Wishlist

Type in your suggestion - new feature or improvement idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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).

    30 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      17 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…

      26 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        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

        22 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          12 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,

          12 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            11 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

            14 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              16 comments  ·  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.

              9 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • Import to Quickbooks needs QB "item" entry mapped.

                When I do an export from the site to import to Quickbooks the invoice is created but is missing the "item" entry. I have had a conversation with Dmitry (tech support) on this and he ask that I post this to see if others want this feature. Doing the QB import doesn't do us any good if we don't have data mapped to the "item" in the invoice. The answer back from Dmitry was "The way QuickBooks import works, if it does not find the matching item, it creates a new one. So we figured the risk of messing up…

                11 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  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…

                  15 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Chart of Accounts export to QuickBooks

                    An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.

                    11 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      4 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
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        5 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.

                        13 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          1 comment  ·  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.

                          9 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            4 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…

                            7 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Track Full Discounts along with Partial Discounts

                              Many clients have contacted us about our current handling of discount tracking.

                              So I created this post to collect some ideas and keep the conversation going.

                              Currently situation...
                              * Full discounts (i.e,. 100% of membership price) are not tracked in the discount reports. Suggestion:
                              * Track these discounts along with other partial discounts.

                              9 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                8 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…

                                6 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  6 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!

                                  9 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    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.

                                    6 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      5 comments  ·  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
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        5 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?

                                        8 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          2 comments  ·  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…

                                          7 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          Wishlist

                                          Feedback and Knowledge Base