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  1. 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 →
      • 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 →
          • 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…

            5 votes
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              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 →
              • Date range ability in the view in finances

                The "Finances" section needs a date range ability in the view section, in the report section, and in the export option. There needs to be more information options in this section.

                4 votes
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                  Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Ability to Report Membership Income by Membership Year

                  Our finacial reports require disclosure of dues paid for future membership years based on membership expiration (e.g., renewal) date. Many of our members pay dues for several years into the future. It would be great if there were an option on the income report to show either the summary totals by membership year or optionally list the detail along with the total.

                  4 votes
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                    Collecting comments  ·  2 comments  ·  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!

                    4 votes
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                      Collecting comments  ·  1 comment  ·  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 →
                      • Automatically apply credits at payment screen

                        User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

                        4 votes
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                          1 comment  ·  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…

                          4 votes
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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 →
                            • Discount Coupon Codes Reporting

                              We are using discount coupon codes both to drive attendance at events and to drive membership. Our marketing model incentivizes the sales reps who call on our target audience to sell our events and memberships. When someone uses that rep's code, they get an incentive payment.

                              Currently the only way to track who used a given code is to manually open each code and report on it. This becomes quite burdensome with 40 or 50 sales reps involved.

                              We would request an upgrade that consolidates the reporting for these -- either:

                              1. A discount coupon report that shows the member…

                              4 votes
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                                Collecting comments  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Shortcut to send payment receipts from invoice details screen

                                After an invoice is paid, if we click on 'E-mail' it still generates an invoice asking for payment. Can this be changed to send a receipt instead?

                                4 votes
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                                  Collecting comments  ·  3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Tax (HST) on Extra Charges as an Option

                                  We have a situation where we need to charge HST on our club membership fee but not on a required pass through fee from an umbrella organization. It is a required fee for members. Currently it is implemented as an extra charge but there is no control over its tax status ie applying a tax. In this case there is no HST applied to the $35.00 fee but there is for our club membership fee.

                                  Can you suggest a work around?

                                  It would be great to have the extra charges fields have an option to apply taxes or not.

                                  4 votes
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                                    Collecting comments  ·  4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Invoice improvements

                                    I'd like to see two changes to the invoice form:

                                    1. allow changes to the item. the best way to do this would be to allow a pull-down so that the membership level (or whatever) can be changed. People do make those changes and this allows the change to be made easily and to have it connected to the financial transactions. Without this option, my experience has been that it's a convoluted process to change their membership level.

                                    2. insert a quantity. Sometimes people want to renew for more than one year, and the invoice does not allow this.

                                    How…

                                    4 votes
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                                      Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Provide event name on Financial Reports of transactions

                                      When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.

                                      This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…

                                      4 votes
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                                        Collecting comments  ·  0 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.

                                        4 votes
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                                          2 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.

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