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  1. 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.

    4 votes
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      Collecting comments  ·  1 comment  ·  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 →
                            • Capability to transfer member credits to another

                              It would be nice if we could also "settle" a member credit to another member/contact account. We get requests sometimes from members to use their credit to pay another member's invoice (may be a spouse or friend). It would be great if we could do that with a "settle" to another account as an option, rather than just invoices.

                              4 votes
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                                Collecting comments  ·  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…

                                4 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.

                                  3 votes
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                                    Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automatic invoices for admin-initiated membership level changes

                                    When a member opts to change membership level the system automatically generates an invoice.

                                    However if the member sends in a cheque so that one of our admin staff does the membership level change, no invoices are generated automatically.

                                    We have a stripped down free member level that we hope encourages people to become paid members, however, the workflow as it stands now makes it very easy for our admin people to just miss the invoice step so that the member will never be charged the new rate.

                                    I'd like to see invoices automatically generated for membership level changes (if…

                                    3 votes
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                                      Collecting comments  ·  0 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...

                                      3 votes
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                                        3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Provide more info as to source of Available Balance (credit) in profile

                                        Overall the new capability for users to self-service their billing is great.

                                        However I do think many users will be confused by the lack of information about credits they may have on their account. Right now the only thing is says is "Payment" with the amount/date.

                                        We put internal notes when credits are generated so that we know the source (i.e. name of event if a cancelation credit, or raffle prize credit if it was a gift for example) and can be sure the credit is valid and not an Event Manager error.

                                        I don't think our members intuitively think…

                                        3 votes
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                                          Collecting comments  ·  3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Payment due date for manual invoices

                                          I would really like to be able to add a "payment due" date in a specific field when raising a manual invoice.

                                          When creating an invoice, this would appear as a date field to complete. It could then be inserted into the invoice template using a macro. For convenience it could deafult to invoice date +30 days (for example). Although some companies might have standard payment terms (eg pay within 30 days of invoice date), we need to be able to give a specific due date for every invoice issued.

                                          However, it would perhaps be most useful for reporting. When…

                                          3 votes
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                                            Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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                                          Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7