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  1. Assign income codes to financial transactions

    It would be helpful if Wild Apricot offered the option to automatically assign a certain transaction type with an income code.

    We currently add the income revenue buckets that we use to the transactions on a monthly basis, and this would save us a lot of work!

    It would be helpful if, for example, we could assign all revenue from membership dues for both new and renewing members to "4100 - Membership Income"; all revenue from monthly programs to "4200 - Program Income", and so forth.

    2 votes
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      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Upload check image

      when marking an invoice as paid via check, there should be an option to upload an image of the check.

      4 votes
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        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • hyperlink in manual invoices

        In generating a manual invoice you can not include a hyperlink to a page in your website to refer the member to for further information.
        Grant Sheehan

        1 vote
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          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Print watermarks on invoices

          Some organizations create hard copies of invoices for accounting. It would be beneficial when printing invoices to print out the Paid or a VOID watermark on an invoice.

          3 votes
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            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Income breakdown members / non-members p.a.

            Is there a way to extract income from members and non-members from all events p.a.? I can only see how to do this per event, not all. I would like to see how much income we received from our members and from non-members to include this figure in our Annual Report.

            1 vote
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Reoccuring Invoices for Vendor Sponsorship renewals

              I would like to request an enhancement request for invoicing.

              We are a non-profit information security organization (local chapter of ISSA) and every year I have to manually create an identical invoice for each vendor that sponsors up.

              The enhancement I would like to recommend is:

              1. Reoccuring invoices. This would create a new invoice 12 months after the last one, give me the ability to review it, and send it out to the vendor. And/Or

              2. The ability to clone an existing invoice. This would allow me to take an invoice I sent last year and clone it. It…

              2 votes
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                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • billing email address

                I need a way to send out billing emails to a different email address then the address used for any other events, fund raisers, and general notifications.

                8 votes
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                  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Separate ID # from Organization Name in QB Export

                  I would like to recommend separating the identifier number for each member from organization name in exports to Quick Books. The identifier does not allow for alphabetizing of organizations or ready merging with accounts that exisit in QB.

                  1 vote
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                    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Field for check number

                    We really need a field to record a check number when processing payments.

                    4 votes
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                      1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Dashboard posting of aging receiveables

                      On dashboard page have aging receivables dollar amount posted.

                      1 vote
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                        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Don't Display Incorrect Payment Instructions on Profile Page (Bug Fix)

                        When there are outstanding invoices, the profile page displays the General payment instructions (from Settings / Finance / Payment settings).

                        But some invoices may have different payment instructions, specified either in the event or membership instructions in that setting, or in the specific event.

                        Nevertheless the profile page displays the General payment instructions, which may be incorrect. So the member can send a payment to the wrong place.

                        I recommend that If any of the outstanding invoice(s) have custom or different payment instructions, do not display the General payment instructions. Instead, say "Click invoice for payment instructions."

                        I suggest that…

                        1 vote
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                          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Aging receivables report improvements

                          It would be helpful to have the invoice number show up on the Aging Receivables Report. It could be a separate column by the contacts name and organization. That would eliminate the need to click on the contact's name to find the open invoice in their account.

                          12 votes
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                            2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Consolidated Invoice to Non-Member/Contact

                            We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.

                            In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.

                            This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.

                            5 votes
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                              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Sage Accounting

                              Can you have WA sync with Sage Accounting?

                              3 votes
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                                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Generate a 990 EZ form from your financial data

                                The 990 EZ is an IRS form for exemption from income tax. Filling them out is a lot of work. How about an option to generate a 990 EZ draft, filling out some of the fields based on the year's annual revenue, sales, company name, tax ID, donations, etc...just anything to reduce the pain point of this monster document. If you need to have a message box alert that says something like "Its your responsibility to ensure the accuracy and this is only a draft to help you get started with your local accountant".

                                5 votes
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                                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Export Finance Audit Log to Excel

                                  Currently there is no way to export the Audit log. We need the fianancial transaction IDs recorded by payment gateways so that they can be reconciled on the payment gateway.

                                  Here's a list of the Stripe details that should be exported

                                  ChargeId ch_1AQhPvBERWAb08kz1AUdKPxQ

                                  BalanceTransactionId txn_1AQhPvBERWAb08kzXH3Ol0qY

                                  Currency cad

                                  Description Invoice #31070707.646846: Donation

                                  ReceiptEmail alex@newpathconsulting.com

                                  Amount 1000

                                  AmountRefunded 0

                                  Captured True

                                  LiveMode False

                                  Paid True

                                  Refunded False

                                  StripeCard.Last4 4242

                                  5 votes
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                                    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Online Payment pulls ALL invoice amounts

                                    Online payment issue: My my members are finding that their whole balance shows in Pay Pal (all events etc- EVEN THOUGH they have seleced INVOICE ME on some of these these) when trying to purchase one small item (in this case a $30 shirt). This has not happened in past years. Yes, I've just found out that they can log in and uncheck invoices but HOW would they know that and WHY should they have to??? They already selected INVOICE ME. If there is a way we can reset payments please fill me in. We pay a fee to use…

                                    3 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.

                                      4 votes
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                                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Improve void invoice workflow

                                        When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

                                        At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

                                        22 votes
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                                          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add user ID as account number

                                          We have hit a road-block with our credit union.
                                          As we were attempting to set up online payment so that members cold pay directly from the Credit Union (vs. using PayPal), our CU informed us that we need an account # on the invoice.
                                          When we are creating the invoice, it shows the user along with their user ID#
                                          However, when the actual invoice is created, the system drops their ID # and only shows their name.
                                          If we could have this ID# printed automatically on the invoice as their Account number, then this would satisfy the requirements to having…

                                          2 votes
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                                            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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