Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
27 results found
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Use Affinipay usb swiper
When we signed up for WA payments, Affinipay gave us a usb based swiper to connect to our computer. It would be great if we could integrate it to our website so in-person payments can be taken.
1 votePlease, use our mobile app for admins for this purpose – https://gethelp.wildapricot.com/en/articles/1630-accepting-mobile-payments-using-wild-apricot-payments
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Void invoices (i.e. do not automatically erase invoices)
Current Situation
Invoices can only be created, edited, settled or deleted. And if a registration is cancelled the original invoice will also be erased.Desired:
Ability to ‘Void' invoices. I.e. when an event registration is cancelled, the invoice will not be deleted but be switched to a "voided" status and as a result any payments associated with the invoice will be unsettled.82 votesReleased in update 5.9 – https://help.wildapricot.com/display/DOC/Release+5.9
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Additional data needed in Financial Exports
We need to produce a report for our accountant similar to what can now be exported under the Finance tab, but with more information.
We need the excel export of financial data to be able to allow the selection of custom fields for donations. In particular we have a required donation field called "Fund" and need to know to which fund the donation should be applied in this report. For events we need, at the least, to have a column in the donation for the event name. And for memberships we need to know the membership level for the payment.
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11 votesReleased in 5.12 (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Donations)
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Invoices and payments improvements in member's profile
On the contact (not in admin mode) “invoices and payments” web page under the contact’s profile there are three column labels: “Date”, “Transaction”, and “Balance Due”.
Below this is a list of the financial transactions for the contact. When the contact makes donations the donation appears in the Transaction column as expected. However in the “Balance Due” column the amount of the donation appears. This is very confusing, misleading and incorrect. The column title should read “Amount”, not “Balance Due” since sometimes the amount is due and other times it is a donation. It does not appear that I have…4 votesNo need to fix since we have moved donations to separate tab
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Invoice line-item export
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…
34 votesGood news out there!
We have released invoice line-items export in 7.21.
More details in release notes: https://gethelp.wildapricot.com/en/articles/1827-version-7-21-release
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Integration with QuickBooks Online
1) Integration with QuickBooks. Need to be able to download monthly in a way that recognizes existing customers and allows me to code transactions in WA according to my QB Chart of Accounts.
For financial data from Wild Apricot to be useful to Parent Booster USA, I have to be able to download an arbitrary number of transactions, e.g., all transactiuons in a month, for all members, them load those transactions into QuickBooks so that the download adds new transactions to the exisitng customer accounts. Downloads that create new customers each month aren't helpful. Beyond that, I'd like to be…
170 votesGood news out there!
We have released dedicated QuickBooks Online invoice export that will allow you to keep your accounting up-to-date.
I’m closing this particular idea. If you need more feature-rich integration – feel free to launch another thread and elaborate your scenarios.
More details in release notes: https://gethelp.wildapricot.com/en/articles/1827-version-7-21-release
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Provide event name and membership level details in invoices
Currently, there is no way to report on financial transaction details in WA. I need a way to report by transaction - which event, what membership level, etc in Excel. Currently, the only way to determine this is to export a QuickBooks file and either open in Excel or import into QuickBooks. PLEASE add more financial reporting that gives details of each transaction (opposed to just saying Event Registration or Membership). This is crucial for bookkeeping because we track each transaction by type.
29 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
Customization of Financial Reports
Hey. I have seen that there is progress for the integration with quickbooks which is amazing, but in order for our finances to get figured out I need to be able to generate reports with the attendee, email, organization, event, payment date, amount, and payment type. The closest I can see it exporting the attendee reports from each event and then combining them.
If we could edit the level of detail that the finance reports show, that would be ideal
50 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
Create and send a pdf of the invoice
We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice
thanks derek
147 votesWe have released the functionality of directly getting PDF of financial documents (Invoices, Donation receipts) in recent 8.10 release. As of now it's just a PDF of email, but we plan to make it separate customizable document in future versions.
See more in release notes: https://gethelp.wildapricot.com/en/articles/2870
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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).
