Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
157 results found
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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.
6 votes -
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 -
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)
5 votes -
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.
5 votes -
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.
8 votes -
Mark invoice as already emailed
There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?
47 votes
Team Payments
responded
Due to priorities shift we had to put this issue on hold.
We’ll post any updates as we have themOleg, Product Owner @ Payments crew
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Event and Membership Taxes - We need to be able to charge different taxes for events and memberships
Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…
52 votes -
Full refunds for fully settled transactions
Please improve the refund process.
We take credit cards for attending our events. If a person later cancels and a refund is approved, it becomes quite confusing to record the transaction correctly. First, I find the item. Then I go to the 3rd party processor (not PayPal) and set up the refund to the credit card. Then I return to WA. I can locate the paid invoice, cancel settlement and refund the total amount. I do not see a button labeled Refund as described in the Help text, so I Save instead. Under Payments & Invoices, the original transaction shows…20 votes -
Create a process to write off bad debt
There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…
28 votes
Evgeny Zaritovskiy
responded
consider also voting for “credit memos” – http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827036
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Block/make private financial details from some administrators
While we give some members administrative rights, it would be good to have the option of blocking financial data from administartors
6 votes -
have a clear 1 page report that shows the name, event, amount paid, & address of the attendee.
If I need to send a refund to someone (via a check), I have to print a page with their name, address, and amount they paid for our bookkeeper. The way the system is currently set up, I have to capture a screen shot to get all this information on 1 page to print.
15 votes -
Event Registration to NOT create invoice
We are not using the financial components of WA and do not want event registration to create an invoice.
11 votes -
Allow admin to record membership recurring payment starting from next renewal period
This may be specific to auth.net which we use. If one wishes to start recurring payments the apricot/auth.net process requires the initial payment to be made at the time the recurring payments are launched. We have run across multiple instances where we wish to start recurring payments at some point in the future but not credit the member's cards now. For instance we just had a case where someone had recently paid to join via check but for future payments wished to pay by credit card; Our alternatives are for the member or ourselves to remember to set up recurring…
8 votes -
Member Finance Profiles
I am not thrilled with the way invoicing and financial transactions, including multiple payments and refunds, show under a member's record. It can be a little disjointed. It would be better if it was listed more like it would look in an accounting software as a full transaction list. For Example:
10/27/14 - Invoice - Membership Renewal - Silver Level - $200
10/28/14 - Payment - Membership Renewal - Silver Level - $200
10/28/14 - Invoice - Newsletter - Monthly Newsletter - $100
10/29/14 - Refund - Membership Renewal - Silver Level - $50
10/30/14 - Payment - Newsletter -…3 votes -
MYOB integration
It would be fantastic for Wild Apricot to integrate with MYOB as it does with QuickBooks. Thank you!
11 votes -
Bulk invoice print/email
Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.
197 votes -
Multi-currency
We have members in different countries (US, Canada, Europe, and beyond);
It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).
51 votes -
Financial reports in landscape format
You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.
It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.
Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.
17 votes -
Accounts Receivable Report for selected period
The AR report only provides the current picture. If I do not remember to run it on the last day of the month it must be contrived by deleting any income and invoices. Enabling this to run for a selected period just like all the other reports would provide for correlation/proofing with our books and allow for historical comparisons that tell us if our collections are improving/lagging/meeting our goals.
26 votes -
Chart of Accounts export to QuickBooks
An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.
22 votes
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