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  1. 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.

    69 votes
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      Collecting comments  ·  53 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…

      65 votes
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        Collecting comments  ·  26 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Custom Reports/Full Transaction Data Extract

        What I'd love to see is a simple way to export all of my transaction data. It should include every transaction recorded for event registrations, memberships, renewals, donations, refunds, etc. Then I can create my own custom reports with another program (Excel, Access) and all I would need to do is update my report data source with a new daily or weekly export from WA. Alternatively, the ability to custom design my own reports within Wild Apricot would be nice too. For example, using a drag-and-drop interface I could create my own pivot table reports like in Excel.

        52 votes
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          20 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

          We have started development of the feature. At the moment we decided to focus on ivoices and payments exports and add
          – More contact details
          – Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
          – Payment date to invoices
          Some other minor changes.

          We’ll keep you updated on progress

          Oleg, Product designer @ Payments team

        • Customization of Financial Reports

          Hey. I have seen that there is progress for the integration with quickbooks which is amazing, but in order for our finances to get figured out I need to be able to generate reports with the attendee, email, organization, event, payment date, amount, and payment type. The closest I can see it exporting the attendee reports from each event and then combining them.

          If we could edit the level of detail that the finance reports show, that would be ideal

          47 votes
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            13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Need transaction description to go to PayPal

            Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

            46 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…

              45 votes
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                Collecting comments  ·  21 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

                30 votes
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                  Collecting comments  ·  7 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

                  Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…

                  27 votes
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                    Collecting comments  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Provide event name and membership level details in invoices

                    Currently, there is no way to report on financial transaction details in WA. I need a way to report by transaction - which event, what membership level, etc in Excel. Currently, the only way to determine this is to export a QuickBooks file and either open in Excel or import into QuickBooks. PLEASE add more financial reporting that gives details of each transaction (opposed to just saying Event Registration or Membership). This is crucial for bookkeeping because we track each transaction by type.

                    26 votes
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                      18 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Import of historical financial transactions

                      From a client message to tech support:

                      ===

                      Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

                      23 votes
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                        Collecting comments  ·  14 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Mark invoice as already emailed

                        There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

                        22 votes
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                          4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Bulk send invoice reminders (manual or scheduled)

                          Hello,

                          I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

                          I'd appreciate any guidance on how to do this.

                          Thank you

                          Dale

                          21 votes
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                            Collecting comments  ·  16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Access to income report detail/Drill down reports

                            When I create a monthly income report, I get aggregate figures for events and membership types. I would like to be able to create a monthly report, and then be able to see all the transactions that went into that report. I don't find a way to do that. I CAN get a list of transactions for a certain time period, but that screen is limited to 50 per page. A very annoying limitation. I would like to see them all, and have them in a searchable file, which I could also download.

                            Mark Rougeux

                            21 votes
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                              Collecting comments  ·  11 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • finance reports need a detail field

                              So I sell a membership and that person also bought a map and made a donation. When I create the invoice, the membership automatically shows up. I can add a line for the map. If I add it first in the donations tab before creating the invoice, the donation will also automatically be added to the report.
                              BUT when I download a list of the payments for that day, I get one entry for that person (the membership) with the total amount paid. I need the membership to show on the report separate from map.
                              The lack of Detail for…

                              20 votes
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                                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Multi-currency

                                We have members in different countries (US, Canada, Europe, and beyond);

                                It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).

                                19 votes
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                                  Collecting comments  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Adding event title to invoices that related to an event

                                  I've found frustrating is that in any list of invoices, the event (or events) that the invoice pertains to isn't given. The only information is "Event registration", which isn't too specific. A user can click into each invoice to look at it, but when managing a large number, this can be very time consuming.

                                  Thanks.

                                  17 votes
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                                    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Income Reporting by the category

                                    Be able to export income received by the category they paid (dues vs events)

                                    17 votes
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                                      Collecting comments  ·  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 16 votes
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                                        4 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!

                                        15 votes
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                                          Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Discount coupons for recurring payments

                                          I would like to see coupons that place a permanent discount on a recurring payment membership price.

                                          To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.

                                          Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.

                                          Thank You

                                          13 votes
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                                            Collecting comments  ·  14 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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