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  1. Financial Reporting: Break out extra charges

    Anytime Memberships are reported out, maybe not at the high summary level, but at the indivdual membership level I would like to see a breakdown of membership fee vs. extra item fee (e.g. In July I had $500 of membership income, how much was from elite level, how much from regular level, and for each, what percentage is membership fee and what percentage is extra items).

    14 votes
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      Collecting comments  ·  12 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Generate manual invoices for multiple contacts / members at the time

      Be able to generate manual invoices for multiple contacts / members at the time.

      ### Business Need ###
      There are business cases we need to issue the same manual invoices for a significant number of contacts or members at a time.
      Examples include :
      - Late fee management : Our club charges a $25 late fee if members do not pay their quarterly invoice within the first month.
      - Onetime assessment : Our club just renovated one of our building. The board decided to charge the members with a $500 onetime assessment to support the exceptional cost.

      ### Solution Gap…

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

        13 votes
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          Collecting comments  ·  14 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Invoice Report to show both initial Invoice and Payment Date?

          Can we get under Finances, under Invoices, a way to get the Invoice Report to show both initial Invoice and Payment Date? Or to get an Invoice Type filter on the Payment Report?

          13 votes
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            3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Invoices and receipts – customisation

            Just another thing to add to my website wish list is the ability to pdf and save a copy of invoices and receipts. At the moment you can print and email but it doesn’t let you save to another format. Several people recently have requested a pdf copy of their invoice/receipt so I have had to do up manual ones….which gets a bit fiddly.

            Also it would be good to be able to edit the invoices / receipts to include some additional information. Eg some organisations request that the GST amount be included – at the moment I have it…

            12 votes
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              Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • 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.

              12 votes
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                Collecting comments  ·  1 comment  ·  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…

                12 votes
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                  Collecting comments  ·  4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

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

                    12 votes
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                      Collecting comments  ·  17 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create a process to write off bad debt

                      There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…

                      12 votes
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                        3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

                        11 votes
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                          Collecting comments  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Export all contact information (e.g., addresses, phone numbers) from financials

                          Export all contact information (e.g., addresses, phone numbers) from financials

                          11 votes
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                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Monthly Batch Statements

                            I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.

                            10 votes
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                              5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Additional data needed in Financial Exports

                              We need to produce a report for our accountant similar to what can now be exported under the Finance tab, but with more information.

                              We need the excel export of financial data to be able to allow the selection of custom fields for donations. In particular we have a required donation field called "Fund" and need to know to which fund the donation should be applied in this report. For events we need, at the least, to have a column in the donation for the event name. And for memberships we need to know the membership level for the payment.

                              10 votes
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                                Collecting comments  ·  8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Track Full Discounts along with Partial Discounts

                                Many clients have contacted us about our current handling of discount tracking.

                                So I created this post to collect some ideas and keep the conversation going.

                                Currently situation...
                                * Full discounts (i.e,. 100% of membership price) are not tracked in the discount reports. Suggestion:
                                * Track these discounts along with other partial discounts.

                                9 votes
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                                  Collecting comments  ·  8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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.

                                  8 votes
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                                    Collecting comments  ·  4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Event Registration to NOT create invoice

                                    We are not using the financial components of WA and do not want event registration to create an invoice.

                                    8 votes
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                                      Collecting comments  ·  7 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Consolidate multiple invoices

                                      We often have multiple people register for an event who fall under the same employer. Currently, they each get their own invoices and submit them, but we get constant requests to consolidate them into one invoice. It would be great to be able to go into the back end and flag multiple open invoices to be consolidated into one.

                                      8 votes
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                                        0 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.

                                        8 votes
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                                          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Download raw data for all line items on all financial transactions

                                          I'm working on a financial report for my organization, and I'm trying to find the line-item detail for all financial transactions conducted through our site (so I can slice and dice the data to illustrate various aspects). Without this, it's not possible to resolve discrepancies in the data and close out our organization's finances.

                                          I was able to download a report from "Payments and Refunds", however this only shows totals for each invoice and does not show what line items each person is paying for, so I can't break the data down fully. I also found the "Income" report under…

                                          8 votes
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                                            Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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