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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...

9 votes
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    edgar.sevilla shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

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      • Stuart McClain commented  ·   ·  Flag as inappropriate

        if you are talking about accounting - I think that is better left to QuickBooks, Xero or other accounting software - direct export of financial transactions/receipts/invoices from WildApricot to QuickBooks/Xero - I think is all that is needed.
        if WA focuses on adding that functionality I feel it would detract from the core features/functionality of membership and the website features. This other functionality already exists in fully developed applications

      • tylerlodging commented  ·   ·  Flag as inappropriate

        Please add the ability for a small association to track all finances and generate basic financial statements. Many small associations are supported by membership dues primarily and your system already allows memberships and payments. These payments could flow directly to the financial statements. Give an option for the accounting type - cash or accrual - which determines when and how the income transactions are recorded. This would provide an all in one suite for small associations - web design, membership/contact management and communications, events and finances.

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