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  1. Bulk Creation of Invoices

    We use the import feature to import members as a group. Unfortunately we have to manually create their invoices. We need wild apricot to generate an invoice for the member when their imported.

    2 votes
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      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Association Financial Statements

      Please add the ability for a small association to track all finances and generate basic financial statements. Many small associations are supported by membership dues primarily and your system already allows memberships and payments. These payments could flow directly to the financial statements. Give an option for the accounting type - cash or accrual - which determines when and how the income transactions are recorded. This would provide an all in one suite for small associations - web design, membership/contact management and communications, events and finances.

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

        2 votes
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          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Recording multiple payments

          When recording multiple payments, have the ability to get back to the list with one key stroke. I go back to Dashboard, then back to finances to record the next payment. There has to be an easier way.

          2 votes
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            1 comment  ·  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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              Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • 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 alex@newpathconsulting.com

              Amount 1000

              AmountRefunded 0

              Captured True

              LiveMode False

              Paid True

              Refunded False

              StripeCard.Last4 4242

              2 votes
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                0 comments  ·  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…

                2 votes
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                  Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • have some sort of flag that could be used for invoices, ie a check box or color

                  If we could have a color to show the difference between paid invoices, processed invoices ie invoices that we have actioned or transferred to our accounting package. At the moment we transfer Paid invoices from WA to the accounting package and have no idea when looking in WA which ones have been done and which haven't. Another package we used to use had color coding which was very helpful.

                  2 votes
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                    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • improving the finances module

                    improve the finances module, e.g. consolidated reports, manage organization payment to outside vendors, make charts in reports optional.

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

                        1 vote
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                          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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…

                          1 vote
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                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Comments Section for Deleted Invoices

                            Add a comments section for the audit log when an invoice is deleted

                            1 vote
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                              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • budget

                              At least for small organizations, I would appreciate a simple budget component to Wild Apricot. I wouldn't want too many bells and whistles, but the system already handles accounts receivable for memberships and event registrations. It would be very helpful for that to tie into a budgeting component. QuickBooks isn't feasible for some small organizations due to the cost and lack of knowledge about that software.

                              I would want the ability to create a budget with simple customizable categories and track expenditures and revenues against the budget.

                              This feature would help turn Wild Apricot into a turnkey solution for small…

                              1 vote
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                                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Flexible currency choices for events

                                I host events in different countries I would love to be able to flip the currency choice on my event without changing the whole site or having to use other pay buttons and loose the lovely features you offer for events

                                1 vote
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                                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Integration with Spark Business

                                  I will need to set up the online payment system, but it won’t let me even look at the options until we switch over to the paid account AND I put in a ticket on April 7th inquiring as to compatibility with the client’s current online pay system (Spark for Business) but have not received any answer.

                                  1 vote
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                                    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow to settle a refund from within refund details page

                                    Every time I do a refund, I then need to click "back" to get to a "Settle" button. Why not just show it on an unsettled refund details page? See example image...

                                    1 vote
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                                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • invoicing for product / services separate from membership

                                      online store, or invoicing and recurring payments for products / services

                                      1 vote
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                                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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.

                                        1 vote
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                                          Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • taxable and nontaxable items on auto generated invoices

                                          Taxes
                                          I'd like to see the ability to have taxable and non taxable items on the same automatically generated invoice.
                                          i.e. Tax on my membership but no tax a donation or maintenance fee, etc.
                                          I suppose this would be a edit to or a new field option in the member database fields area.

                                          1 vote
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                                            Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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