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  1. 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).

    4 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.)

    18 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. fee payment frequency

    allow fee payment frequency to also occur weekly bi-weekly as well as the current monthly. This suits our customers who have members who have a cash receipt cycle relevant to those periods

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. $ totals on reports

    Under Payments and refunds report it should give $totals. For example if I am using it to sum up the cheque deposits for that day I can record cheque payments but have to export to excel to get a sum of those cheque payments for the day.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Let Admins "un-void" an invoice

    We ABSOLUTELY need to be able to resurrect/"un-void" invoices that have been expired. It is possible that a member mails a check and it arrives after due date, but I will honor the post mark if it is before the deadline. I want to be able to "un-void" an invoice, and not need to generate a new one.

    5 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email Auto Reminders for Other Open Invoices

    Would like options to set auto emails for open invoices other than just membership invoices. ie: events and manual invoices created when open for 30/60/90 days etc. the system should auto email the invoices again. It is too cumbersome to expect users to manually send each one.

    4 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Assign income codes to financial transactions

    It would be helpful if Wild Apricot offered the option to automatically assign a certain transaction type with an income code.

    We currently add the income revenue buckets that we use to the transactions on a monthly basis, and this would save us a lot of work!

    It would be helpful if, for example, we could assign all revenue from membership dues for both new and renewing members to "4100 - Membership Income"; all revenue from monthly programs to "4200 - Program Income", and so forth.

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. Print watermarks on invoices

    Some organizations create hard copies of invoices for accounting. It would be beneficial when printing invoices to print out the Paid or a VOID watermark on an invoice.

    6 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. Field for check number

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

    9 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Consolidated Invoice to Non-Member/Contact

    We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.

    In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.

    This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.

    10 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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).

    69 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. Full-stack finance management in Wild Apricot

    Add a managing finances overall the organization...

    I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(

    Planned growth for coming years, etc...

    24 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Export Finance Audit Log to Excel

    Currently there is no way to export the Audit log. We need the fianancial transaction IDs recorded by payment gateways so that they can be reconciled on the payment gateway.

    Here's a list of the Stripe details that should be exported

    ChargeId ch_1AQhPvBERWAb08kz1AUdKPxQ

    BalanceTransactionId txn_1AQhPvBERWAb08kzXH3Ol0qY

    Currency cad

    Description Invoice #31070707.646846: Donation

    ReceiptEmail **************************

    Amount 1000

    AmountRefunded 0

    Captured True

    LiveMode False

    Paid True

    Refunded False

    StripeCard.Last4 4242

    9 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. Improve void invoice workflow

    When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

    At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

    28 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sage Accounting

    Can you have WA sync with Sage Accounting?

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Batch voiding/deleting invoices

    There should be a "Void & Delete" invoice button which allows both steps to be done in one hit rather that having to Void the invoice then delete it.

    Would also be a helpful feature if you could void & delete a batch of invoices. Eg invoices 1009 to 1100

    11 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. group billing

    Provide a way to group multiple invoices for different members to be selected/grouped/paid by a single individual payment. This IS NOT a capability of membership bundling. I want each membership to remain in a separate record, but I need the ability for a single invoice to accumulate charges for multiple individuals. For example, I have one organization that has 4 individual memberships in our organization for their employees. They want the ability to make a single payment that covers all 4 membership renewals rather than having to log into each record and make 4 individual payments. This also occurs when…

    45 votes
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    11 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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