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  1. Affinipay

    We would like to have the ability to add more than one fully integrated bank account to use in our website. I would think that you would be working diligently on this NOW as it is an easy way for Wild Apricot to capture more revenue.

    4 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. member can apply discount to existing invoice

    apply a discount at checkout, and validate the discount is applicable for that items being invoiced.

    4 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Include available credits and net balance due in invoices

    The macro {AmountOwing} for invoices appears to be a misnomer. The macro does not respect any general credits available on the account, so it is only the amount owing to the specific invoice. In commercial billing it is standard practice for invoices to inform customers of any remaining credits on their account and the net balance due. Please support including available credits and net balance due in invoices.
    P.S. It appears that the net balance due is available in the macro {Contact
    BalanceAmount}. However, including this on an invoice without reference to the credits which cause it to differ…

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have AffiniPay Compute Fees At The Transaction Level

    When PayPal was our processor, their exported transaction details gave us the GROSS amount and the FEE amount charged per transaction. AffiniPay only exports the GROSS amt collected and then bills us the next month for fees. It's an accounting nightmare. We want to keep track of our income/expenses at an event level. I'm now having to manually compute the AffiniPay fees for each transaction. Ugh.

    92 votes
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    18 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. decimal seperator

    The decimal seperator for all prices is marked by ",". Therefore, when sending out an invoice of 25000, the value on the invoice reads "25,000".

    We are a danish organization, and in Denmark, the decimal seperator is "." and therefore when we send and invoice of 25,000 DKK it actually states that the owed amount is only 25 DKK.

    Is it possible to have an option where the decimal seperator will be a decimal point instead of a decimal comma?

    Looking forward to hearing from you

    Best regards
    Jeppe Zeeberg

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. I was very impressed by Wild Apricot but I was looking for a comprehensive platform also offering some basic financial management

    I need a software importing also past transaction related to donors by their unique ID, register contacts without emails, assigned resources to projects and subprojects, manage different bank accounts. In any case your personnel has been very clear and quickly responsive.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Refunds process

    Issuing refunds is REALLY COMPLICATED and NOT INTUITIVE and needs to be simplified from both the events page AND the finances page.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. change {InvoiceDetails}

    We would like to be able to edit the macro {InvoiceDetails} as this would allow us to indicate information that we would like to appear on the Authorized.com payment receipt, which is the payment method we use to process memberships and events.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tax macro for invoice & receipt templates

    It would be great to add a tax macro for the invoice and receipt template. Currently, the total is inclusive of taxes and since there is the possibility of a number of different tax rates, it would be great for customers and association to have the amount pre-tax, tax amount and if possible an indication of which tax rate, and then a total balance.

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add PayPal as payment option with Affinipay

    Several members prefer using PayPal as their payment method. It would be nice to be able to use PayPal with Affinipay.

    1 vote
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  11. 1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Future revenue report

    Would be great to run a report that aligns to a yearly budget - what membership dues are expected in the future. Right now, there are reports for when revenue has come in, but would be great if those reports could also extend out to EXPECTED revenue, for budgeting purposes. Thanks!

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability that allows finances filtered by group participation.

    there is no feature at the moment that allows finances filtered by group participation.

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow Text Formatting (Text Centering) for Invoice Template

    Allow text formatting for invoice template Personal Message in particular so it aligns to left margin (left justified) and does not auto center (center justified) in invoice email output.

    23 votes
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    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Invoices should have option for automatically added prefix

    We end up merging several sources of information into quickbooks. When our payments come in, they are obvioulsy marked with WA-xxxxxxxx, so easy to identify, and no conflicts.
    Invoices just come in as 00014, and could conflict with other input numbering schemes.
    Would be nice if invoices could be exported as WA-00014

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. 'filter all' the transactions, for a specific contact.

    I would like to be able to export to quickbooks all transactions for a specific contact

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. last 4 digits

    Please provide a way to have the last 4 digits show on a credit card used for invoices. I work in a school district and many school institutions require this to verify the payment that was used.

    5 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. A summary breakdown of charges showing a line item for each calc field choice along with total of payment due

    Our organization has at least six calculation fields for each member level. Our member forms are long and complicated with calculation fields spread throughout. It would be very helpful if a breakdown is presented to the applicant/member that shows each item and the cost of the item they selected along with the total before payment is made. Without a summary that shows each charge, it’s difficult for the applicant/member to review the charges, spot a mistake or change their mind about their selections. Many members select an item or the wrong item without realizing it until after they have submitted…

    9 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Account Statement Date Range

    When creating an account statement for a specific contact, it would be helpful to be able to set parameters for the account statement. For example, being able to see the account statement for just the last year.

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. Finance Access

    Can we have a Finance Manager please? The only way Quickbooks downloads can be run is if you have full Administrator Access which is dangerous as they have control of the database.

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