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  1. 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 →
    • 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.

      9 votes
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        Collecting comments  ·  4 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
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          Collecting comments  ·  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…

          5 votes
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            Collecting comments  ·  6 comments  ·  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

            6 votes
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              Collecting comments  ·  4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • need different receipt for membership/event

              It appears that we have 2 customizable receipts:

              Payment receipt

              Donation receipt

              However, we would like to give different wording on receipts for membership versus events. Our memberships are tax deductible, so we need to include our non-profit, tax deductible blurb on that receipt. But it could be confusing for someone who pays for a class, as those payments are not tax deductible. Any chance for help on this?

              8 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!

                7 votes
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                  Collecting comments  ·  3 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…

                  5 votes
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                    Collecting comments  ·  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
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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?

                      5 votes
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                        Collecting comments  ·  4 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.

                        5 votes
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                          Collecting comments  ·  4 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.

                          8 votes
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                            Collecting comments  ·  1 comment  ·  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?

                            7 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 →
                              • 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…

                                9 votes
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                                  Collecting comments  ·  0 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.

                                  7 votes
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                                    Collecting comments  ·  2 comments  ·  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…

                                    8 votes
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                                      Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to Email Account Statement

                                      It would be great if we could email the Account Statement to the contact directly from WA.

                                      7 votes
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                                        Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Financial reports in landscape format

                                        You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.

                                        It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.

                                        Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.

                                        7 votes
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                                          Collecting comments  ·  0 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 →
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