Remove Members
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Remove Members We have a couple of members who want to withdraw from the club. The remaining members have decided to buy out their portion with cash to save broker fees for liquidating shares. How do we deal with this in the member roster and accounting? I also don't see any way to remove a member from the roster. The withdrawal section seems to refer to withdrawing funds rather that withdrawing club membership. Joel Baker writes: > We have a couple of members who want to withdraw from the > club. The remaining members have decided to buy out their > portion with cash to save broker fees for liquidating > shares. How do we deal with this in the member roster and > accounting? You enter a withdrawal for the departing member. The members "buying out" are contributing more capital, which you enter as a normal payment. > I also don't see any way to remove a member from > the roster. The member will not be shown uless you click Show Withdrawn. You need to leave the member in the accounting of the club forever. > The withdrawal section seems to refer to > withdrawing funds rather that withdrawing club membership. When a member withdraws all their funds, our software ends their membership. You are given a choice whether to continue to allow them to have access for sometime while still giving you the option to take them offline when you would like to end their access. Also, I recommend you read the following articles: http://www.bivio.com/trez_talk/mail-msg?t=5119000003 http://www.bivio.com/trez_talk/mail-msg?t=241800003 http://www.bivio.com/club_cafe/mail-msg?t=28347400003 And the following help topics: http://www.bivio.com/hp/member-transactions.html http://www.bivio.com/hp/member-withdrawal-report.html http://www.bivio.com/hp/taking-offline.html Cheers, Rob |
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