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  1. Event Invoice Zero Amount

    Invoices for events should be able to have a zero balance if they are being updated by site administrator

    8 votes
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      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • Better admin invoice settlement ergonomics needed

      Express invoice settlement in admin financial transactions. The current admin finance forms to record the payment then settle the unsettled invoices one at a time until the funds are used up is somewhat slow. It would be preferable to have a check box model like that in profile/finances payment screen.

      The user story is that an organization is transitioning from offline payment to online payment and needs to be able to efficiently support both processes (we're 1000 members creating 8000 or so registration invoices to settle per quarter).

      2 votes
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        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • multiple depost accounts with Affinipay and Auto Sorting

        Integrated payment with Affinipay is good, but my organization has multiple bank accounts for separate departments of our organization. Multiple deposit accounts through Wild Apricot Payments would allow us to track our income better.

        With this functionality, choosing what payments go where would be helpful as well. For example, all event payments go to one account while membership renewals go to another

        2 votes
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          3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Redeeming a discount, adds member to a group

          RE: Groups:) It would be great if this feature was available.
          When members redeem a specific DISCOUNT, they are automatically added to a specific GROUP which can be assigned by and ADMIN at creation of the discount

          1 vote
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            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
          • Automate resend invoices/send invoice reminders

            It would be very helpful to have a way to automate re-sending open invoices via email after specified intervals (30 days, 45 days, etc.)

            5 votes
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Upload check image

              when marking an invoice as paid via check, there should be an option to upload an image of the check.

              6 votes
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                0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • Field for check number

                We really need a field to record a check number when processing payments.

                5 votes
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                  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Need transaction description to go to PayPal

                  Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

                  66 votes
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                    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Omit blank address lines on invoices and receipts

                    Invoices and receipts - we would like the functionality to omit the blank line that is printed when there is no information in the 2nd address line. We often get requests to mail invoices. The blank line has caused some postal delivery issues.

                    5 votes
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                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    • choose transactions (not dates) to be exported to QuickBooks.

                      I would like to see a button that says "export transactions since last time exported" instead of choosing a date(s) to transfer information to QuickBooks. If I transfer membership invoices and payments on a certain date and then someone comes along and renews a short time later I have to export that entire day again. So when I have to export that day again QuickBook assigns the invoice numbers twice and I have to go into QB and delete the 2nd invoice numbers.

                      15 votes
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                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automatically apply credits at payment screen

                        User account credits to be easily applied or automatically applied to any purchase they make including event registration. Currently there's no one click way for them to apply their credit to their registration. It should honestly automatically happen.

                        23 votes
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                          7 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Single Comprehensive Itemized Income Report

                          Would like to see a more robust and comprehensive reporting feature for monthly income—something that would be sufficient to deliver to the treasurer so they can post totals to QB. For example, would like to create excel report that displays all of the invoice options and payment status options for a specific period, but in one report (membership, donations, manual invoices, fully paid, partially paid, unpaid. These would need to be itemized. I don't need the graphs, just the subtotals.

                          5 votes
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                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                          • Create a process to write off bad debt

                            There presently is no defined way to write off a bad debt. If someone owes money and is no longer a member they can be archived but their bad debt remains in accounts receivable. Our solution to keep A/R in check is to create a tender called Bad Debt and then apply that as a payment. Though that works it falsely inflates payments received reports which treats it like money that came in. Soooo, need something like a system created bad debt tender that by default does not show up financial reports as a payment but as what it really…

                            23 votes
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                              8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Invoice line-item export

                              I'm working on a financial report for my organization, and I'm trying to find the line-item detail for all financial transactions conducted through our site (so I can slice and dice the data to illustrate various aspects). Without this, it's not possible to resolve discrepancies in the data and close out our organization's finances.

                              I was able to download a report from "Payments and Refunds", however this only shows totals for each invoice and does not show what line items each person is paying for, so I can't break the data down fully. I also found the "Income" report under…

                              16 votes
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                                1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Bulk invoice print/email

                                Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

                                132 votes
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                                  83 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Multi-currency

                                  We have members in different countries (US, Canada, Europe, and beyond);

                                  It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).

                                  35 votes
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                                    25 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Integration with QuickBooks Online

                                    1) Integration with QuickBooks. Need to be able to download monthly in a way that recognizes existing customers and allows me to code transactions in WA according to my QB Chart of Accounts.

                                    For financial data from Wild Apricot to be useful to Parent Booster USA, I have to be able to download an arbitrary number of transactions, e.g., all transactiuons in a month, for all members, them load those transactions into QuickBooks so that the download adds new transactions to the exisitng customer accounts. Downloads that create new customers each month aren't helpful. Beyond that, I'd like to be…

                                    140 votes
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                                      78 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Financial reports in landscape format

                                      You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.

                                      It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.

                                      Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.

                                      12 votes
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                                        2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Chart of Accounts export to QuickBooks

                                        An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.

                                        17 votes
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                                          8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Bulk create invoice/send invoice reminders

                                          Hello,

                                          I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

                                          I'd appreciate any guidance on how to do this.

                                          Thank you

                                          Dale

                                          65 votes
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                                            24 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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