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162 results found

  1. MYOB integration

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

    11 votes

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    4 comments  ·  Finances  ·  Admin →
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  2. 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.

    201 votes

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    103 comments  ·  Finances  ·  Admin →
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  3. 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).

    51 votes

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    29 comments  ·  Finances  ·  Admin →
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  4. 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.

    17 votes

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    3 comments  ·  Finances  ·  Admin →
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  5. Accounts Receivable Report for selected period

    The AR report only provides the current picture. If I do not remember to run it on the last day of the month it must be contrived by deleting any income and invoices. Enabling this to run for a selected period just like all the other reports would provide for correlation/proofing with our books and allow for historical comparisons that tell us if our collections are improving/lagging/meeting our goals.

    26 votes

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    13 comments  ·  Finances  ·  Admin →
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  6. 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  ·  Admin →
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  7. 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.

    4 votes

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    1 comment  ·  Finances  ·  Admin →
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  8. Bulk create invoice

    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

    101 votes

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    30 comments  ·  Finances  ·  Admin →
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  9. 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.

    60 votes

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    27 comments  ·  Finances  ·  Admin →
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    We’re collecting comments and votes for now, no actual development is planned so far

  10. 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.

    19 votes

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    3 comments  ·  Finances  ·  Admin →
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  11. 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

    29 votes

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    14 comments  ·  Finances  ·  Admin →
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  12. 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,

    22 votes

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    19 comments  ·  Finances  ·  Admin →
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  13. 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.

    8 votes

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    2 comments  ·  Finances  ·  Admin →
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  14. 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.

    18 votes

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    10 comments  ·  Finances  ·  Admin →
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  15. 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?

    14 votes

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    2 comments  ·  Finances  ·  Admin →
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  16. 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…

    9 votes

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    2 comments  ·  Finances  ·  Admin →
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  17. 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

    7 votes

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    2 comments  ·  Finances  ·  Admin →
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  18. 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…

    11 votes

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    5 comments  ·  Finances  ·  Admin →
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  19. 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…

    125 votes

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    47 comments  ·  Finances  ·  Admin →
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  20. Situations and scenarios for not using financial module

    In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.

    New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…

    6 votes

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    8 comments  ·  Finances  ·  Admin →
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