year end distribution

Karen Kraft on

How does the year-end distribution work w/ Bivio? I was
recommended to NOT do it as I closed the 2007 books before
moving to Bivio. Now, of course, unit totals are higher. In
my 1st attempt to export to bivio I had done the
distribution and for Jan AND Feb the member status gave
negative units totalling, for individual members, greater
than their distribution. Does it matter if there is no
distribution adn therfore no change to the members unit
totals?

Rip West on

Does it matter if there is no
distribution adn therfore no change to the members unit
totals?

No, it doesn't matter. Distributing units was an old holdover from NAIC philosophy, and never made sense. IClub has done away with it, and bivio never had it.

Rip West
Saint Paul, MN

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