How Can We Help?

Article contents

Member balances not matching with Total Benefits

When I run a Member Benefits Report and add all the amounts shown in Taxable and Tax Free components of member benefits, the total does not math the Total Benefits amount.

The Member Benefit Statements will only populate with correct figures after year end processing has been completed. Mclowd calculates profit/loss for the year in Year End processing and allocates to member accounts according to the Member Weighted Balances.