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  1. 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.

    6 votes
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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.

      6 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.

        6 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.

          6 votes
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            Collecting comments  ·  1 comment  ·  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…

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

              6 votes
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                0 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…

                6 votes
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                  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…

                  6 votes
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                    Collecting comments  ·  1 comment  ·  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

                    5 votes
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                      Collecting comments  ·  4 comments  ·  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 →
                      • 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  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add more financial reports: balance sheet, income statement

                          It is time to expand the Finance module to produce a basic balance sheet and income statement. Not looking for anything elaborate like Quickbooks, just something simple that gives the bank and PayPal balances. Suggesting cash accounting, not accrual accounting.

                          5 votes
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                            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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
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                              Collecting comments  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Option to Remove "(USD)" Next to All Dollar Amounts, etc.

                              Greatly respecting our Canadian friends (and owners), nevertheless -

                              We are a local club in the U.S. It's unnecessary clutter for us to show (USD) next to every dollar amount.

                              Is the currency abbreviation shown for all other currencies? Surely it's unnecessary clutter to show (EUR) when € is displayed, or (GBP) in addition to £.

                              Could we please have a checkbox to remove the three letter designation?

                              5 votes
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                                Collecting comments  ·  2 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?

                                5 votes
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                                  Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Providing financial reporting for "Extras"

                                  Wild Apricot permits creating "extra" charges to be applied to invoices for either dues or events. However, this information then gets lost and all that appears in reports or invoice listings is the total amount of the invoice. Nevertheless, Wild Apricot stores this information somewhere because it is possible to reproduce a copy of the invoice showing the "extra."

                                  We are a national organization that also has 6 local chapters. About a third of our members belong to one of the chapters. In addition to our national dues there are dues for chapter membership. When we send out dues invoices…

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

                                    5 votes
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                                      Collecting comments  ·  4 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.

                                      5 votes
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                                        Collecting comments  ·  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Easier customization of Invoices

                                        Improved and simplified customization of invoicing for those who are not HTML proficient.

                                        5 votes
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                                          Collecting comments  ·  0 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 →
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                                          Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7