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  1. Change Payments report Export file to include what the payment is for

    Make a quick fix to this Excel download report:
    The displayed report at Finances - Payments & refunds - displays what the payment is for but the export file does not contain the field containing what the payment is for. It only shows the word "Payment" which is unneeded. PLEASE CORRECT THIS ASAP!

    See attached:

    21 votes
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      2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    • reports that access financial information and information from the application simultaneously

      I am told by WA that it is currently not possible to run a report that includes both financial information and information that is in the application. We need this capability.

      When our members join the state organization they also join a district (for the geographic area in the state where they live). The dues get divided between the state organization and the districts. Currently, to figure out how much of the dues goes to the state and how much goes to the district accounts we need to export the contact information from WA to an excel sheet and export…

      8 votes
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        1 comment  ·  Reporting  ·  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?

        25 votes
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          4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

          21 votes
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            1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Export all contact information (e.g., addresses, phone numbers) from financials

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

            12 votes
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • RSVP - Simplified event registration

              Current behavior:
              Registration requires filling out online registration form.

              Desired behavior:
              In some cases this is an overkill and what is desired is Evite-style registration when people can simply click on the link in the event and be done with it.

              Notes:
              1) This would only work for people already in the database
              2) This would only apply to free events
              3) If there are multiple registration types - assign one as default? Force people to choose online?
              4) Highly desirable - negative RSVP - when people say they can not attend.

              283 votes
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                Work in progress  ·  91 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
              • Voting/Elections

                Current features:
                No supported, an external tool must be used (e.g. wufoo.com)

                Desired features:
                Ability for existing members to vote for existing contacts/members (e.g. board members elections) .

                234 votes
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                  19 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
                • Mobile app for members - register for events, search directory

                  Current situation:
                  Our mobile app is only accessible to administrators of an organization.

                  Desired situation:
                  Have a native app (apple + android) that useful for members (e.g. register for events, view directory, edit profile, etc)

                  117 votes
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                    36 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                  • 29 votes
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                      1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • Integration with "PayPal Here" (accept credit card payments on the go).

                      Integrate mobile app for administrators with PayPal Here in order to accept credit card payments.

                      Please vote to this suggestion if you prefer using PayPal Here instead of Square Register.

                      115 votes
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                        6 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

                        56 votes
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                          22 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

                          We have started development of the feature. At the moment we decided to focus on ivoices and payments exports and add
                          – 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.

                          We’ll keep you updated on progress

                          Oleg, Product designer @ Payments team

                        • Restricted access to documents and images (member only files)

                          Current behavior:
                          If users have a direct link to a file, they will have the ability to download it (i.e. page permissions are not inherited by the files on those pages)

                          Desired behavior:
                          Restrict folders and the files in those folders by membership/administrative/group level

                          199 votes
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                            Work in progress  ·  84 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                          • Generating membership cards and certificates

                            Current behavior:
                            Membership certificates/cards can be produced by running a search, exporting records and using something like MS Word mail merge

                            Desired behavior:
                            Ability to directly setup in the system layout and fields for membership certificates/cards and then to print them using common label formats.

                            Notes:

                            Details about specific desired formats/layouts/label sizes would be appreciated.

                            347 votes
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                              153 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →

                              Thanks to all who commented here and participated in our UX test. We analyzed all comments and feedback and started development of this feature.
                              This thread contains a lot of comments and requests and changes look pretty huge, so we decided to ‘eat the elephant’ bit by bit.
                              The first step will be implementing membership cards for new / renewed members. Administrators can create the card and publish it in the member profile automatically so that members could download and print it.

                            • Mapping location of members

                              For trade associations, it would be great for companies to be able to indicate where they are located, so everyone can search for local companies.

                              then to sort and map companies by their indicated locations, would be phenomenal.

                              243 votes
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                                Work in progress  ·  91 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                              • Implement Let's Encrypt

                                Wild Apricot should implement Let's Encrypt's new free SSL certificates for all paid accounts with custom domains by default. Perhaps the technology is already compatible, but the process seems to be very different from just emailing the WA tech support a certificate.

                                42 votes
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                                  29 comments  ·  Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Email Preferences on Contact or Membership form - e.g. to support CASL (Canadian Anti Spam Law)

                                    Can I include the email preferences on the Contact or Member and/or Event form? I want people to able to set these options when they sign up.

                                    As I understand it, when someone new signs up for an event, a contact record is created and the email preferences in that record are automatically enabled--without the person's knowledge. The person can later go in an changes these settings and/or unsubscribe.

                                    However, when they register for an event, I would like to give them the choice to opt-in to receiving emails blast, rather than have email preferences turned on by default, and…

                                    7 votes
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                                      7 comments  ·  Legal  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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

                                      48 votes
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                                        13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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…

                                        21 votes
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                                          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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?

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