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Payments and Fees
Thanks for everyone's input. And I certainly wouldn't go back and change anything prior to this year. Someone wrote that they didn't know why anyone (treasurer) would worry about when and how much someone paid. When you have only ten members and the minimum required ...
1 message
payments and fees
I am the treasurer of our club which is 14 years old and just learned that I am probably using this software incorrectly. Prior to 09, we used NAIC accounting software. We are a small club of ten ladies. The only expenses we have are ...
9 messages
fees
Hello, I have recently learned about 'fees' in bivio. In my club I am not the administrator or treas. In the Help menu there is no subject -fees- so I am wondering how a member can get detailed info on the topic. I went to ...
2 messages
Petty cash
I am the original person who asked about setting up a petty cash account. Several others have asked what we would use the money to purchase. The purpose of the petty cash account would be to purchase misc. office supplies - stamps, envelopes, a binder ...
1 message
sub accts
Hello Rip, Thanks for your comments, and I learned something. You are right about how we used I-Club's petty cash. I joined my group in 1998 but it was formed in 1994 so the CPA that was my mentor taught me to do the accounting ...
1 message
petty cash
Hello all, I would like to make a brief comment on what my club does with its petty cash and account (ours now is virtual, and I'll explain). I have read all the posts so am familiar with the current discussion and will not reference ...
2 messages
Petty cash
Our club has not had a petty cash fund, but would like to start one. I would like information on how to get started - What is the source of the money that goes into petty cash? Is there a standard amount that is usually ...
10 messages
Tax software dealing with options
Is there any tax software available from Bivio that allows the club to deal with the tax consequences of options buys, sells, exercises, and premiums?
2 messages
Prospective members and access to bivio
Is it recommended to give prospective members access to our bivio site - before they join? Thanks,
2 messages
removal of social security numbers
The members of our club are concerned about the security of our social security numbers. Is there a way to remove our SS numbers from our bivio site??? Elnora Hutchinson, treasurer, Bright Visions Investment Club,
14 messages
Unrecognized Member Payment
Has anyone had a member's check show up as an unidentified deposit? We use the penny method and have never had a check go unrecognized. Thanks all.
2 messages
State of Tennessee
We are forming an investment club and we are green as the spring grass. wondering if anyone knows what we need in the state of Tennessee to be legal. is there a site that list the requirments for each state. Thanks in Advance Dwayne W ...
4 messages
A couple questions to veteran clubs
Hello all, Kind of new to the scene with investing as a club, I have a few ?'s if anyone can help. -If a member decides to quit the club what is the best way to "cash out" that individual? - Do other groups find ...
5 messages
Member Performance
Does the Average Annual Return on the Member Performance page include the partner's share of club expenses? The detail page shows payments and fees but not expenses. John
2 messages
Expenses & Dues
What do people do about expenses and dues? Should we keep a seperate spread sheet? We do not want the expenses and dues used when figuring the valuation. I hope I'm explaining this correctly!
6 messages