Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
162 results found
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Full-stack finance management in Wild Apricot
Add a managing finances overall the organization...
I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(
Planned growth for coming years, etc...
27 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 -
Batch voiding/deleting invoices
There should be a "Void & Delete" invoice button which allows both steps to be done in one hit rather that having to Void the invoice then delete it.
Would also be a helpful feature if you could void & delete a batch of invoices. Eg invoices 1009 to 1100
24 votes -
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 -
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 -
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 -
Credit Memo for Invoice
Can this be done?
We have an event - it's cost is $450. member signs up, invoice is produced and the member pays $450. - nice and clean
Then, for a host of reasons, the cost is reduced at a later date by $80 and a refund check is issued. I want to issue a credit memo for the $80 so the member has this on their account and then we record the refund check issued and the account is back in balance.
The net revenue for this event is $370.
How can we do this?
Thank you in advance,
…
22 votes -
Discount coupons for recurring payments
I would like to see coupons that place a permanent discount on a recurring payment membership price.
To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.
Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.
Thank You
22 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…21 votes -
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 -
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 -
Importing payments from QuickBooks online
An extremely useful feature would be the ability to export payment data from QuickBooks (including the online version) into WA. Many of our corporate members pay by check, and currently we have to manually update WA to reflect those payments. That shouldn't be necessary.
19 votes -
Tax (HST) on Extra Charges as an Option
We have a situation where we need to charge HST on our club membership fee but not on a required pass through fee from an umbrella organization. It is a required fee for members. Currently it is implemented as an extra charge but there is no control over its tax status ie applying a tax. In this case there is no HST applied to the $35.00 fee but there is for our club membership fee.
Can you suggest a work around?
It would be great to have the extra charges fields have an option to apply taxes or not.
18 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 -
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 -
Refunds process
Issuing refunds is REALLY COMPLICATED and NOT INTUITIVE and needs to be simplified from both the events page AND the finances page.
16 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 -
Volunteer credits
I know that allowing redeemable discount coupons is on the wish list, but what about also acommodating volunteer credits (e.g. points or credits earned for volunteering) that could be used according to criteria established by the organization e.g. 20% off a membership renewal?
14 votes -
Provide event name on Financial documents
When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.
This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…
14 votes -
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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