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  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…

    84 votes
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      Collecting comments  ·  37 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Bulk invoice print/email

      Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

      80 votes
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        Collecting comments  ·  60 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Multiple invoice templates

        I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

        I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…

        52 votes
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          Collecting comments  ·  22 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Need transaction description to go to PayPal

          Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

          50 votes
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            2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Can we have an option to 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

            48 votes
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              Collecting comments  ·  18 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Mark invoice as already emailed

              There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

              33 votes
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                4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • Bulk send invoice reminders (manual or scheduled)

                Hello,

                I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

                I'd appreciate any guidance on how to do this.

                Thank you

                Dale

                28 votes
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                  Collecting comments  ·  20 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

                  Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have…

                  28 votes
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                    Collecting comments  ·  5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Import of historical financial transactions

                    From a client message to tech support:

                    ===

                    Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

                    25 votes
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                      Collecting comments  ·  15 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • Access to income report detail/Drill down reports

                      When I create a monthly income report, I get aggregate figures for events and membership types. I would like to be able to create a monthly report, and then be able to see all the transactions that went into that report. I don't find a way to do that. I CAN get a list of transactions for a certain time period, but that screen is limited to 50 per page. A very annoying limitation. I would like to see them all, and have them in a searchable file, which I could also download.

                      Mark Rougeux

                      21 votes
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                        Collecting comments  ·  11 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Multi-currency

                        We have members in different countries (US, Canada, Europe, and beyond);

                        It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).

                        21 votes
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                          Collecting comments  ·  9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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).

                          20 votes
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                            Collecting comments  ·  16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Income Reporting by the category

                            Be able to export income received by the category they paid (dues vs events)

                            18 votes
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                              Collecting comments  ·  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Improve void invoice workflow

                              When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

                              At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

                              17 votes
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                                Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Invoices by Mail

                                ability to send membership invoices simply via snailmail without the need to jury rig it

                                16 votes
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                                  4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • 16 votes
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                                    4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Generate manual invoices for multiple contacts / members at the time

                                    Be able to generate manual invoices for multiple contacts / members at the time.

                                    ### Business Need ###
                                    There are business cases we need to issue the same manual invoices for a significant number of contacts or members at a time.
                                    Examples include :
                                    - Late fee management : Our club charges a $25 late fee if members do not pay their quarterly invoice within the first month.
                                    - Onetime assessment : Our club just renovated one of our building. The board decided to charge the members with a $500 onetime assessment to support the exceptional cost.

                                    ### Solution Gap…

                                    15 votes
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                                      Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • group billing

                                      Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

                                      15 votes
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                                        Collecting comments  ·  6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Mark multiple invoices as paid at one time/Batch payment recording

                                        It would be helpful to have a check box for all invoices so that multiple could be selected and marked as paid without having to open each individual invoice.

                                        14 votes
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                                          13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Discount coupons for recurring payments

                                          I would like to see coupons that place a permanent discount on a recurring payment membership price.

                                          To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.

                                          Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.

                                          Thank You

                                          13 votes
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                                            Collecting comments  ·  15 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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