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  1. 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 →
  2. 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.

    13 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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".

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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.

    6 votes
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    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Post date option on invoicing macro.

    Ability to create invoices using macro function. For example create and email invoices on May 15, but have invoices dated June 1st for purposes of importing into QB.

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add purchase order numbers to invoices

    Hello,
    We are seeing more of our members introduce a procurement process which involves the use of purchase order numbers that need to be referenced on our invoices to facilitate payment. Is this something that Wild Apricot is aware of and do you have any plans to update the platform to enable purchase orders to be added to invoices once they have been received?
    Within that many of these systems require invoices to be emailed to an "accountspayable" email address as an attachment. At the moment the only way we can send an invoice as an attachment is to copy…

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Transfer GST

    Have GST transfer to QuickBooks and more information transferred from the Online Payments to Monersis (POS) reports so we can cross reference transactions when doing the bank reconciliations.

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. Financial Reset to Zero Option

    Our payments for invoices and event fees are paid by either cheque in the mail, cash at the events, or sometimes by Visa on line.

    As our organization is volunteer, the recording of all payments is kept in an excel file, as it has been to laboursome for our volunteer administrators to spend the time to update all that info into the Wildapricot system.

    Ya.. I know.... But we are trying to get better at that.

    Our memberships go from Feb to Feb with a reset on annual membership.

    Because of this, it does not matter to us what happened…

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow to settle a refund from within refund details page

    Every time I do a refund, I then need to click "back" to get to a "Settle" button. Why not just show it on an unsettled refund details page? See example image...

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. Comments Section for Deleted Invoices

    Add a comments section for the audit log when an invoice is deleted

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. Manual invoices with different product and services

    would be useful to have different product or services to add to invoicing. Member may use other services (not necessary events) and Club should have the opportunity to invoice it with option for payment conditions. (transfer, direct debt, card or paypal, for example)

    4 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow a manual invoice to be flagged as a membership invoice.

    When a member has come out of sequence on billing, requires a billing adjustment, or when a member attempts to pay many sessions in advance, it is often necessary to manually adjust that member's membership term and to issue a manual invoice to reflect that adjustment. Unfortunately manual invoices for membership do not show up in the Income Report as membership related income.

    This proposal is to allow an administrator to flag an invoice as membership related so that it will properly show up as membership income for the Income Report.

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. Recording multiple payments

    When recording multiple payments, have the ability to get back to the list with one key stroke. I go back to Dashboard, then back to finances to record the next payment. There has to be an easier way.

    4 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Download only paid invoices into Quickbooks for Cash based accounting

    I would like to download only those payments that I have received for invoices into quickbooks instead of all invoices which unpaid invoices are treated as A/R. I have some members who may decide not to renew so they don't pay the invoice, so I have to go back to my QB to void the invoice--extra work I don't always remember to do! Downloading only those paid invoices gives me only cash basis accounting instead of accrual.

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Manual Invoice Dates assigned by Date Range

    The system should be able to assign a Manual Invoice an Invoice Date of my choosing. The configuration would be:

    Begin End Invoice Date
    25-Dec 25-Jan 25-Jan + current year
    26-Jan 24-Feb 24-Feb + current year
    25-Feb 26-Mar 26-Mar + current year
    27-Mar 29-Apr 29-Apr + current year

    As an example if I am creating a manual invoice on 1/15 they system would the use Jan 25th as the invoice date on the manual invoice.

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. have some sort of flag that could be used for invoices, ie a check box or color

    If we could have a color to show the difference between paid invoices, processed invoices ie invoices that we have actioned or transferred to our accounting package. At the moment we transfer Paid invoices from WA to the accounting package and have no idea when looking in WA which ones have been done and which haven't. Another package we used to use had color coding which was very helpful.

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. Invoice Details - Comments for Payer BOX

    Box is limited to 200 characters - suggest increasing to 300 AND installing a counter so we can see where we're at.

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