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a

This list should cover most of your questions about using bivio.

If you don't find what you need here, you can find additional information by searching our public message boards. Just enter the term(s) you are searching for in the search box at the top of this page.

If you still have questions after you search, just email them to: support@bivio.com

a

About 1099's
Account Detail
Account Summary
Account Transactions

AccountSync, Introduction
AccountSync, Brokers
AccountSync, Brokerage Pricing Differences
AccountSync, Identifying Transactions
AccountSync, Setting Up
AccountSync, Updating Your Password

Adding Members And Guests
Administrative Tools
Advanced Payments
AIRR
Amending 1065 Tax Returns (IRS Link)
Audit, Form (pdf),(doc)
Audit, How To Do One

b

Balance Sheet Report
Before You Invest
Benchmarking Your Portfolio
Beneficiary Forms
bivio Bucks
Bounced Check Entries
Buyout of Withdrawing Member

c

Capital Gains And Losses Report
Change User Preferences
Changing Privileges
Changing Treasurers
Checking Cost Basis
Club Cafe
Club Configuration
Club Home Page
Club Info
Club Meeting Meeting
Club Roster
Cookies
Commodity ETF's
Correcting Your Records - Cash Balance
Correcting Your Records - Number of Shares
Cost Basis Reporting
Creating New Accounts

d

Deleting Transactions
Disbanding A Partnership
DRIP's and Automatic Dividend Reinvesting

e

Editing Opening Balances
Editing Transactions
Enabling Cookies In Your Browser
Email Address, Updating
Equality (video)(pdf)
Expense Allocation Methods
Expenses (video)(pdf)
Expenses, Reimbursement (video)(pdf)
Expenses, Separate Contributions For (video)(pdf)
Exporting Club Data

f

Fees (video)(pdf)
Files
Font Size

i

Importing ICLUBcentral Accounting
Income And Expense History Report
Income Statement Report
Investment Detail
Identifying Investment Lots
IRR (pdf)
Investment Performance Detail Report
Investment Performance Report
Investment Summary
Investment Transactions
Investment Transactions (video)(pdf)

k

K-1 Instruction Page (2011)

l

Lawsuit Settlement Checks
Lot Identification

m

Mail Message Board
Member Contributions and Withdrawals Report
Member Detail
Member Performance Detail Report
Member Performance Report
Member Payments
Member Payments, Entering (video)(pdf)
Member Status Report
Member Summary
Member Tax Allocations Report
Member Transactions
Member Withdrawals, Entering
Member Withdrawal Report
Member Withdrawal Summary
Multiple Officers

o

Operating Procedures, Sample
Orientation To Investment Club Accounting
Out Of Pocket Expenses

p

Password, Forgot
Partnership Agreement, Sample
Penny Payments
Performance Benchmark Report
Price Database
Printing
Privileges
Problems Importing ICLUBcentral Accounting
Public Access

r

Reconciling Your Records (video)(pdf)
Registering A Club
Reorganization Cost Basis Adjustments
Reports-Overview

s

Site Security
State Tax Requirements
Suspense Account
Switchover Date

t

Taking Members Offline
Tax Allocation Methods

Taxes



Tax Id (EIN)
Ticker Research
Transactions
Transaction History Report
Transaction Ledger Report
Transaction Limit
Transaction Lists

Treasurer Training
Part 1-An Orientation To Investment Club Accounting
Part 2-Monthly Treasurer Tasks
Part 3-Non Monthly Treasurer Tasks

Treasurers Report (video)(pdf)

u

Unidentified Credits and Debits
Unit Value
Unlisted Investments
Updating Pricing for Unlisted Investments

v

Valuation Date-Overview
Valuation (NAV) Report

w

Withdrawals: