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  1. Income Forecast Report

    I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.

    This will allow for better budgeting.

    Maybe even a yearly graph so we can see which months we will not see much income from renewals.
    This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.

    I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.

    Thanks

    David

    5 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Limiting discount codes

    In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).

    Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…

    8 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  3. Multiple invoice templates

    I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

    I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…

    106 votes
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    44 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. Can we have an option to create and send a pdf of the invoice

    We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice

    thanks derek

    115 votes
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    43 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Financial Reporting: Break out extra charges

    Anytime Memberships are reported out, maybe not at the high summary level, but at the indivdual membership level I would like to see a breakdown of membership fee vs. extra item fee (e.g. In July I had $500 of membership income, how much was from elite level, how much from regular level, and for each, what percentage is membership fee and what percentage is extra items).

    80 votes
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    37 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  6. Provide event name on Financial documents

    When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.

    This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…

    12 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  7. Import of historical financial transactions

    From a client message to tech support:

    ===

    Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

    28 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  8. Discount coupons for recurring payments

    I would like to see coupons that place a permanent discount on a recurring payment membership price.

    To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.

    Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.

    Thank You

    16 votes
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    17 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  9. More flexibility in specifying tax treatments of items is needed

    On membership invoices, some extra charges are taxable and others not. E.g. dues and initiation fees are taxed while stock fees are not.
    Also some events are taxable and other events are not.
    While I can specify prices to be inclusive of tax and not apply taxes to entire invoices, this make accounting much more difficult.

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Flag Accounts with Open Balance

    Not allow registrations for anyone that has an open balance on their account exceeding a certain dollar amount

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create custom invoices for each event

    Create custom invoices for each event

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  12. Simplify sending out invoices

    When I send out an invoice it actually gets sent rather than the page not loading and me having to retype out my email and send it.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  13. hyperlink in manual invoices

    In generating a manual invoice you can not include a hyperlink to a page in your website to refer the member to for further information.
    Grant Sheehan

    1 vote
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  14. Income breakdown members / non-members p.a.

    Is there a way to extract income from members and non-members from all events p.a.? I can only see how to do this per event, not all. I would like to see how much income we received from our members and from non-members to include this figure in our Annual Report.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Reoccuring Invoices for Vendor Sponsorship renewals

    I would like to request an enhancement request for invoicing.

    We are a non-profit information security organization (local chapter of ISSA) and every year I have to manually create an identical invoice for each vendor that sponsors up.

    The enhancement I would like to recommend is:


    1. Reoccuring invoices. This would create a new invoice 12 months after the last one, give me the ability to review it, and send it out to the vendor. And/Or


    2. The ability to clone an existing invoice. This would allow me to take an invoice I sent last year and clone it. It would receive…

    3 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Team Payments responded

    Interesting idea. Let’s see what other’s say about it.

  16. Separate ID # from Organization Name in QB Export

    I would like to recommend separating the identifier number for each member from organization name in exports to Quick Books. The identifier does not allow for alphabetizing of organizations or ready merging with accounts that exisit in QB.

    1 vote
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  17. Dashboard posting of aging receiveables

    On dashboard page have aging receivables dollar amount posted.

    2 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  18. Aging receivables report improvements

    It would be helpful to have the invoice number show up on the Aging Receivables Report. It could be a separate column by the contacts name and organization. That would eliminate the need to click on the contact's name to find the open invoice in their account.

    13 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Generate a 990 EZ form from your financial data

    The 990 EZ is an IRS form for exemption from income tax. Filling them out is a lot of work. How about an option to generate a 990 EZ draft, filling out some of the fields based on the year's annual revenue, sales, company name, tax ID, donations, etc...just anything to reduce the pain point of this monster document. If you need to have a message box alert that says something like "Its your responsibility to ensure the accuracy and this is only a draft to help you get started with your local accountant".

    5 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. Online Payment pulls ALL invoice amounts

    Online payment issue: My my members are finding that their whole balance shows in Pay Pal (all events etc- EVEN THOUGH they have seleced INVOICE ME on some of these these) when trying to purchase one small item (in this case a $30 shirt). This has not happened in past years. Yes, I've just found out that they can log in and uncheck invoices but HOW would they know that and WHY should they have to??? They already selected INVOICE ME. If there is a way we can reset payments please fill me in. We pay a fee to use…

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