Member Withdrawal Summary
The Member Withdrawal Summary is displayed when you click on Reports > Member Withdrawals. The Member Withdrawal Summary provides a listing of all member withdrawals processed by the club and the applicable transaction date, type of withdrawal, and the amount of the payout in either cash, investments, or a combination of both. A detailed Individual Member Withdrawal Report is available by clicking on the name of a specific member from the list on this report.
Date - The Transaction Date as entered into bivio by a club officer.
Name - The name of the club member who made the withdrawal. Clicking on the name of a specific member will cause bivio to display a detailed Individual Member Withdrawal Report related to that specific withdrawal.
Exec - The name of the club officer who entered the transaction.
Amount - The value of the cash and or stock paid out to the withdrawing member.