Type in your suggestion - new feature or improvement idea

More Detail Level in Financial Reports

As of right now, when you run a Payments/Refunds report it only shows what invoice type, like Membership Renewal or Conference, was paid for. I would love for it to include the membership level, and for conference payments a list of the add-ons purchased. Or maybe we could integrate General Ledger account numbers into the system, and the reports could just do a breakdown, like $300 - 500 (Conference Registration)/ $50 - 525 (Conference Dinner).

It would also be awesome if I could get a Income Report based on the payments received instead of invoice date like it currently is set.

4 votes
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)

    We’ll send you updates on this idea

    AdrianAdrian shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    0 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...

      Feedback and Knowledge Base

      Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7