Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
157 results found
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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 -
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 -
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 Sheehan1 vote -
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:
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
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
Team Payments
responded
Interesting idea. Let’s see what other’s say about it.
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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 -
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 -
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 -
have some sort of flag that could be used for invoices, ie a check box or color
If we could have a color to show the difference between paid invoices, processed invoices ie invoices that we have actioned or transferred to our accounting package. At the moment we transfer Paid invoices from WA to the accounting package and have no idea when looking in WA which ones have been done and which haven't. Another package we used to use had color coding which was very helpful.
2 votes -
Allow for Including just Invoice Number in Receipt Customization
It would be great if when customizing the payment receipt template, I could use a macro such as {InvoiceNumber}, which is not available. Caused a real issue for a client who sends tax receipts in Canada, because this is a CRA requirement.
4 votes -
settle all invoices when recording a single payments
Offer a "settle All" button.
When someone pays for multiple items with a check, I have to settle each invoice separately. If they are paying for all events with that check, it would be nice to have a "Settle All" option to settle all items in the pop up box.
3 votes -
4 votes
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Round up to nearest whole number for prorated fees
is there anything in the works for rounding up prorated membership fees? We would really appreciate it, as we have several members paying in cash, and our currence (Swiss Franc) doesn't use "cents" anymore.
thanks much.
Int'l Women's Club of Lucerne
5 votes -
Shortcut to send payment receipts from invoice details screen
After an invoice is paid, if we click on 'E-mail' it still generates an invoice asking for payment. Can this be changed to send a receipt instead?
5 votes -
Option to Remove "(USD)" Next to All Dollar Amounts, etc.
Greatly respecting our Canadian friends (and owners), nevertheless -
We are a local club in the U.S. It's unnecessary clutter for us to show (USD) next to every dollar amount.
Is the currency abbreviation shown for all other currencies? Surely it's unnecessary clutter to show (EUR) when € is displayed, or (GBP) in addition to £.
Could we please have a checkbox to remove the three letter designation?
6 votes -
Numbers payments receipts
Good day,
Is there a way for manual payments (offline) to have the consecutive number added to the email receipts?
This is the only thing holding up our organization from using wild apricot 100% for all our billing.
Our finance people require this or they can't accept it.. Invoicing does it already, it should be too hard to make it happen with payments.
Thanks
Nick
6 votes -
Automatic invoices for admin-initiated membership level changes
When a member opts to change membership level the system automatically generates an invoice.
However if the member sends in a cheque so that one of our admin staff does the membership level change, no invoices are generated automatically.
We have a stripped down free member level that we hope encourages people to become paid members, however, the workflow as it stands now makes it very easy for our admin people to just miss the invoice step so that the member will never be charged the new rate.
I'd like to see invoices automatically generated for membership level changes (if…
6 votes -
Filter income report by member/contact record attributes
One of our clients has a setup where each member is coded with a branch (a custom field).
What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).
A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.
(See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )
I would appreciate comments and votes from other clients so we can evaluate and prioritize…
6 votes
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