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  1. Block/make private financial details from some administrators

    While we give some members administrative rights, it would be good to have the option of blocking financial data from administartors

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    26 votes
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    4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Event Registration to NOT create invoice

    We are not using the financial components of WA and do not want event registration to create an invoice.

    10 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Member Finance Profiles

    I am not thrilled with the way invoicing and financial transactions, including multiple payments and refunds, show under a member's record. It can be a little disjointed. It would be better if it was listed more like it would look in an accounting software as a full transaction list. For Example:

    10/27/14 - Invoice - Membership Renewal - Silver Level - $200
    10/28/14 - Payment - Membership Renewal - Silver Level - $200
    10/28/14 - Invoice - Newsletter - Monthly Newsletter - $100
    10/29/14 - Refund - Membership Renewal - Silver Level - $50
    10/30/14 - Payment - Newsletter -…

    3 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. MYOB integration

    It would be fantastic for Wild Apricot to integrate with MYOB as it does with QuickBooks. Thank you!

    10 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    163 votes
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    96 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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).

    42 votes
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    28 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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…

    158 votes
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    83 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    16 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    22 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. When paying invoice in full, copy internal notes to payment record

    Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.

    3 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

    83 votes
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    28 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. Batch print/email Account statements

    I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.

    55 votes
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    23 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

    We’re collecting comments and votes for now, no actual development is planned so far

  14. Importing payments from QuickBooks online

    An extremely useful feature would be the ability to export payment data from QuickBooks (including the online version) into WA. Many of our corporate members pay by check, and currently we have to manually update WA to reflect those payments. That shouldn't be necessary.

    18 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Access to income report detail/Drill down reports

    When I create a monthly income report, I get aggregate figures for events and membership types. I would like to be able to create a monthly report, and then be able to see all the transactions that went into that report. I don't find a way to do that. I CAN get a list of transactions for a certain time period, but that screen is limited to 50 per page. A very annoying limitation. I would like to see them all, and have them in a searchable file, which I could also download.

    Mark Rougeux

    26 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  16. Credit Memo for Invoice

    Can this be done?

    We have an event - it's cost is $450. member signs up, invoice is produced and the member pays $450. - nice and clean

    Then, for a host of reasons, the cost is reduced at a later date by $80 and a refund check is issued. I want to issue a credit memo for the $80 so the member has this on their account and then we record the refund check issued and the account is back in balance.

    The net revenue for this event is $370.

    How can we do this?

    Thank you in advance,

    17 votes
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    17 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Report Membership Income by Membership Year

    Our finacial reports require disclosure of dues paid for future membership years based on membership expiration (e.g., renewal) date. Many of our members pay dues for several years into the future. It would be great if there were an option on the income report to show either the summary totals by membership year or optionally list the detail along with the total.

    6 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Tax (HST) on Extra Charges as an Option

    We have a situation where we need to charge HST on our club membership fee but not on a required pass through fee from an umbrella organization. It is a required fee for members. Currently it is implemented as an extra charge but there is no control over its tax status ie applying a tax. In this case there is no HST applied to the $35.00 fee but there is for our club membership fee.

    Can you suggest a work around?

    It would be great to have the extra charges fields have an option to apply taxes or not.

    17 votes
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    9 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Volunteer credits

    I know that allowing redeemable discount coupons is on the wish list, but what about also acommodating volunteer credits (e.g. points or credits earned for volunteering) that could be used according to criteria established by the organization e.g. 20% off a membership renewal?

    11 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. Payment due date for manual invoices

    I would really like to be able to add a "payment due" date in a specific field when raising a manual invoice.

    When creating an invoice, this would appear as a date field to complete. It could then be inserted into the invoice template using a macro. For convenience it could deafult to invoice date +30 days (for example). Although some companies might have standard payment terms (eg pay within 30 days of invoice date), we need to be able to give a specific due date for every invoice issued.

    However, it would perhaps be most useful for reporting. When…

    7 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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