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:

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?

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.

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

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.

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) .

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)

Integrate mobile app for administrators with PayPal Here in order to accept credit card payments.

Please vote to this suggestion if you prefer using PayPal Here instead of Square Register.

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.

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

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.

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.

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.

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.

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

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?