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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...

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

    16 comments

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      • DSN commented  ·   ·  Flag as inappropriate

        If no seamless integration with any accounting package is on the immediate horizon, then perhaps provide formats for data export to several different accounting packages. Reason: Once an org is committed to an accounting package, there is significant resistance to migration away from it. Best solution: Optional Wild Apricot branded accounting package.

      • AdminTeam Payments (Payments and Finances features, Wild Apricot by Personify) commented  ·   ·  Flag as inappropriate

        @Lynn,

        No progress planned here for at least a year. We will post any updates right to the thread as we start any activity here.

        However could you please elaborate you last comment? Do you want several accounting codes in a single invoice? Or just want to have Accounting codes/Classes in WA? What kind of incomes do you want to account differently for?

        Oleg, Product designer @ Payments team

      • Anonymous commented  ·   ·  Flag as inappropriate

        Is there any updates.? I'm going to be sending out invoices to contacts soon that each have several different accounting codes that I need to transfer to qb.

      • Will Johnson commented  ·   ·  Flag as inappropriate

        At least for small organizations, I would appreciate a simple budget component to Wild Apricot. I wouldn't want too many bells and whistles, but the system already handles accounts receivable for memberships and event registrations. It would be very helpful for that to tie into a budgeting component. QuickBooks isn't feasible for some small organizations due to the cost and lack of knowledge about that software.

        I would want the ability to create a budget with simple customizable categories and track expenditures and revenues against the budget.

        This feature would help turn Wild Apricot into a turnkey solution for small associations/clubs.

      • 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

      • tmhr commented  ·   ·  Flag as inappropriate

        It is time to expand the Finance module to produce a basic balance sheet and income statement. Not looking for anything elaborate like Quickbooks, just something simple that gives the bank and PayPal balances. Suggesting cash accounting, not accrual accounting.

      • Karl-NCIA commented  ·   ·  Flag as inappropriate

        Sure I can, for starters:
        1. Lots of Non Profit operate using Programs/Class. It would be very helpful if when using Events in WA that each event would be able to have its own Revenue and class designation. The perfect location for this would be at the setup of the each event? This would help greatly because not all events go to the same revenue and class. That's the difference between a Conference and Webinar, they are in a class of their own.
        2. On Miscellaneous invoicing, similar to #1, but when creating invoices it would be helpful if we could designate what account the revenue should be designated at the point of setup. Not every miscellaneous invoice should be sent to one account in QuickBooks. For Example - We have no place to enter Sponsorships, so we use the miscellaneous invoice but when it’s time to export to QuickBooks there is a lot of manual correcting that has to take place to allocate the fund to their appropriate accounts in QuickBooks. We currently designate everything entered in WA with a Product code in QB, which after the upload process has to be manually corrected by entering that code and changing the class. (Very time consuming)
        3. It would be nice to have a system driven report on what is being exported with an analysis of the accounts and totals funds with detail. This print. Like a Batch Report.
        4. Invoice Batch Print or Email batch Delivery system – a process that would allow us to select invoices to print by group or email to members similar to the membership renewal process but it would be better if you are able to run these on the fly with or without scheduling. This would be helpful collection efforts.

      • Karl-NCIA commented  ·   ·  Flag as inappropriate

        I would like to see the accounting side of WA expanded, since there is a lot of reporting that should come directly from the system of origin when it comes to auditing. I am willing to give as much input as needed. Karl

      • pervaiz commented  ·   ·  Flag as inappropriate

        Financial Management similar to an online Accounting System - We use Freshbooks in addition to Wild Apricot - would be nice to have a single platform.

      • 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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