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  1. improving the finances module

    improve the finances module, e.g. consolidated reports, manage organization payment to outside vendors, make charts in reports optional.

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

      2 votes
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        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Download only paid invoices into Quickbooks for Cash based accounting

        I would like to download only those payments that I have received for invoices into quickbooks instead of all invoices which unpaid invoices are treated as A/R. I have some members who may decide not to renew so they don't pay the invoice, so I have to go back to my QB to void the invoice--extra work I don't always remember to do! Downloading only those paid invoices gives me only cash basis accounting instead of accrual.

        3 votes
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          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • cash vs accrual accounting

          Please allow us to pull financial reports on a cash basis, instead of an accrual basis. Right now if we generate an invoice in May, but the member pays in June, I have a problem reconciling my bank statements to my Wild Apricot reports. My bank statements are cash basis (they only reflect cash payments), but Wild Apricot is an accrual basis (if the payment is ultimately paid in June, I can't go back and find out which invoices were unpaid at May 31). I need to be able to reconcile my cash reports, and can't do this right now.

          4 votes
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            Collecting comments  ·  3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Manual Invoice Dates assigned by Date Range

            The system should be able to assign a Manual Invoice an Invoice Date of my choosing. The configuration would be:

            Begin End Invoice Date
            25-Dec 25-Jan 25-Jan + current year
            26-Jan 24-Feb 24-Feb + current year
            25-Feb 26-Mar 26-Mar + current year
            27-Mar 29-Apr 29-Apr + current year

            As an example if I am creating a manual invoice on 1/15 they system would the use Jan 25th as the invoice date on the manual invoice.

            1 vote
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              1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • have some sort of flag that could be used for invoices, ie a check box or color

              If we could have a color to show the difference between paid invoices, processed invoices ie invoices that we have actioned or transferred to our accounting package. At the moment we transfer Paid invoices from WA to the accounting package and have no idea when looking in WA which ones have been done and which haven't. Another package we used to use had color coding which was very helpful.

              2 votes
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                0 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.

                11 votes
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                  Collecting comments  ·  8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Invoice Details - Comments for Payer BOX

                  Box is limited to 200 characters - suggest increasing to 300 AND installing a counter so we can see where we're at.

                  1 vote
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                    0 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.

                    11 votes
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Invoices and payments improvements in member's profile

                      On the contact (not in admin mode) “invoices and payments” web page under the contact’s profile there are three column labels: “Date”, “Transaction”, and “Balance Due”.
                      Below this is a list of the financial transactions for the contact. When the contact makes donations the donation appears in the Transaction column as expected. However in the “Balance Due” column the amount of the donation appears. This is very confusing, misleading and incorrect. The column title should read “Amount”, not “Balance Due” since sometimes the amount is due and other times it is a donation. It does not appear that I have…

                      3 votes
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                        Collecting comments  ·  4 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…

                        15 votes
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                          Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Need more info on Wild Apricot (non-email) invoices

                          This is not #1, but it is important for my non-US members. They need invoices that have certain information including the association's name, address and (optional) bank info or tax ID. The WildApricot email invoice template can be edited to add this. But the online invoice does NOT have this. It should be possible for me to add this either by checkboxes (e.g. Wild Apricot adds it) or manually just like email templates. The important reason is that a member logging into their account cannot see the email invoice (which has the correct info for European accounting), they only see…

                          5 votes
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                            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Mark invoice as already emailed

                            There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

                            34 votes
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                              4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Accounting System

                              Financial Management similar to an online Accounting System - We use Freshbooks in addition to Wild Apricot - would be nice to have a single platform.

                              5 votes
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                                Collecting comments  ·  7 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • taxable and nontaxable items on auto generated invoices

                                Taxes
                                I'd like to see the ability to have taxable and non taxable items on the same automatically generated invoice.
                                i.e. Tax on my membership but no tax a donation or maintenance fee, etc.
                                I suppose this would be a edit to or a new field option in the member database fields area.

                                1 vote
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                                  Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Block/make private financial details from some administrators

                                  While we give some members administrative rights, it would be good to have the option of blocking financial data from administartors

                                  2 votes
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                                    Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow for Including just Invoice Number in Receipt Customization

                                    It would be great if when customizing the payment receipt template, I could use a macro such as {InvoiceNumber}, which is not available. Caused a real issue for a client who sends tax receipts in Canada, because this is a CRA requirement.

                                    4 votes
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                                      Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Income Reporting by the category

                                      Be able to export income received by the category they paid (dues vs events)

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

                                        5 votes
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                                          Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

                                          Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…

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