84 votesGood news out there!
We have released invoice line-items export that will allow you to build your own financial reports, including extra-charges break-out.
More details in release notes: https://gethelp.wildapricot.com/en/articles/1827-version-7-21-release
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Custom Reports/Full Transaction Data Extract
What I'd love to see is a simple way to export all of my transaction data. It should include every transaction recorded for event registrations, memberships, renewals, donations, refunds, etc. Then I can create my own custom reports with another program (Excel, Access) and all I would need to do is update my report data source with a new daily or weekly export from WA. Alternatively, the ability to custom design my own reports within Wild Apricot would be nice too. For example, using a drag-and-drop interface I could create my own pivot table reports like in Excel.
71 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
Record settlement history in payments for possible reuse if credited
Currently when someone cancels an event, they get an immediate credit to their account which is great.
However, it would be greatly improved if WA would record the date the credit was generated (cancel date ---- now it just keeps the original date of registration, or invoice date) and also carried the Name of the Event so that it is clear where the credit came from. Ideally, this information should stay with the credit when it is applied to a new invoice.
It is not easy now to tell a member who may think they still have a credit from…
5 votesReleased in update 5.9, as part of Voiding invoices feature – https://help.wildapricot.com/display/DOC/Release+5.9
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income report include store sales
the income report should include sales from the online store.
3 votesDone. Requested functionality is available since 6.3.0 release version.
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Remain within current contact financials upon deleting an invoice or payment. Is this a bug?
Is this a bug?
For various reasons, there are times which arise when an invoice or payment needs to be deleted. It frustrates us that each time we delete an invoice or payment within a particular contact's financial transactions, we are consistently redirected out to the global financial page for invoices or payments, respectively.
If we are editing financials at the contact level, we should be returned to that contact's financials alone. More often than not, there are still other tasks to perform within the contact. It takes a lot of unnecessary extra steps to get back to where we…
4 votesReleased in 5.12.2 on 12 Oct 2017
Release notes: https://gethelp.wildapricot.com/en/articles/1498-version-5122-release -
Change invoice billing person
I would like to have a feature where I can bill someones registration for an event to a different person. Quite often our members pay for other members to attend our event (usually clients), but i have not yet found a way to assign that. Invoicing is miserable at this point when one person is sponsoring 30 people from other companies. Would be great to be able to resolve this in some way.
1 vote -
Supples invoice
It would be great to be able to invoice members for supplies they have received like handbooks and materials that are separate from membership fees. Also a way they can pay them online (ie Paypal) or the admin can mark them as paid if cash was used.
1 voteYou can do it now using “Manual invoices” feature – see http://help.wildapricot.com/display/DOC/Issuing+manual+invoices#Issuingmanualinvoices-Issuingmanualinvoices
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Export all contact information (e.g., addresses, phone numbers) from financials
Export all contact information (e.g., addresses, phone numbers) from financials
13 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
Option to send a payment receipt sent for manual payments
manual payment receipt
1 voteWhen you record a manual payment and save it, there a button “Email” at the top. See http://help.wildapricot.com/display/DOC/Emailing+or+printing+invoices+and+receipts#Emailingorprintinginvoicesandreceipts-Emailingpaymentreceipts
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Make the Origin field in Invoices universally available to forms for Financial reports
I strongly recommend making the Origin field in Invoices universally available to all forms. Even if it isn't used in many of the forms it could be hidden so that it can be an option to select for reports.
This became important when we were trying to view Payments by Event income and membership income and wanted the Invoice Origin to be included. It would save us hours of work.
Thanks for considering!10 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
finance reports need a detail field
So I sell a membership and that person also bought a map and made a donation. When I create the invoice, the membership automatically shows up. I can add a line for the map. If I add it first in the donations tab before creating the invoice, the donation will also automatically be added to the report.
BUT when I download a list of the payments for that day, I get one entry for that person (the membership) with the total amount paid. I need the membership to show on the report separate from map.
The lack of Detail for…24 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes.
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