Time Based vs. Snapshot
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Time Based vs. Snapshot Hi, I've read the online help at: http://www.bivio.com/hp/tax-allocation-methods.html so I have a basic understanding of the difference between Time Based and Snapshot Tax Allocation Methods. But I'm still not sure which our club should choose. We're converting from CA, so our club treasurer is accustomed to the Snapshot method. The help file mentions that there are no partial or interim Member Tax Allocation reports available, though, for a club that chooses Snapshot. Are there any other reasons for picking one or the other? Or does it not really make much difference? Thanks. Mike Carroll Oro Valley, AZ Mike,
There really is no reason to choose the snapshop method.
Time-based is fairer to members coming in and out during the year [actually
fairer for everyone whose monthly contributions vary], and is more in keeping
with IRS requirements.
The snapshot method is left over from the days before
computers when it was much easier for treasurers to allocate, just once, on the
basis of ownership at the end of the year.
Rip West
Saint Paul, MN In traditional newsgroup discussions, the newsreader shows which message is a reply to which. The Club Cafe does not seem to support this feature. My second message in this thread was a reply to Ira's comment. Rip seems to have taken it to be a reply to his, which it was not. But I caused the confusion by not quoting Ira's message in my reply. My apologies for that. If in addition, I'm mistaken in saying the the Club Cafe does not show which message is a reply to which, then let me apologize once again, this time in advance! Mike Carroll MICHAEL CARROLL writes: > In traditional newsgroup discussions, the newsreader shows > which message is a reply to which. The Club Cafe does not > seem to support this feature. You need to click on the the "threads" button just above the word "Subject". Rob Rob, I didn't explain myself well. Suppose user A starts a thread, and user B replies to A's message. When user C comes along, she may choose to reply to either A's or B's message. The traditional newsgroup readers like Google groups have varying indentation levels in the thread view. The indentation shows which message user C replied to. The bivio reader only has one level of indentation. It shows the messages in the order (I assume) in which bivio received them. You can't tell, from the thread view, whether C was replying to A or to B. You can only tell that C's message arrived later than A's and B's. So the user needs to quote from the message being replied to, in order for the reader to be able to tell. Mike Rob Nagler wrote: > MICHAEL CARROLL writes: > > In traditional newsgroup discussions, the newsreader shows > > which message is a reply to which. The Club Cafe does not > > seem to support this feature. > > You need to click on the the "threads" button just above the word > "Subject". > > Rob MICHAEL CARROLL writes: > The bivio reader only has one level of indentation. This is by design. The system was designed for the typical investment club member who most likely had never used a threaded mail reader before. > It shows> the messages in the order (I assume) in which bivio > received them. It shows them in threaded order in threaded mode, unless you sort by date. > You can't tell, from the thread view, whether C was > replying to A or to B. You probably can't tell anyway. :-) The vast majority of users don't really get threading; this is probably one of the reasons that Google expands mail and newsgroups in a blog-style listing. We may offer this some day. > So the user needs to quote from the message being replied to, in > order for the reader to be able to tell. This is probably a good idea, esp. in long threads. Rob Rob, Thanks for taking the trouble to reply. I don't think there's a problem with your design, and agree that the traditional approach is problematic. I just got caught offguard myself, expecting Club Cafe to work one way & discovering it didn't. Mike When I click on "Threaded", why does *this* set of messages appear as part of the "Time Based vs. Snapshot" thread? -Jim Thomas Jim Thomas writes: > When I click on "Threaded", why does *this* set of messages > appear as part of the "Time Based vs. Snapshot" thread? Threaded means that the next/prev goes through each message in "thread order", but it doesn't "stop" when you get to a old/new thread. Rob > Threaded means that the next/prev goes > through each message in "thread > order", but it doesn't "stop" when you get > to a old/new thread. I know. But the first message titled "Threads in the bivio Club Cafe" is indented just as if it were part of the other message thread. |
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