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  1. 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 →
    • 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 →
      • 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 →
        • 16 votes
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            4 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 →
            • Bulk invoice print/email

              Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

              77 votes
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                Collecting comments  ·  58 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • Integration with QuickBooks Online

                1) Integration with QuickBooks. Need to be able to download monthly in a way that recognizes existing customers and allows me to code transactions in WA according to my QB Chart of Accounts.

                For financial data from Wild Apricot to be useful to Parent Booster USA, I have to be able to download an arbitrary number of transactions, e.g., all transactiuons in a month, for all members, them load those transactions into QuickBooks so that the download adds new transactions to the exisitng customer accounts. Downloads that create new customers each month aren't helpful. Beyond that, I'd like to be…

                80 votes
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                  Collecting comments  ·  35 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Multiple invoice templates

                  I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

                  I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…

                  51 votes
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                    Collecting comments  ·  21 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Can we have an option to create and send a pdf of the invoice

                    We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice

                    thanks derek

                    46 votes
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                      Collecting comments  ·  18 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Bulk send invoice reminders (manual or scheduled)

                      Hello,

                      I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

                      I'd appreciate any guidance on how to do this.

                      Thank you

                      Dale

                      27 votes
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                        Collecting comments  ·  20 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Import of historical financial transactions

                        From a client message to tech support:

                        ===

                        Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

                        25 votes
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                          Collecting comments  ·  15 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Access to income report detail/Drill down reports

                          When I create a monthly income report, I get aggregate figures for events and membership types. I would like to be able to create a monthly report, and then be able to see all the transactions that went into that report. I don't find a way to do that. I CAN get a list of transactions for a certain time period, but that screen is limited to 50 per page. A very annoying limitation. I would like to see them all, and have them in a searchable file, which I could also download.

                          Mark Rougeux

                          21 votes
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                            Collecting comments  ·  11 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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).

                            16 votes
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                              Collecting comments  ·  15 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Multi-currency

                              We have members in different countries (US, Canada, Europe, and beyond);

                              It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).

                              21 votes
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                                Collecting comments  ·  9 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,

                                13 votes
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                                  Collecting comments  ·  17 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  ·  15 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.

                                    11 votes
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                                      6 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 →
                                      • 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…

                                        13 votes
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                                          Collecting comments  ·  1 comment  ·  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 →
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