Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
165 results found
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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 -
Situations and scenarios for not using financial module
In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.
New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…
6 votes -
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 -
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?
6 votes -
Exclude voided line items from QuickBooks Online invoice export
The line items export for QuickBooks includes line items from voided invoices. It would be great if there was a way to exclude these voided line items from the export file.
5 votes -
Add the event id to Affinipay
The event title is added to Affinipay but is not a unique identifier for our org because we often tweak the title during registration period. We add "Sold out" or "Only 2 spots left" etc so this removed the event id as a unique identifier. Adding the event id to Affinipay would solve this and make reconciliation between WA and Affinipay much less time consuming.
5 votes -
Restrict Deleting Invoices to Account Administrators
Invoices once raised should not be deleted. Given there may be multiple event organisers who then have access to raise invoices, there is a potential audit / probity issue around cash receipts if an invoice can be deleted. Very rarely is there any need to actually delete an invoice. Voiding and/ or refunding is quite adequate and maintains an audit trail. Delete should only be possible by account administrators.
5 votes -
5 votes
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Schedule emailing of invoices
I wish I could schedule the emailing of an invoice. Right now, if I go into an invoice and click to email it, I have to send it immediately.
5 votes -
Statement Billing
We would like to have the option of having a membership level receive a renewal statement that includes all open invoices, instead of just a line-item invoice for dues renewal.
5 votes -
Incorporating Expenses into the Finance module?
Apparently this has been brought up previously, about 3 years ago, so I am not the only one who would appreciate this function.
We are new to WA, and I wasn't part of the decision to purchase it, but I am surprised there isn't a way to track expenses in a membership management system! All the money organizations bring in gets spent on something, right? Even accepting payments through PayPal (which we do) generates an expense, as do the events we host, but tracking those expenses and applying them to the respective revenue streams remains a manual task--very puzzling.
5 votes -
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 -
Comments Section for Deleted Invoices
Add a comments section for the audit log when an invoice is deleted
5 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 -
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 -
Properly show discounts in invoices
Being able to add a line on an invoice with negative value to show manually applied discounts.
4 votes -
Mark an invoice after it's matched up in Quickbooks
It would be nice if you could add a marking or checkbox feature to mark an invoice after it's matched up in Quickbooks
4 votes -
Fixed tax rates
This is not per se a new feature or improvement idea, but more like a rant.
We have members from all over Canada and some even from across. We are using Wild Apricot for the membership management, and it works great. Once or twice a year we have an event such as a conference. We create the event and sell "tickets" for the event with Wild Apricot as well. To give you an idea, this year the event will be held in Ottawa, ON. It blows my mind that we cannot set the fixed 13% tax rate on the "tickets"…
4 votes -
Add QR code to invoice to pay using QR code
Please add automatic QR codes on invoices to simplify payments for users.
4 votes
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