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  1. finance reports need a detail field

    So I sell a membership and that person also bought a map and made a donation. When I create the invoice, the membership automatically shows up. I can add a line for the map. If I add it first in the donations tab before creating the invoice, the donation will also automatically be added to the report.
    BUT when I download a list of the payments for that day, I get one entry for that person (the membership) with the total amount paid. I need the membership to show on the report separate from map.
    The lack of Detail for…

    20 votes
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      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
    • 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?

      13 votes
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        3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
      • Export all contact information (e.g., addresses, phone numbers) from financials

        Export all contact information (e.g., addresses, phone numbers) from financials

        10 votes
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          0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • RSVP - Simplified event registration

          Current behavior:
          Registration requires filling out online registration form.

          Desired behavior:
          In some cases this is an overkill and what is desired is Evite-style registration when people can simply click on the link in the event and be done with it.

          Notes:
          1) This would only work for people already in the database
          2) This would only apply to free events
          3) If there are multiple registration types - assign one as default? Force people to choose online?
          4) Highly desirable - negative RSVP - when people say they can not attend.

          274 votes
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            Work in progress  ·  89 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
          • Mark invoice as already emailed

            There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

            22 votes
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              4 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Voting/Elections

              Current features:
              No supported, an external tool must be used (e.g. wufoo.com)

              Desired features:
              Ability for existing members to vote for existing contacts/members (e.g. board members elections) .

              223 votes
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                19 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
              • Mobile app for members - register for events, search directory

                Current situation:
                Our mobile app is only accessible to administrators of an organization.

                Desired situation:
                Have a native app (apple + android) that useful for members (e.g. register for events, view directory, edit profile, etc)

                111 votes
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                  35 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                • Change Payments report Export file to include what the payment is for

                  Make a quick fix to this Excel download report:
                  The displayed report at Finances - Payments & refunds - displays what the payment is for but the export file does not contain the field containing what the payment is for. It only shows the word "Payment" which is unneeded. PLEASE CORRECT THIS ASAP!

                  See attached:

                  19 votes
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                    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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.

                    52 votes
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                      20 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

                      We have started development of the feature. At the moment we decided to focus on ivoices and payments exports and add
                      – 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.

                      We’ll keep you updated on progress

                      Oleg, Product designer @ Payments team

                    • Implement Let's Encrypt

                      Wild Apricot should implement Let's Encrypt's new free SSL certificates for all paid accounts with custom domains by default. Perhaps the technology is already compatible, but the process seems to be very different from just emailing the WA tech support a certificate.

                      39 votes
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                        27 comments  ·  Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
                      • Adding event title to invoices that related to an event

                        I've found frustrating is that in any list of invoices, the event (or events) that the invoice pertains to isn't given. The only information is "Event registration", which isn't too specific. A user can click into each invoice to look at it, but when managing a large number, this can be very time consuming.

                        Thanks.

                        17 votes
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                          1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        • Generating membership cards and certificates

                          Current behavior:
                          Membership certificates/cards can be produced by running a search, exporting records and using something like MS Word mail merge

                          Desired behavior:
                          Ability to directly setup in the system layout and fields for membership certificates/cards and then to print them using common label formats.

                          Notes:

                          Details about specific desired formats/layouts/label sizes would be appreciated.

                          341 votes
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                            152 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →

                            Thanks to all who commented here and participated in our UX test. We analyzed all comments and feedback and started development of this feature.
                            This thread contains a lot of comments and requests and changes look pretty huge, so we decided to ‘eat the elephant’ bit by bit.
                            The first step will be implementing membership cards for new / renewed members. Administrators can create the card and publish it in the member profile automatically so that members could download and print it.

                          • 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

                            47 votes
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                              13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                            • Provide event name and membership level details in invoices

                              Currently, there is no way to report on financial transaction details in WA. I need a way to report by transaction - which event, what membership level, etc in Excel. Currently, the only way to determine this is to export a QuickBooks file and either open in Excel or import into QuickBooks. PLEASE add more financial reporting that gives details of each transaction (opposed to just saying Event Registration or Membership). This is crucial for bookkeeping because we track each transaction by type.

                              26 votes
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                                18 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                              • Restricted access to documents and images (member only files)

                                Current behavior:
                                If users have a direct link to a file, they will have the ability to download it (i.e. page permissions are not inherited by the files on those pages)

                                Desired behavior:
                                Restrict folders and the files in those folders by membership/administrative/group level

                                196 votes
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                                  Work in progress  ·  84 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                                • Discount coupons for membership level upgrades

                                  I have offered a one-year free membership to my new membership site users using a 100% off coupon that I created. It works pretty slick, when the new member signs up, the space for the code is right at the bottom of the sign up screen.

                                  However, when a "free" member wants to convert to a paid membership using the coupon- the coupon code spot not there. Can you please add it to this form?

                                  thanks!

                                  23 votes
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                                    22 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →

                                    We have started development of the feature. And decided to focus on the simple solution:
                                    – expand work of Discount coupon to renewals and level change
                                    – ability to specify for which membership process the discount works (for example, only for new applications)
                                    – add new restriction: ‘Available for active members only’, for preventing members with expired date use the discount

                                    We’ll keep you updated on progress.

                                    Katya, Astra crew @ Membership management features

                                  • Put Save and Cancel Buttons at Top

                                    When a member edits their profile, the Save and Cancel buttons are at the bottom. If the profile is long, as ours is, they can change a few items at the top but then they don't see how to save it.

                                    These buttons should be at the top of the page, or at both the top and bottom.

                                    The same thing should be done on other forms with Save and Cancel at the bottom, unless it's a form that we want the member to go all the way through (like event registration).

                                    I know this is a little thing and…

                                    7 votes
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                                      Work in progress  ·  4 comments  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Provide option to turn off Stripe email receipts

                                      We're using Stripe for payments. When a member pays, they get two redundant email receipts, one from Wild Apricot and another from Stripe. I would like you to provide an option to disable the Stripe email receipts, because 1) they are redundant and noisy, 2) they can't be customized like WA email receipts, and 3) they can't be turned off from with Stripe.

                                      I've not tested any of the other payment systems, but I think it would be good to provide this option, in general, so all of the email confirmations can be controlled from with Wild Apricot.

                                      8 votes
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                                        8 comments  ·  Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                                        We have started working on this issue. We will stop forcing sending Stripe receipts when charging customer. However, you will be able to turn them on in Stripe settings (Email receips section) or use native Wild Apricot receipts instead.
                                        I’ll keep you posted on progress here.

                                        Oleg, Product designer @ Payments team

                                      • Mapping location of members

                                        For trade associations, it would be great for companies to be able to indicate where they are located, so everyone can search for local companies.

                                        then to sort and map companies by their indicated locations, would be phenomenal.

                                        238 votes
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                                          Work in progress  ·  91 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enable admins to manually add members to waitlist

                                          Enable administrators to manually add to the waitlist. Frequently, members who wish to enroll in an event call our office to get put on a waitlist. It would streamline our workflow process to have someone manually add to the list instead of referring someone to do it themselves on the website.

                                          25 votes
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                                            Work in progress  ·  14 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
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