Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
162 results found
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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.
6 votes -
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.
7 votes -
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…
3 votes -
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
3 votes -
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.
9 votes -
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 {ContactBalanceAmount}. However, including this on an invoice without reference to the credits which cause it to differ…4 votes -
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!
3 votes -
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
2 votes -
member can apply discount to existing invoice
apply a discount at checkout, and validate the discount is applicable for that items being invoiced.
10 votes -
5 votes
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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.
6 votes -
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 -
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!
3 votes -
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 -
Invoices should have option for automatically added prefix
We end up merging several sources of information into quickbooks. When our payments come in, they are obvioulsy marked with WA-xxxxxxxx, so easy to identify, and no conflicts.
Invoices just come in as 00014, and could conflict with other input numbering schemes.
Would be nice if invoices could be exported as WA-000144 votes -
Add PayPal as payment option with Affinipay
Several members prefer using PayPal as their payment method. It would be nice to be able to use PayPal with Affinipay.
2 votes -
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.
101 votes -
Ability that allows finances filtered by group participation.
there is no feature at the moment that allows finances filtered by group participation.
3 votes -
decimal seperator
The decimal seperator for all prices is marked by ",". Therefore, when sending out an invoice of 25000, the value on the invoice reads "25,000".
We are a danish organization, and in Denmark, the decimal seperator is "." and therefore when we send and invoice of 25,000 DKK it actually states that the owed amount is only 25 DKK.
Is it possible to have an option where the decimal seperator will be a decimal point instead of a decimal comma?
Looking forward to hearing from you
Best regards
Jeppe Zeeberg1 vote -
I was very impressed by Wild Apricot but I was looking for a comprehensive platform also offering some basic financial management
I need a software importing also past transaction related to donors by their unique ID, register contacts without emails, assigned resources to projects and subprojects, manage different bank accounts. In any case your personnel has been very clear and quickly responsive.
1 vote
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