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  1. budget

    At least for small organizations, I would appreciate a simple budget component to Wild Apricot. I wouldn't want too many bells and whistles, but the system already handles accounts receivable for memberships and event registrations. It would be very helpful for that to tie into a budgeting component. QuickBooks isn't feasible for some small organizations due to the cost and lack of knowledge about that software.

    I would want the ability to create a budget with simple customizable categories and track expenditures and revenues against the budget.

    This feature would help turn Wild Apricot into a turnkey solution for small…

    2 votes
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      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • quickbooks export - need to map membership items to different accounts

      I have figured out the QB export. However, when I have a new member sign up (or a renewal), I have a basic membership fee, and the user can optionally check another box or two for additional things to pay for.

      When I manually view the invoice, the items selected are individually broken out.

      But the IIF file that is prepared to import into Quicken has the invoice item amounts broken out into the SPL records, but every item has the same QB "Account" tagged, i.e. Income:Membership. I need the base membership fee to have one Account (Income:Membership) and the…

      13 votes
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        2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • 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!

        21 votes
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          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Add user ID as account number

          We have hit a road-block with our credit union.
          As we were attempting to set up online payment so that members cold pay directly from the Credit Union (vs. using PayPal), our CU informed us that we need an account # on the invoice.
          When we are creating the invoice, it shows the user along with their user ID#
          However, when the actual invoice is created, the system drops their ID # and only shows their name.
          If we could have this ID# printed automatically on the invoice as their Account number, then this would satisfy the requirements to having…

          2 votes
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            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Remain within current contact financials upon deleting an invoice or payment. Is this a bug?

            Is this a bug?

            For various reasons, there are times which arise when an invoice or payment needs to be deleted. It frustrates us that each time we delete an invoice or payment within a particular contact's financial transactions, we are consistently redirected out to the global financial page for invoices or payments, respectively.

            If we are editing financials at the contact level, we should be returned to that contact's financials alone. More often than not, there are still other tasks to perform within the contact. It takes a lot of unnecessary extra steps to get back to where we…

            4 votes
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              1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • 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...

              9 votes
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                4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • disable online payments for manual invoices

                I would like the ability to disable the member from paying online when creating manual invoices. We have instances where we prefer to have a check because of the transaction fees. The ability to choose which tender is accepted for an individual invoice would be nice.

                2 votes
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                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Split membership fees between chapter and parent organization

                  Our membership fees are split between our chapter and parent organization. I would like a feature to be able to reflect that.

                  5 votes
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                    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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).

                    57 votes
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                      6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Post date option on invoicing macro.

                      Ability to create invoices using macro function. For example create and email invoices on May 15, but have invoices dated June 1st for purposes of importing into QB.

                      1 vote
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                        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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…

                        6 votes
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                          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          6 votes
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                            2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            11 votes
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                              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Credit and Settle

                              It is SO difficult to SETTLE a payment/refund to apply to another invoice. It is SO hard to find that! Why can't it be an option when you as a form of Payment, right from the invoice window, when there is a credit on the account. "Use credit"?! Instead I search endlessly to find where this available funds went!

                              2 votes
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                                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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

                                2 votes
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                                  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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…

                                  19 votes
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                                    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add Mailing Address to Invoice

                                    Add mailing address fields to invoices, so that they can be exported and printed for members who do not provide email addresses.

                                    13 votes
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                                      1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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...

                                      1 vote
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                                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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.

                                        4 votes
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                                          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Bulk Creation of Manual Invoices

                                          We need the ability to create manual invoices in bulk, based on search results for groups of members.

                                          One example for this feature would be the ability to generate late fees, penalties, or surcharges. We can identify a group of members who owe a late fee at a certain time, so once they are identified with a search we would like to have the ability to generate a special invoice for them as an option, such as EXPORT or ARCHIVE.

                                          With this option we would have the ability to react to numerous situations which arise that currently call for the…

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