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  1. Better admin invoice settlement ergonomics needed

    Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.

    The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).

    1 vote
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      1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Make credits more noticeable and easy to apply to payments

      Occasionally we issue our members credits when they overpay or pay online for event and then become unable to attend. The next time they make a purchase, especially if they pay online, the are unaware of the credit and do not use it. That puts us in a position to issue a refund which we would prefer not to do (because we then take a net loss on the transaction due to the PayPal processing fee).

      Is it possible for you to set up invoicing and payments to always indicate on the payment screen that the payer has available credit…

      1 vote
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        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • multiple depost accounts with Affinipay and Auto Sorting

        Integrated payment with Affinipay is good, but my organization has multiple bank accounts for separate departments of our organization. Multiple deposit accounts through Wild Apricot Payments would allow us to track our income better.

        With this functionality, choosing what payments go where would be helpful as well. For example, all event payments go to one account while membership renewals go to another

        1 vote
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          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Redeeming a discount, adds member to a group

          RE: Groups:) It would be great if this feature was available.
          When members redeem a specific DISCOUNT, they are automatically added to a specific GROUP which can be assigned by and ADMIN at creation of the discount

          1 vote
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            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Automate resend invoices/send invoice reminders

            It would be very helpful to have a way to automate re-sending open invoices via email after specified intervals (30 days, 45 days, etc.)

            5 votes
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Omit blank address lines on invoices and receipts

              Invoices and receipts - we would like the functionality to omit the blank line that is printed when there is no information in the 2nd address line. We often get requests to mail invoices. The blank line has caused some postal delivery issues.

              5 votes
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                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • choose transactions (not dates) to be exported to QuickBooks.

                I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.

                15 votes
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                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Automatically apply credits at payment screen

                  User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

                  22 votes
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                    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Single Comprehensive Itemized Income Report

                    Would like to see a more robust and comprehensive reporting feature for monthly income—something that would be sufficient to deliver to the treasurer so they can post totals to QB. For example, would like to create excel report that displays all of the invoice options and payment status options for a specific period, but in one report (membership, donations, manual invoices, fully paid, partially paid, unpaid. These would need to be itemized. I don't need the graphs, just the subtotals.

                    5 votes
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Invoice line-item export

                      I'm working on a financial report for my organization, and I'm trying to find the line-item detail for all financial transactions conducted through our site (so I can slice and dice the data to illustrate various aspects). Without this, it's not possible to resolve discrepancies in the data and close out our organization's finances.

                      I was able to download a report from "Payments and Refunds", however this only shows totals for each invoice and does not show what line items each person is paying for, so I can't break the data down fully. I also found the "Income" report under…

                      13 votes
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                        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bulk invoice print/email

                        Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

                        131 votes
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                          82 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Integration with QuickBooks Online

                          1) Integration with QuickBooks. Need to be able to download monthly in a way that recognizes existing customers and allows me to code transactions in WA according to my QB Chart of Accounts.

                          For financial data from Wild Apricot to be useful to Parent Booster USA, I have to be able to download an arbitrary number of transactions, e.g., all transactiuons in a month, for all members, them load those transactions into QuickBooks so that the download adds new transactions to the exisitng customer accounts. Downloads that create new customers each month aren't helpful. Beyond that, I'd like to be…

                          137 votes
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                            77 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Financial reports in landscape format

                            You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.

                            It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.

                            Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.

                            12 votes
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                              2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Chart of Accounts export to QuickBooks

                              An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.

                              17 votes
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                                7 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Tax (HST) on Extra Charges as an Option

                                We have a situation where we need to charge HST on our club membership fee but not on a required pass through fee from an umbrella organization. It is a required fee for members. Currently it is implemented as an extra charge but there is no control over its tax status ie applying a tax. In this case there is no HST applied to the $35.00 fee but there is for our club membership fee.

                                Can you suggest a work around?

                                It would be great to have the extra charges fields have an option to apply taxes or not.

                                11 votes
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                                  6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Volunteer credits

                                  I know that allowing redeemable discount coupons is on the wish list, but what about also acommodating volunteer credits (e.g. points or credits earned for volunteering) that could be used according to criteria established by the organization e.g. 20% off a membership renewal?

                                  10 votes
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                                    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Multiple invoice templates

                                    I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

                                    I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…

                                    88 votes
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                                      36 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Can we have an option to create and send a pdf of the invoice

                                      We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice

                                      thanks derek

                                      83 votes
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                                        38 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Provide event name on Financial documents

                                        When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.

                                        This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…

                                        8 votes
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                                          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • More flexibility in specifying tax treatments of items is needed

                                          On membership invoices, some extra charges are taxable and others not. E.g. dues and initiation fees are taxed while stock fees are not.
                                          Also some events are taxable and other events are not.
                                          While I can specify prices to be inclusive of tax and not apply taxes to entire invoices, this make accounting much more difficult.

                                          2 votes
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                                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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