Making Sure You Have Correct Valuations

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Hi Laurie

We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club.

Can we register with Bivio and keep them seperate even though I am the contact in both clubs.

This has been brought on by the success of Sirius and new members wanted in but I had closed it to new members due to the size.

Hope you are well

Ivor

Subject: [club_cafe] Making Sure You Have Correct Valuations
From: Laurie Frederiksen <laurie@bivio.biz>
Date: Wed, May 03, 2017 8:29 am
To: The Club Cafe <club_cafe@bivio.com>

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:

Laurie Frederiksen
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