164 results found

1. 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 cancelation --- just the original payment date is recorded.

   We monitor the open balances, since we want to make sure the credits are correct and not due to event manager error, but it is cumbersome to find the original source of open balances resulting from canceled invoices.

   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… more

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   14 votes

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   3 comments  ·  Finances  ·  Delete…  ·  Admin →
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2. 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?

   6 votes

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   4 comments  ·  Finances  ·  Delete…  ·  Admin →
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3. 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 right direction, I would much appreciate it.

   ===

   We do not currently have a way to import this data but it is obvious it would be great to have it. At the moment I am not even sure about the feasibility of this because the data structure of financial transactions can vary greatly between different systems.

   Nevertheless, I would appreciate input:

   • how important is this for you

   • what system/format you are transferring from

   • what are the key fields you would like to import (for each transaction type)

   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… more

   32 votes

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   18 comments  ·  Finances  ·  Delete…  ·  Admin →
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4. 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

   31 votes

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   22 comments  ·  Finances  ·  Delete…  ·  Admin →
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