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  1. Use of Affinipay card reader

    Now that Affinipay has a bluetooth reader/swiper, is WildApricot going to be able to integrate that as a payment option?
    This is the text from an Affinipay email:
    Introducing the all-new AffiniPay for Associations mobile app and Bluetooth reader/swiper
    We are thrilled to announce the launch of our brand new AffiniPay for Associations app and Bluetooth reader/swiper!
    Available for both iOS and Android devices, our mobile app allows you to accept contactless payments and the latest chip card technology, making your payment processing more flexible and convenient for your members. Enter a member’s payment details manually or use our new…

    9 votes

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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. multiple renewals on one invoice

    It would be very helpful for our organization if it were possible to add multiple membership renewals or event registrations onto a single invoice, rather than all separate / individual ones. I know you already have a 'bundle' membership option, but that solution isn't a perfect fit for the way we do accounting on our side, unfortunately.

    4 votes

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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Affinipay

    We would like to have the ability to add more than one fully integrated bank account to use in our website. I would think that you would be working diligently on this NOW as it is an easy way for Wild Apricot to capture more revenue.

    7 votes

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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Cash-based income report

    When running an Income Report, it would be much more useful to have the payments posted in the month of payment as opposed to the month of the invoice. Accrual accounting isn't all that useful for a non-profit on an ongoing basis. It also makes reconciling bank account records impossible. Alternatively, if the level of detail (summary breakdown of payment allocation, i.e. membership, events, store orders) was available on the Payments Report, that would alternatively work.

    2 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Restrict Deleting Invoices to Account Administrators

    Invoices once raised should not be deleted. Given there may be multiple event organisers who then have access to raise invoices, there is a potential audit / probity issue around cash receipts if an invoice can be deleted. Very rarely is there any need to actually delete an invoice. Voiding and/ or refunding is quite adequate and maintains an audit trail. Delete should only be possible by account administrators.

    1 vote

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Attach membership invoice to bundle members

    When a bundle administrator changes the renewal invoice goes with the original person. It would be best if invoices could be associated with the bundle and not the individual.

    1 vote

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Link manual invoice to business operation

    Need to be able to link a manual invoice to an Event so it will be included in the Income Report

    1 vote

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Don't break connection between payments and original operations they were received for

    I want to be able to track the financials for an event - included who paid what and who was refunded. With v5.9, invoices are not deleted (hurray!) but are voided and payments are unsettled. This 'breaks the link' between the payment and the event. I'd like to have an audit trail of all financial transactions related to an event, even for cancellations.

    Background - the specific use case is events that have cancelation fees associated with them. When someone cancels we still need to charge them. Canceling them from the event voids the invoice and unsettles the payments. I…

    1 vote

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. Include available credits and net balance due in invoices

    The macro {AmountOwing} for invoices appears to be a misnomer. The macro does not respect any general credits available on the account, so it is only the amount owing to the specific invoice. In commercial billing it is standard practice for invoices to inform customers of any remaining credits on their account and the net balance due. Please support including available credits and net balance due in invoices.
    P.S. It appears that the net balance due is available in the macro {Contact
    BalanceAmount}. However, including this on an invoice without reference to the credits which cause it to differ…

    3 votes

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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Refunds process

    Issuing refunds is REALLY COMPLICATED and NOT INTUITIVE and needs to be simplified from both the events page AND the finances page.

    5 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. Saving Invoice Line Item

    There should be a way to save invoice line items and create a drop-down list so some manner of consistency exists. makes no sense that there is no drop-down if predefined items.. I have never seen accounting that does not have the option to select or create a list of invoice line items!

    2 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. member can apply discount to existing invoice

    apply a discount at checkout, and validate the discount is applicable for that items being invoiced.

    7 votes

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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. HST on Receipts

    I have just processed our first payment and the receipt came through with the total amount of the invoice HOWEVER the HST was not reported separately. As we are a municipal association it is important from our members standpoint and their employers that HST be identified separately. No different than you charging HST on fees and having to report it separately

    1 vote

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. autofill member information when processing credit card in Administrator Mode

    Auto fill the address, city, state, zip and phone number when processing a members credit card in admin mode.

    1 vote

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. 3 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. change {InvoiceDetails}

    We would like to be able to edit the macro {InvoiceDetails} as this would allow us to indicate information that we would like to appear on the Authorized.com payment receipt, which is the payment method we use to process memberships and events.

    2 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Tax macro for invoice & receipt templates

    It would be great to add a tax macro for the invoice and receipt template. Currently, the total is inclusive of taxes and since there is the possibility of a number of different tax rates, it would be great for customers and association to have the amount pre-tax, tax amount and if possible an indication of which tax rate, and then a total balance.

    5 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Future revenue report

    Would be great to run a report that aligns to a yearly budget - what membership dues are expected in the future. Right now, there are reports for when revenue has come in, but would be great if those reports could also extend out to EXPECTED revenue, for budgeting purposes. Thanks!

    2 votes

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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability that allows finances filtered by group participation.

    there is no feature at the moment that allows finances filtered by group participation.

    3 votes

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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. Have AffiniPay Compute Fees At The Transaction Level

    When PayPal was our processor, their exported transaction details gave us the GROSS amount and the FEE amount charged per transaction. AffiniPay only exports the GROSS amt collected and then bills us the next month for fees. It's an accounting nightmare. We want to keep track of our income/expenses at an event level. I'm now having to manually compute the AffiniPay fees for each transaction. Ugh.

    95 votes

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    20 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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