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  1. Make the Origin field in Invoices universally available to forms for Financial reports

    I strongly recommend making the Origin field in Invoices universally available to all forms. Even if it isn't used in many of the forms it could be hidden so that it can be an option to select for reports.
    This became important when we were trying to view Payments by Event income and membership income and wanted the Invoice Origin to be included. It would save us hours of work.
    Thanks for considering!

    9 votes
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      0 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 →
      • 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.

        8 votes
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          0 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 →
          • need different receipt for membership/event

            It appears that we have 2 customizable receipts:

            Payment receipt

            Donation receipt

            However, we would like to give different wording on receipts for membership versus events. Our memberships are tax deductible, so we need to include our non-profit, tax deductible blurb on that receipt. But it could be confusing for someone who pays for a class, as those payments are not tax deductible. Any chance for help on this?

            8 votes
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              Collecting comments  ·  1 comment  ·  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 →
              • 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.

                8 votes
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                  Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Custom From/Reply-to address for invoice&payment emails

                  I am needing a different email address in the FROM field other than the default. Right now the default is the overall business email address established in the "Organizational Details."

                  Since invoices and other reciepts would not involve the entire organization, I would like for the emails of financial transactions to involve only the financial officer. Currently this field is not editable in this invoice or the receipt templates.

                  When someone replies to an email it should be from the responsible individual, not the entire organization (or the person who setup the WildApircot account). There is no way to add…

                  8 votes
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                    Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Ability to Email Account Statement

                    It would be great if we could email the Account Statement to the contact directly from WA.

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

                      7 votes
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                        Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bulk invoice delete or update

                        I to have come across a bulk invoice suggestion, but in my case it is a need for a bulk delete. Although mine is a 1 off situation (we had not set up a "delete invoice if not paid by X amount of days", and we now have 562 outstanding, but now irrelevant invoices showing on people's accounts. This bulk delete, for me, would work by searching all, filtering by unpaid, and then by date range.

                        7 votes
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                          Collecting comments  ·  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • continue generating new invoices even if member has not paid previous invoice

                          Presently we have WA setup to generate invoices on a quarterly basis. However, if a member is overdue in paying their invoice then their status changes, they are no longer considered active, and they no longer get invoiced at the next due date. In our business model we choose to continue to offer them services as we know they eventually will pay. When they then eventually pay the overdue invoice we presently need to manually generate invoices for billing periods that the system did not create invoices for. This can be a big headache. The solution would be an option…

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

                            7 votes
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                              2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • More Detail Level in Financial Reports

                              As of right now, when you run a Payments/Refunds report it only shows what invoice type, like Membership Renewal or Conference, was paid for. I would love for it to include the membership level, and for conference payments a list of the add-ons purchased. Or maybe we could integrate General Ledger account numbers into the system, and the reports could just do a breakdown, like $300 - 500 (Conference Registration)/ $50 - 525 (Conference Dinner).

                              It would also be awesome if I could get a Income Report based on the payments received instead of invoice date like it currently is…

                              7 votes
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                                Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add logo/company name to Account Statement

                                The current Account Statement does not include the company information. It only includes the members information. The statement can not be mailed to members because it does not show who it is from.

                                Thank you,

                                Tracy

                                6 votes
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                                  Collecting comments  ·  4 comments  ·  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...

                                  6 votes
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                                    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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?

                                    6 votes
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                                      Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow admin to record membership recurring payment starting from next renewal period

                                      This may be specific to auth.net which we use. If one wishes to start recurring payments the apricot/auth.net process requires the initial payment to be made at the time the recurring payments are launched. We have run across multiple instances where we wish to start recurring payments at some point in the future but not credit the member's cards now. For instance we just had a case where someone had recently paid to join via check but for future payments wished to pay by credit card; Our alternatives are for the member or ourselves to remember to set up recurring…

                                      5 votes
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                                        Collecting comments  ·  6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Differentiate sales taxes in each event

                                        Our association will have meetings or seminars in various provinces where members can attend, whether local or from other provinces. In BC we'd charge 12% whether the attendee is from BC or Alberta, for example. (By the way, BC is reverting back to GST or 5% in April of next year.) In Alberta, it would be 5% regardless of the province the delegate is from.

                                        5 votes
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                                          Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • MYOB integration

                                          It would be fantastic for Wild Apricot to integrate with MYOB as it does with QuickBooks. Thank you!

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