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  1. need different receipt for membership/event

    It appears that we have 2 customizable receipts:

    Payment receipt

    Donation receipt

    However, we would like to give different wording on receipts for membership versus events. Our memberships are tax deductible, so we need to include our non-profit, tax deductible blurb on that receipt. But it could be confusing for someone who pays for a class, as those payments are not tax deductible. Any chance for help on this?

    9 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Round up to nearest whole number for prorated fees

    is there anything in the works for rounding up prorated membership fees? We would really appreciate it, as we have several members paying in cash, and our currence (Swiss Franc) doesn't use "cents" anymore.

    thanks much.

    Int'l Women's Club of Lucerne

    5 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Shortcut to send payment receipts from invoice details screen

    After an invoice is paid, if we click on 'E-mail' it still generates an invoice asking for payment. Can this be changed to send a receipt instead?

    5 votes
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    4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option to Remove "(USD)" Next to All Dollar Amounts, etc.

    Greatly respecting our Canadian friends (and owners), nevertheless -

    We are a local club in the U.S. It's unnecessary clutter for us to show (USD) next to every dollar amount.

    Is the currency abbreviation shown for all other currencies? Surely it's unnecessary clutter to show (EUR) when € is displayed, or (GBP) in addition to £.

    Could we please have a checkbox to remove the three letter designation?

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Invoice improvements

    I'd like to see two changes to the invoice form:

    1. allow changes to the item. the best way to do this would be to allow a pull-down so that the membership level (or whatever) can be changed. People do make those changes and this allows the change to be made easily and to have it connected to the financial transactions. Without this option, my experience has been that it's a convoluted process to change their membership level.

    2. insert a quantity. Sometimes people want to renew for more than one year, and the invoice does not allow this.

    How…

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Numbers payments receipts

    Good day,

    Is there a way for manual payments (offline) to have the consecutive number added to the email receipts?

    This is the only thing holding up our organization from using wild apricot 100% for all our billing.

    Our finance people require this or they can't accept it.. Invoicing does it already, it should be too hard to make it happen with payments.

    Thanks

    Nick

    6 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to Report Membership Income by Membership Year

    Our finacial reports require disclosure of dues paid for future membership years based on membership expiration (e.g., renewal) date. Many of our members pay dues for several years into the future. It would be great if there were an option on the income report to show either the summary totals by membership year or optionally list the detail along with the total.

    5 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Automatic invoices for admin-initiated membership level changes

    When a member opts to change membership level the system automatically generates an invoice.

    However if the member sends in a cheque so that one of our admin staff does the membership level change, no invoices are generated automatically.

    We have a stripped down free member level that we hope encourages people to become paid members, however, the workflow as it stands now makes it very easy for our admin people to just miss the invoice step so that the member will never be charged the new rate.

    I'd like to see invoices automatically generated for membership level changes (if…

    6 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. Income Forecast Report

    I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.

    This will allow for better budgeting.

    Maybe even a yearly graph so we can see which months we will not see much income from renewals.
    This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.

    I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.

    Thanks

    David

    3 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Limiting discount codes

    In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).

    Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…

    6 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. When paying invoice in full, copy internal notes to payment record

    Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.

    2 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Filter income report by member/contact record attributes

    One of our clients has a setup where each member is coded with a branch (a custom field).

    What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).

    A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.

    (See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )

    I would appreciate comments and votes from other clients so we can evaluate and prioritize…

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

    2 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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