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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…

    149 votes
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    79 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    148 votes
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    86 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    100 votes
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    42 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    97 votes
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    39 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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).

    80 votes
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    37 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Bulk create invoice/send invoice reminders

    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

    70 votes
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    24 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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).

    68 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Batch print/email Account statements

    I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.

    54 votes
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    23 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

    We’re collecting comments and votes for now, no actual development is planned so far

  9. 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?

    45 votes
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    4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Team Payments responded

    Due to priorities shift we had to put this issue on hold.
    We’ll post any updates as we have them

    Oleg, Product Owner @ Payments crew

  10. 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…

    38 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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).

    38 votes
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    28 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Have AffiniPay Compute Fees At The Transaction Level

    When PayPal was our processor, their exported transaction details gave us the GROSS amount and the FEE amount charged per transaction. AffiniPay only exports the GROSS amt collected and then bills us the next month for fees. It's an accounting nightmare. We want to keep track of our income/expenses at an event level. I'm now having to manually compute the AffiniPay fees for each transaction. Ugh.

    37 votes
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    14 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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…

    37 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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…

    27 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Event Invoice Zero Amount

    Invoices for events should be able to have a zero balance if they are being updated by site administrator

    26 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. Full-stack finance management in Wild Apricot

    Add a managing finances overall the organization...

    I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(

    Planned growth for coming years, etc...

    25 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Create a process to write off bad debt

    There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…

    25 votes
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Accounts Receivable Report for selected period

    The AR report only provides the current picture. If I do not remember to run it on the last day of the month it must be contrived by deleting any income and invoices. Enabling this to run for a selected period just like all the other reports would provide for correlation/proofing with our books and allow for historical comparisons that tell us if our collections are improving/lagging/meeting our goals.

    25 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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

    25 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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!

    24 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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