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Got Questions?

Do you have questions about expense entries, advanced payment entries, withdrawal entries, how to reimburse a member with units and other non-routine tasks?

You come to us most often with questions on these things. You don't do them often, and they are a bit more complex than your regular monthly tasks.

Join us this Sunday, June 5 at 4PM Eastern time for a webinar and learn more about what you need to know when you are faced with them. Bring your questions and you'll be able to discuss them with us live online!

The webinar is free and all are invited but space is limited so don't wait too long.

Non Monthly Treasurer Tasks - Register Now!

Laurie Frederiksen
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I missed this useful webinar. Is a recording available?

Yes. You can find a recording and the presentation posted here:

Non-Monthly Treasurer Tasks

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

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

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



On Tue, Jun 7, 2016 at 9:42 AM, Anita S Widmayer <aswidmayer@gmail.com> wrote:
I missed this useful webinar. Is a recording available?

Hi Laurie,  I am sorry that I missed the June 5th webinar regarding accounting for expenses. I actually have seen some to the power point presentation when searching for answers, but I do have a dilemma with my club.  

The members have a fixation that our yearly luncheon be paid from the club cash that is in our money market account.  It seemed simple enough by entering the cost of the meal as a non deductible expense.   When one member became sick and couldn't attend she was given a check in the amount of cost per member.  I know it is not recommended.  Should I just put my foot down and say it cannot be done? Thanks.  Liz


On Tuesday, June 7, 2016 7:45 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:


Yes.  You can find a recording and the presentation posted here:
Laurie Frederiksen
Invest with your friends!
www.bivio.com

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

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


On Tue, Jun 7, 2016 at 9:42 AM, Anita S Widmayer <aswidmayer@gmail.com> wrote:
I missed this useful webinar.  Is a recording available?



Hi,

There is a reason we tell you not to pay expenses that don't apply to all members of the club with club checks. There is absolutely no benefit in doing so and it can easily cause complications in your accounting. Unless your members have training in being the club treasurer, I'm not sure why they should dictate how this should be done.

In this case, the easiest way to handle this is to add the amount of the check you gave her to the total you are entering as an expense for the meal. You can document what happened in the remarks field for the expense entry.

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

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

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



On Mon, Jun 13, 2016 at 12:02 AM, Liz Schambach via bivio.com <user*16341100001@bivio.com> wrote:
Hi Laurie, I am sorry that I missed the June 5th webinar regarding accounting for expenses. I actually have seen some to the power point presentation when searching for answers, but I do have a dilemma with my club.

The members have a fixation that our yearly luncheon be paid from the club cash that is in our money market account. It seemed simple enough by entering the cost of the meal as a non deductible expense. When one member became sick and couldn't attend she was given a check in the amount of cost per member. I know it is not recommended. Should I just put my foot down and say it cannot be done? Thanks. Liz


On Tuesday, June 7, 2016 7:45 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:


Yes. You can find a recording and the presentation posted here:
Laurie Frederiksen
Invest with your friends!
www.bivio.com

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

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


On Tue, Jun 7, 2016 at 9:42 AM, Anita S Widmayer <aswidmayer@gmail.com> wrote:
I missed this useful webinar. Is a recording available?