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162 results found

  1. 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.

    7 votes

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    4 comments  ·  Finances  ·  Admin →
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  2. 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!

    32 votes

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    1 comment  ·  Finances  ·  Admin →
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  3. 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…

    13 votes

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    3 comments  ·  Finances  ·  Admin →
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  4. 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  ·  Admin →
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  5. 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...

    3 votes

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    0 comments  ·  Finances  ·  Admin →
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  6. choose transactions (not dates) to be exported to QuickBooks.

    I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.

    24 votes

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    0 comments  ·  Finances  ·  Admin →
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  7. Standard Invoice Items

    I would like to be able to create standard Invoice Items and then be able to report on those items in total -
    so I can get financial revenue totals by item for a period

    6 votes

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    2 comments  ·  Finances  ·  Admin →
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  8. 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).

    73 votes

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    13 comments  ·  Finances  ·  Admin →
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  9. Single Comprehensive Itemized Income Report

    Would like to see a more robust and comprehensive reporting feature for monthly income—something that would be sufficient to deliver to the treasurer so they can post totals to QB. For example, would like to create excel report that displays all of the invoice options and payment status options for a specific period, but in one report (membership, donations, manual invoices, fully paid, partially paid, unpaid. These would need to be itemized. I don't need the graphs, just the subtotals.

    7 votes

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    0 comments  ·  Finances  ·  Admin →
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  10. Comments Section for Deleted Invoices

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

    5 votes

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  11. group billing

    Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

    54 votes

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    17 comments  ·  Finances  ·  Admin →
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  12. 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

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    1 comment  ·  Finances  ·  Admin →
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  13. 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

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    0 comments  ·  Finances  ·  Admin →
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  14. 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

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    1 comment  ·  Finances  ·  Admin →
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  15. Automatically apply credits at payment screen

    User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

    49 votes

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    17 comments  ·  Finances  ·  Admin →
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  16. Mark multiple invoices as paid at one time/Batch payment recording

    It would be helpful to have a check box for all invoices so that multiple could be selected and marked as paid without having to open each individual invoice.

    20 votes

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    13 comments  ·  Finances  ·  Admin →
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  17. 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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  18. 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.

    9 votes

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    3 comments  ·  Finances  ·  Admin →
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  19. 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

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    1 comment  ·  Finances  ·  Admin →
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  20. Allow for Including just Invoice Number in Receipt Customization

    It would be great if when customizing the payment receipt template, I could use a macro such as {InvoiceNumber}, which is not available. Caused a real issue for a client who sends tax receipts in Canada, because this is a CRA requirement.

    4 votes

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    0 comments  ·  Finances  ·  Admin →
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