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  1. 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.

    9 votes
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      2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Total sales on financial

      Add total sales and pending sales on financial transactions.

      Currently there is no total calculated and we need to do it manually.

      Also, have a feature where we can submit a proposal and have selected users vote on a proposal and to select which group can submit a vote. This could be used for membership committee nominations or vote on an idea.

      1 vote
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        0 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.

        1 vote
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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".

          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 →
            • 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 →
              • 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…

                10 votes
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                  2 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

                  2 votes
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                    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Automatic refund with Stripe

                    I would like Automatic Refunding to be implemented for Stripe.

                    1 vote
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Bulk Creation of Invoices

                      We use the import feature to import members as a group. Unfortunately we have to manually create their invoices. We need wild apricot to generate an invoice for the member when their imported.

                      2 votes
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                        0 comments  ·  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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                          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…

                          1 vote
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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!

                            17 votes
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                              Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Flexible currency choices for events

                              I host events in different countries I would love to be able to flip the currency choice on my event without changing the whole site or having to use other pay buttons and loose the lovely features you offer for events

                              1 vote
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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…

                                9 votes
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                                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Remain within current contact financials upon deleting an invoice or payment. Is this a bug?

                                  Is this a bug?

                                  For various reasons, there are times which arise when an invoice or payment needs to be deleted. It frustrates us that each time we delete an invoice or payment within a particular contact's financial transactions, we are consistently redirected out to the global financial page for invoices or payments, respectively.

                                  If we are editing financials at the contact level, we should be returned to that contact's financials alone. More often than not, there are still other tasks to perform within the contact. It takes a lot of unnecessary extra steps to get back to where we…

                                  3 votes
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                                    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Split membership fees between chapter and parent organization

                                    Our membership fees are split between our chapter and parent organization. I would like a feature to be able to reflect that.

                                    4 votes
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                                      5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Full-stack finance management in Wild Apricot

                                      Add a managing finances overall the organization...

                                      I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(

                                      Planned growth for coming years, etc...

                                      6 votes
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                                        3 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).

                                        49 votes
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                                          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • disable online payments for manual invoices

                                          I would like the ability to disable the member from paying online when creating manual invoices. We have instances where we prefer to have a check because of the transaction fees. The ability to choose which tender is accepted for an individual invoice would be nice.

                                          1 vote
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                                            Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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