Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
157 results found
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External Edit of Document Templates
It would be nice if I could create/edit forms (Invoice, Receipt, etc.) in MS Word or some other external tool and import the forms into WildApricot.
2 votes -
Invoices that all group members can see and pay
it would be helpful for our larger group memberships to all have access to invoices. not just the individual members. That way anyone with a company card could pay the invoice.
2 votes -
Schedule emailing of invoices
I wish I could schedule the emailing of an invoice. Right now, if I go into an invoice and click to email it, I have to send it immediately.
4 votes -
Be able to create PDF for Payment receipt
Provide option to send payment receipts as PDF file attachements
4 votes -
Add Attachments to Payment records
Could you add a function to be able to upload or attach a file to the payment records? This way, we could attach a copy of the deposit slip to the payment for future reference.
3 votes -
Better admin invoice settlement ergonomics needed
Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.
The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).
6 votes -
$ totals on reports
Under Payments and refunds report it should give $totals. For example if I am using it to sum up the cheque deposits for that day I can record cheque payments but have to export to excel to get a sum of those cheque payments for the day.
3 votes -
fee payment frequency
allow fee payment frequency to also occur weekly bi-weekly as well as the current monthly. This suits our customers who have members who have a cash receipt cycle relevant to those periods
2 votes -
Automate resend invoices/send invoice reminders
It would be very helpful to have a way to automate re-sending open invoices via email after specified intervals (30 days, 45 days, etc.)
23 votes -
Email Auto Reminders for Other Open Invoices
Would like options to set auto emails for open invoices other than just membership invoices. ie: events and manual invoices created when open for 30/60/90 days etc. the system should auto email the invoices again. It is too cumbersome to expect users to manually send each one.
7 votes -
Let Admins "un-void" an invoice
We ABSOLUTELY need to be able to resurrect/"un-void" invoices that have been expired. It is possible that a member mails a check and it arrives after due date, but I will honor the post mark if it is before the deadline. I want to be able to "un-void" an invoice, and not need to generate a new one.
10 votes -
Redeeming a discount, adds member to a group
RE: Groups:) It would be great if this feature was available.
When members redeem a specific DISCOUNT, they are automatically added to a specific GROUP which can be assigned by and ADMIN at creation of the discount3 votes -
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.
8 votes -
Upload check image
when marking an invoice as paid via check, there should be an option to upload an image of the check.
7 votes -
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.
10 votes -
Simplify sending out invoices
When I send out an invoice it actually gets sent rather than the page not loading and me having to retype out my email and send it.
2 votes -
Field for check number
We really need a field to record a check number when processing payments.
12 votes -
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.
2 votes -
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.
19 votes -
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 **************************
Amount 1000
AmountRefunded 0
Captured True
LiveMode False
Paid True
Refunded False
StripeCard.Last4 4242
17 votes
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