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162 results found

  1. Assign income codes to financial transactions

    It would be helpful if Wild Apricot offered the option to automatically assign a certain transaction type with an income code.

    We currently add the income revenue buckets that we use to the transactions on a monthly basis, and this would save us a lot of work!

    It would be helpful if, for example, we could assign all revenue from membership dues for both new and renewing members to "4100 - Membership Income"; all revenue from monthly programs to "4200 - Program Income", and so forth.

    8 votes

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    2 comments  ·  Finances  ·  Admin →
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  2. hyperlink in manual invoices

    In generating a manual invoice you can not include a hyperlink to a page in your website to refer the member to for further information.
    Grant Sheehan

    1 vote

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    1 comment  ·  Finances  ·  Admin →
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  3. Upload check image

    when marking an invoice as paid via check, there should be an option to upload an image of the check.

    7 votes

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  4. Income breakdown members / non-members p.a.

    Is there a way to extract income from members and non-members from all events p.a.? I can only see how to do this per event, not all. I would like to see how much income we received from our members and from non-members to include this figure in our Annual Report.

    2 votes

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  5. Print watermarks on invoices

    Some organizations create hard copies of invoices for accounting. It would be beneficial when printing invoices to print out the Paid or a VOID watermark on an invoice.

    10 votes

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  6. Reoccuring Invoices for Vendor Sponsorship renewals

    I would like to request an enhancement request for invoicing.

    We are a non-profit information security organization (local chapter of ISSA) and every year I have to manually create an identical invoice for each vendor that sponsors up.

    The enhancement I would like to recommend is:

    1. Reoccuring invoices. This would create a new invoice 12 months after the last one, give me the ability to review it, and send it out to the vendor. And/Or

    2. The ability to clone an existing invoice. This would allow me to take an invoice I sent last year and clone it. It would receive…

    3 votes

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    Team Payments responded

    Interesting idea. Let’s see what other’s say about it.

  7. Separate ID # from Organization Name in QB Export

    I would like to recommend separating the identifier number for each member from organization name in exports to Quick Books. The identifier does not allow for alphabetizing of organizations or ready merging with accounts that exisit in QB.

    1 vote

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  8. Field for check number

    We really need a field to record a check number when processing payments.

    12 votes

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    3 comments  ·  Finances  ·  Admin →
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  9. Sage Accounting

    Can you have WA sync with Sage Accounting?

    8 votes

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  10. Consolidated Invoice to Non-Member/Contact

    We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.

    In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.

    This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.

    10 votes

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  11. Aging receivables report improvements

    It would be helpful to have the invoice number show up on the Aging Receivables Report. It could be a separate column by the contacts name and organization. That would eliminate the need to click on the contact's name to find the open invoice in their account.

    19 votes

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    4 comments  ·  Finances  ·  Admin →
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  12. Online Payment pulls ALL invoice amounts

    Online payment issue: My my members are finding that their whole balance shows in Pay Pal (all events etc- EVEN THOUGH they have seleced INVOICE ME on some of these these) when trying to purchase one small item (in this case a $30 shirt). This has not happened in past years. Yes, I've just found out that they can log in and uncheck invoices but HOW would they know that and WHY should they have to??? They already selected INVOICE ME. If there is a way we can reset payments please fill me in. We pay a fee to use…

    4 votes

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  13. Generate a 990 EZ form from your financial data

    The 990 EZ is an IRS form for exemption from income tax. Filling them out is a lot of work. How about an option to generate a 990 EZ draft, filling out some of the fields based on the year's annual revenue, sales, company name, tax ID, donations, etc...just anything to reduce the pain point of this monster document. If you need to have a message box alert that says something like "Its your responsibility to ensure the accuracy and this is only a draft to help you get started with your local accountant".

    5 votes

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  14. Export Finance Audit Log to Excel

    Currently there is no way to export the Audit log. We need the fianancial transaction IDs recorded by payment gateways so that they can be reconciled on the payment gateway.

    Here's a list of the Stripe details that should be exported

    ChargeId ch_1AQhPvBERWAb08kz1AUdKPxQ

    BalanceTransactionId txn_1AQhPvBERWAb08kzXH3Ol0qY

    Currency cad

    Description Invoice #31070707.646846: Donation

    ReceiptEmail **************************

    Amount 1000

    AmountRefunded 0

    Captured True

    LiveMode False

    Paid True

    Refunded False

    StripeCard.Last4 4242

    17 votes

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  15. Omit blank address lines on invoices and receipts

    Invoices and receipts - we would like the functionality to omit the blank line that is printed when there is no information in the 2nd address line. We often get requests to mail invoices. The blank line has caused some postal delivery issues.

    7 votes

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  16. Add user ID as account number

    We have hit a road-block with our credit union.

    As we were attempting to set up online payment so that members cold pay directly from the Credit Union (vs. using PayPal), our CU informed us that we need an account # on the invoice.
    When we are creating the invoice, it shows the user along with their user ID#
    However, when the actual invoice is created, the system drops their ID # and only shows their name.
    If we could have this ID# printed automatically on the invoice as their Account number, then this would satisfy the requirements to having…

    3 votes

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  17. disable online payments for manual invoices

    I would like the ability to disable the member from paying online when creating manual invoices. We have instances where we prefer to have a check because of the transaction fees. The ability to choose which tender is accepted for an individual invoice would be nice.

    3 votes

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  18. Batch voiding/deleting invoices

    There should be a "Void & Delete" invoice button which allows both steps to be done in one hit rather that having to Void the invoice then delete it.

    Would also be a helpful feature if you could void & delete a batch of invoices. Eg invoices 1009 to 1100

    24 votes

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    3 comments  ·  Finances  ·  Admin →
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  19. 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.

    7 votes

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    6 comments  ·  Finances  ·  Admin →
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  20. 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...

    27 votes

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    16 comments  ·  Finances  ·  Admin →
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