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  1. 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 →
    • 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.

      2 votes
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        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Email notification for payments

        When a payment is made, can the notification go to more than one email address?

        1 vote
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          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Upload a batch invoices to apply to membership accts

          It would be nice to be able to upload a batch of invoices to be billed to members rather than having to do them one by one.

          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.

              5 votes
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                0 comments  ·  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 →
                • Field for check number

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

                  2 votes
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                    0 comments  ·  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.

                      11 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.

                        4 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".

                          4 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 →
                            • 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 →
                              • member profile financial document

                                Currently a person gets an invoice via email. That same invoice (visually) can not be recreated through their member profile or any other way. I'd like the ability for invoices to look the same regardless of how they were accessed (email, online, pdf bulk download - crossing my fingers this will be a thing soon). Make it possible for an invoice to also be downloaded through a members portal in the same format/template as the original email template. The online "financial document" system page provides inadequate information for the payee. Alternately, if the financial document system page script could be…

                                12 votes
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                                  2 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…

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

                                    At least for small organizations, I would appreciate a simple budget component to Wild Apricot. I wouldn't want too many bells and whistles, but the system already handles accounts receivable for memberships and event registrations. It would be very helpful for that to tie into a budgeting component. QuickBooks isn't feasible for some small organizations due to the cost and lack of knowledge about that software.

                                    I would want the ability to create a budget with simple customizable categories and track expenditures and revenues against the budget.

                                    This feature would help turn Wild Apricot into a turnkey solution for small…

                                    2 votes
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                                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • quickbooks export - need to map membership items to different accounts

                                      I have figured out the QB export. However, when I have a new member sign up (or a renewal), I have a basic membership fee, and the user can optionally check another box or two for additional things to pay for.

                                      When I manually view the invoice, the items selected are individually broken out.

                                      But the IIF file that is prepared to import into Quicken has the invoice item amounts broken out into the SPL records, but every item has the same QB "Account" tagged, i.e. Income:Membership. I need the base membership fee to have one Account (Income:Membership) and the…

                                      12 votes
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                                        2 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!

                                        21 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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