Wishlist
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27 results found
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Track Full Discounts along with Partial Discounts
Many clients have contacted us about our current handling of discount tracking.
So I created this post to collect some ideas and keep the conversation going.
Currently situation...
* Full discounts (i.e,. 100% of membership price) are not tracked in the discount reports. Suggestion:
* Track these discounts along with other partial discounts.9 votesIn version 6.4 we included the ability to track full (100%) discounts along with other discounts. Now, you can see the number of members who used this discount and opens the list of them.
See full release notes here – https://gethelp.wildapricot.com/en/articles/1619
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Customization of Financial Reports
Hey. I have seen that there is progress for the integration with quickbooks which is amazing, but in order for our finances to get figured out I need to be able to generate reports with the attendee, email, organization, event, payment date, amount, and payment type. The closest I can see it exporting the attendee reports from each event and then combining them.
If we could edit the level of detail that the finance reports show, that would be ideal
50 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
Invoice Report to show both initial Invoice and Payment Date?
Can we get under Finances, under Invoices, a way to get the Invoice Report to show both initial Invoice and Payment Date? Or to get an Invoice Type filter on the Payment Report?
17 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes. -
Record settlement history in payments for possible reuse if credited
Currently when someone cancels an event, they get an immediate credit to their account which is great.
However, it would be greatly improved if WA would record the date the credit was generated (cancel date ---- now it just keeps the original date of registration, or invoice date) and also carried the Name of the Event so that it is clear where the credit came from. Ideally, this information should stay with the credit when it is applied to a new invoice.
It is not easy now to tell a member who may think they still have a credit from…
5 votesReleased in update 5.9, as part of Voiding invoices feature – https://help.wildapricot.com/display/DOC/Release+5.9
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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
147 votesWe have released the functionality of directly getting PDF of financial documents (Invoices, Donation receipts) in recent 8.10 release. As of now it's just a PDF of email, but we plan to make it separate customizable document in future versions.
See more in release notes: https://gethelp.wildapricot.com/en/articles/2870
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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).
84 votesGood news out there!
We have released invoice line-items export that will allow you to build your own financial reports, including extra-charges break-out.
More details in release notes: https://gethelp.wildapricot.com/en/articles/1827-version-7-21-release
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Custom Reports/Full Transaction Data Extract
What I'd love to see is a simple way to export all of my transaction data. It should include every transaction recorded for event registrations, memberships, renewals, donations, refunds, etc. Then I can create my own custom reports with another program (Excel, Access) and all I would need to do is update my report data source with a new daily or weekly export from WA. Alternatively, the ability to custom design my own reports within Wild Apricot would be nice too. For example, using a drag-and-drop interface I could create my own pivot table reports like in Excel.
71 votesWe have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes.
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