
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