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27 results found

  1. 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 votes

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    87 comments  ·  Finances  ·  Admin →
  2. 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 votes

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    56 comments  ·  Finances  ·  Admin →

    We 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

  3. 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 votes

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    38 comments  ·  Finances  ·  Admin →
  4. 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 votes

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    13 comments  ·  Finances  ·  Admin →
  5. 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 votes

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    28 comments  ·  Finances  ·  Admin →
  6. 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 votes

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    13 comments  ·  Finances  ·  Admin →
  7. 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 votes

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    6 comments  ·  Finances  ·  Admin →
  8. 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 votes

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    18 comments  ·  Finances  ·  Admin →
  9. 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 votes

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    0 comments  ·  Finances  ·  Admin →
  10. Adding event title to invoices that related to an event

    I've found frustrating is that in any list of invoices, the event (or events) that the invoice pertains to isn't given. The only information is "Event registration", which isn't too specific. A user can click into each invoice to look at it, but when managing a large number, this can be very time consuming.

    Thanks.

    24 votes

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    1 comment  ·  Finances  ·  Admin →
  11. Invoice Report to show both initial Invoice and Payment Date?

    Can we get under Finances, under Invoices, a way to get the Invoice Report to show both initial Invoice and Payment Date? Or to get an Invoice Type filter on the Payment Report?

    17 votes

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    3 comments  ·  Finances  ·  Admin →
  12. Export all contact information (e.g., addresses, phone numbers) from financials

    Export all contact information (e.g., addresses, phone numbers) from financials

    13 votes

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    0 comments  ·  Finances  ·  Admin →
  13. 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.

    11 votes

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    8 comments  ·  Finances  ·  Admin →
  14. 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 votes

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    1 comment  ·  Finances  ·  Admin →
  15. 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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    8 comments  ·  Finances  ·  Admin →
  16. 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 votes

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    7 comments  ·  Finances  ·  Admin →
  17. 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 votes

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    1 comment  ·  Finances  ·  Admin →
  18. 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 votes

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    5 comments  ·  Finances  ·  Admin →
  19. income report include store sales

    the income report should include sales from the online store.

    3 votes

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    0 comments  ·  Finances  ·  Admin →
    Resolved  ·  Team Husky responded

    Done. Requested functionality is available since 6.3.0 release version.

  20. A field for check number and check date on payment details

    Right now, we are entering a member's dues payment check number/check date in the "Comments for payer" text box. That appears on the email payment confirmation. However, "comments for payer" is not included in an export file action. If it were included, then we could easily generate supporting documentation for bank deposits by using the export feature.

    If it is not possible to include "comments for payers" in a file export process, I would like to have two additional fields added to the payment screen: check date and check number, and ensure that they are included in the export file…

    3 votes

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    2 comments  ·  Finances  ·  Admin →
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