Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
24 results found
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Customize invoice items
customize invoice items
1 vote -
Archived with Balance Owing
Even if someone is archived and has an open balance, when doing an invoice search under finances, the invoice should show up.
1 vote -
Administrator payment streamline
Shamir was wonderful but tells me that you have not prioritized allowing Administrators to add multiple items to an invoice and pay with one transaction. PLEASE push up that feature in the development queue!!!
1 vote -
What is QuickBooks Enterprise Support Phone Number?
When I am installing my QuickBooks software, I am facing a problem. I do not understand how to solve the error. Please help me solve this. hurry up please!
0 votes -
Record payment as an entity then apply to invoice settling
Our normal workflow is to record a member's payment then apply to invoices until consumed. Many members pay by mail-in check and we expect this to continue. as many members do not use online shopping.
By recording payment receipt at the invoice level, we loose the cash/check receipt tracking.
1 vote -
Billing/Accounting for Members?
What's the best way for automating billing (and hopefully accounting) for all your registered members? The stuff here doesn't do everything, do you guys export into a different program?
1 voteThe wishlist forum is not for this type of discussion – it is for ideas on how to improve Wild Apricot software.
Please use our Facebook group – https://www.facebook.com/groups/WildApricotTribe/ or contact our Support at https://www.wildapricot.com/contact-us -
Don't Display Incorrect Payment Instructions on Profile Page (Bug Fix)
When there are outstanding invoices, the profile page displays the General payment instructions (from Settings / Finance / Payment settings).
But some invoices may have different payment instructions, specified either in the event or membership instructions in that setting, or in the specific event.
Nevertheless the profile page displays the General payment instructions, which may be incorrect. So the member can send a payment to the wrong place.
I recommend that If any of the outstanding invoice(s) have custom or different payment instructions, do not display the General payment instructions. Instead, say "Click invoice for payment instructions."
I suggest that…
1 voteArchived due to the absence of new votes and activity.
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Total sales on financial
Add total sales and pending sales on financial transactions.
Currently there is no total calculated and we need to do it manually.
Also, have a feature where we can submit a proposal and have selected users vote on a proposal and to select which group can submit a vote. This could be used for membership committee nominations or vote on an idea.
1 vote -
Report showing only contacts with credit balances
I need the ability to run a report or filter that shows only those accounts/contacts with credit balances.
1 vote -
Post date option on invoicing macro.
Ability to create invoices using macro function. For example create and email invoices on May 15, but have invoices dated June 1st for purposes of importing into QB.
1 voteUnclear suggestion
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Overpayment
I need to be able to run a report that reflects overpayments. Many of our members have difficulty joining or renewing their membership and try multiple times. This creates multiple invoices and results in overpayments. Is there a way to generate this report? If now, can you consider adding that feature at the next update. We can run open invoices easily.
1 voteYou can use advanced search on contacts – use “Current balance” search criteria in “Contact related” section. See https://help.wildapricot.com/display/DOC/Advanced+search+-+Contacts#Advancedsearch-Contacts-Assemblingsearchcriteria on details on how to use this functionality.
This will produce the list of contacts you need. -
Notofication of plan expiry
Why don't you notify people when the account limit is reached?
1 vote -
create batch member dues invoices
need 2 more pieces of functionality:
1) export all contacts as .csv
2) create batch member dues invoices - maybe by member group2 votesExport in CSV format is possible now – check https://help.wildapricot.com/display/DOC/Exporting+members+and+other+contacts
Batch invoices – we have a separate idea about this, please vote there:
https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827420-bulk-invoice-print-email -
improving the finances module
improve the finances module, e.g. consolidated reports, manage organization payment to outside vendors, make charts in reports optional.
2 votesClosed as too vague suggestion
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Manual Invoice Dates assigned by Date Range
The system should be able to assign a Manual Invoice an Invoice Date of my choosing. The configuration would be:
Begin End Invoice Date
25-Dec 25-Jan 25-Jan + current year
26-Jan 24-Feb 24-Feb + current year
25-Feb 26-Mar 26-Mar + current year
27-Mar 29-Apr 29-Apr + current yearAs an example if I am creating a manual invoice on 1/15 they system would the use Jan 25th as the invoice date on the manual invoice.
1 vote -
Invoice Details - Comments for Payer BOX
Box is limited to 200 characters - suggest increasing to 300 AND installing a counter so we can see where we're at.
1 voteArchive due to inactivity
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Need more detail on transactions
For PayPal payments, I would like to be able to capture more detail for individual transactions. For example, for event registration, we will sometimes have the ability to donate to the organization. When Wild Apricot reports the transaction to PayPal, I cannot get the breakdown of the conference registration and donation amounts--only the lump sum. Can you make it possible for me to capture this information on PayPal?
1 vote -
Chapter Mailing Address added to invoices
Add ATD Chapter mailing address to invoices.
1 voteSorry, this is very specific for to be in commonly shared forum. You can update your invoice email in Wild Apricot yourself – see http://help.wildapricot.com/display/DOC/Customizing+invoices+and+receipts
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incorporate our Long range financial plan
incorporate our Long range financial plan
1 voteClosing as too vague idea w/o any details
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Account Statement
Better functionality with Account Statements
3 votesNeed more details.
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