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  1. 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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      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.

      5 votes
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        2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Numbers payments receipts

        Good day,

        Is there a way for manual payments (offline) to have the consecutive number added to the email receipts?

        This is the only thing holding up our organization from using wild apricot 100% for all our billing.

        Our finance people require this or they can't accept it.. Invoicing does it already, it should be too hard to make it happen with payments.

        Thanks

        Nick

        5 votes
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          1 comment  ·  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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            2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            5 votes
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              1 comment  ·  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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                3 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…

                5 votes
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                  2 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…

                  5 votes
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                    2 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…

                    5 votes
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Printing the Quickbooks Export Transaction Report [16340]

                      Not sure why there isn't functionality already for printing a generated reports through WA. But this would be very helpful to have a report of what you are preparing to export then import into you accounting software and then be able to print said report as documentation for it. (checks/balances).

                      I have attached a screenshot of the report in dispute.

                      Karl Wiley

                      National Correctional Industries Association

                      4 votes
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                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Income Forecast Report

                        I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.

                        This will allow for better budgeting.

                        Maybe even a yearly graph so we can see which months we will not see much income from renewals.
                        This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.

                        I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.

                        Thanks

                        David

                        3 votes
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                          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Limiting discount codes

                          In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).

                          Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…

                          5 votes
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                            4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Provide event name on Financial documentc

                            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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                              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Financial Report at Particular date instead of as of Today

                              Financial data (e.g. Receivables) need to be able to be backdated e.g. quarterly, half yearly etc. rather than perpertual updated at the date of producing Financial Reports.

                              This is useful for reporting purposes, especially if you are being audited.

                              Thanks

                              7 votes
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                                3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • When paying invoice in full, copy internal notes to payment record

                                Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.

                                2 votes
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                                  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Filter income report by member/contact record attributes

                                  One of our clients has a setup where each member is coded with a branch (a custom field).

                                  What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).

                                  A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.

                                  (See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )

                                  I would appreciate comments and votes from other clients so we can evaluate and prioritize…

                                  3 votes
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                                    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Multiple Ledger Feature

                                    Student Organizations would LOVE this program if only there was a way to keep track of the multiple accounts that we have to utilize. Most Schools issue at least two accounts to student organizations (one that is annual award account from Student Fees and the other from raised funds, such as membership dues, etc...).

                                    If there was a way to track basic transactions on multiple ledgers this would be the PERFECT Software for my student organization!

                                    2 votes
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                                      1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Member Finance Profiles

                                      I am not thrilled with the way invoicing and financial transactions, including multiple payments and refunds, show under a member's record. It can be a little disjointed. It would be better if it was listed more like it would look in an accounting software as a full transaction list. For Example:

                                      10/27/14 - Invoice - Membership Renewal - Silver Level - $200
                                      10/28/14 - Payment - Membership Renewal - Silver Level - $200
                                      10/28/14 - Invoice - Newsletter - Monthly Newsletter - $100
                                      10/29/14 - Refund - Membership Renewal - Silver Level - $50
                                      10/30/14 - Payment - Newsletter -…

                                      2 votes
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                                        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Show registrant name in the admin view of an invoice

                                        At the moment (June 2013), in "Invoice" view, only the name of the person who did the registration is displayed. It would be hugely helpful if the person who was registered also displayed on the invoice. It is awkward having the flip back and forth between the registration record and the invoice to view full information on the transcation.

                                        2 votes
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                                          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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