Financial Reset to Zero Option
Our payments for invoices and event fees are paid by either cheque in the mail, cash at the events, or sometimes by Visa on line.
As our organization is volunteer, the recording of all payments is kept in an excel file, as it has been to laboursome for our volunteer administrators to spend the time to update all that info into the Wildapricot system.
Ya.. I know.... But we are trying to get better at that.
Our memberships go from Feb to Feb with a reset on annual membership.
Because of this, it does not matter to us what happened last year, we are only concerned with th coming year.
As Members do not always come back every year, or payments ot recorded, when someone goes to renew a membership in the new year, the system tells them they still owe money from pre ious years. This is frustrating for them.
As there are simply too many invoices to go back through and void or record payment, i would like to see this....
A RESET to zero dollars owed and zero dollars collected for all members.
Then every year, we RESET the finances to Zero for the new year.
I hope to get to a point some day, where everything happens on line, but as our events occur in non-cell-service areas, there will always be a cash aspect at our events, that would ned to be updated back into the website system.
As we are volunteer based, an annual RESET would help us keep the system clean and up to date.