Additional filters needed for Financial income reports
We need to be able to run the income report (to show all invoices issued in the period) and be able to filter by the payment tender to show the portion of an invoice paid by wild apricot payments, the portion paid with a credit on the account, or other tenders and the portion that remains unpaid at the end of any given period. Currently, the income export will show all invoices and the amount paid/unpaid but it doesn't break down the amount of each payment tender. We have a hard time posting our income data to quickbooks because our wild apricot deposits do not reflect all income earned and there is no report in wild apricot to indicate the total income broken down by payment tender used. We have a number of invoices that are paid partially with a credit balance on their account and then paid with an online payment once the credit has been taken. The existing report just indicates 'online, offline' in the payment type column but doesn't break this down to show the actual amounts of each.
If the export simply showed these as separate or provided the amounts for each type separately, I could use this report.
AdminTeam Support
(Customer support, Wild Apricot by Personify)
shared this idea
-
Leslie G
commented
This is very important to us as well. There is no reporting on member credit balances so we can reconcile to cash/credit in quickbooks
-
Frank
commented
Thank you for your suggestion.
