Team PaymentsAdminTeam Payments (Payments and Finances features, Wild Apricot)

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  1. 4 votes
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      3 comments  ·  Wishlist  ·  Flag idea as inappropriate…  ·  Admin →

      @George, you can setup membership level renewal policy so that invoice will be automatically voided along with suspendning memberhip. See more in this help article: https://help.wildapricot.com/display/DOC/Membership+renewal+settings#Membershiprenewalsettings-Automaticallydeletingmembershiprenewalinvoices

      Do you actually need voiding invoice instead of deleting it?

      Oleg, Product designer @ Payments team

    • 56 votes
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        22 comments  ·  Wishlist » 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

        Hi, Gail

        Thanks for sharing your workflow. We didn't plan to add tags to invoice exports, only full event and registration name. Maybe we will add them later or suggest an alternative solution to your problem.

        Oleg, Product designer @ Payments team

        Hi, Julie

        Sorry to hear that. We will provide full data export in our upcoming release in May. It will also include data for invoice origin.
        I'm not sure it will help with printing membership cards — just need more informaton here. Good news here is that we are developing built-in self-service for printing membership cards. You can track progress here: https://forums.wildapricot.com/forums/308932/suggestions/8825584

        Thanks again,
        Oleg, Product designer @ Payments team

        Hi, Jon!

        Thanks for comment. Financial categories/accounts is something we are also thinking of, but this is not in our immediate plans.
        You can alsos check https://forums.wildapricot.com/forums/308932/suggestions/8826169 — this is thread on extra-charges exporting and we're discussing several options there.

        Thanks again,
        Oleg, Product designer @ Payments team

        @Charles, thanks for sharing. This makes total sense.

        Oleg, Product Designer @ Payments Team

        @Charles, thanks for your comment and sorry for late reply - I missed it initially.
        Could you please elaborate your comment? What do you want to get from this report? Do you want to filter only event's financial data? Or do you want to improve event registrants export?

        @Tabatha, thanks for sharing, appreciate this.

        Oleg, Product Designer @ Payments Team

      • 22 votes
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          Collecting comments  ·  20 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

          Thanks for elaborate comment, Crystal!

          So, if using bulk invoicing, do you see it as sending exactly the same invoice (same line-items, amounts) for each team (so only billing person will be different)?

          Hi, Crystal!

          Could you please elaborate what kind of invoices do you want to issue in bulk? It seems that you could use some of our automations (e.g. membership renewla), but to give a proper suggestion I need more details.

          Oleg, Product designer @ Payments team

        • 2 votes
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            Collecting comments  ·  2 comments  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →

            Thanks for sharing, this looks reasonable. Are you meaning Income report?

            Oleg, Product designer @ Wild Apricot

          • 7 votes
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              0 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • 13 votes
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                3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                @Bob,

                Could you please elaborate the whole workflow, where you need renewal date? How do you usually track unpaid renewals?

                Thanks,
                Oleg, Product designer @ Payments team

              • 1 vote
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                  3 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                  As I recently wrote in another thread, accepting eChecks is in our roadmap for 2017. We will post updates in related thread https://forums.wildapricot.com/forums/308932/suggestions/8826859

                  Advanced search criteria should be taken literally - this month. Possibly, we could extend it to current and upcoming month, this looks reasonable — thanks for an idea!
                  Search for upcoming 30 days won't make sense, since any credit card expires on last day of exp. month. So it will be always 30-31 of Apr, May, June, etc.

                  As for recepients of renewal notifications — this is something we need to think of.
                  Actually organization contact is contact you set up in Dashboard → Organization. But you can use Routing of system email settings pane to redirect these messages to arbitrary email.

                  Thanks again for posting, we appreciate this!

                  Oleg,
                  Product designer @ Payments team

                  Hi, Ed

                  Thanks for feedback, we appreciate this! Following up your comments:

                  1. Expiration date is a bit more secure information than last 4 digits of credit card. For now, we decided not to display it.

                  2. We send 2 emails on expiration: first — 2 weeks before the date, second — on date of expiration.

                  3. By default, admin receives a copy of each expiration reminder (you can tweak this in Renewal policy tab of recurring membership level settings). Besides, administrator can use advanced search to look for contacts with credit card, expiring current month (look for "Сredit card expires this month" criteria)

                  It's a bit more tricky to get the full status of recurring payments - expired, about to expire, etc - here you idea on dashboard would be really helpful, but let's see what others think about it.
                  You can also vote for similar improvement here: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827777-auto-recurring-payments-report

                  Thanks again,
                  Oleg, Product designer @ Payments team

                • 56 votes
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                    Collecting comments  ·  46 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                    Hi, Becky

                    Thanks for bringing this up again and sorry for a late reply.
                    We have started development of related improvement — donation form customization, which will allow to have multiple independent donation forms.
                    This doesn't cover your request completely, but I hope it will help with p. 1.
                    Please follow this thread for updates: https://forums.wildapricot.com/forums/308932/suggestions/8826829

                    Oleg, Product designer @ Payments team

                  • 25 votes
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                      4 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                      Matthew, it is a good idea, thanks for your suggestion. I will discuss about it with our developers and if we are able to make this, we will add this option in the feature.

                      Nadya, Product designer @ Payments team

                    • 3 votes
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                        1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                        This is definately a bug, thanks for reporting on this.
                        I'll follow up with you as soon as we fix it.

                        Thanks again,
                        Oleg, Product designer @ Payments team

                      • 4 votes
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                          2 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                          Hi,

                          This is a known problem and there're no workarounds at the moment.

                          However, we are working on improving financial exports to include individual taxes amount (as well as bunch of other fixes) — this is something in development already. It wan't solve your problem completely, but I hope it will be helpful.

                          Please follow this thread for Financial exports updates: https://forums.wildapricot.com/forums/308932/suggestions/8826166

                          Oleg, Product designer @ Payments team

                        • 14 votes
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                            Collecting comments  ·  12 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                            During analysis of related thread on improving financial exports (https://forums.wildapricot.com/forums/308932/suggestions/8826166), we have also investigated some of the options to report on extra charges. We explored several solution options and want to verify them with you before making any further moves.

                            We see at least 3 options to break out extra charges:

                            Option 1: further improve invoice export and add dedicated column for each extra charge. E.g. one column for shipping, another - for certificate option, etc. See example: https://docs.google.com/spreadsheets/d/1ekz1xSkvhTs8pE_ZS7ctmVY9QOreLcs3BmSsXh3TFdM/pubhtml?gid=1372848087&single=true

                            Cons:
                            - might be too many columns to export, especially when invoices for events and membership mixed
                            - hard to implement at the moment, requires deep architectural changes

                            Option 2: make an invoice line-item export, where each row represents single invoice item. Common invoice fields, like number, date, etc are duplicated in each row. See example:
                            https://docs.google.com/spreadsheets/d/1ekz1xSkvhTs8pE_ZS7ctmVY9QOreLcs3BmSsXh3TFdM/pubhtml?gid=656302130&single=true

                            Pros:
                            - no architectural problems for implementing
                            - format is digestable by QuickBooks (probably with some extra plug-ins/adaptors)

                            Option 3 is not to bother with individual extra charge export and report consolidated numbers. I've added some more details in this thread: https://forums.wildapricot.com/forums/308932/suggestions/10198449

                            Any comments on which option is better are appreciated. Or suggest your own one :)

                            Oleg, Product designer @ Payments team

                          • 17 votes
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                              Collecting comments  ·  2 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                              During analysis of related thread on improving financial exports (https://forums.wildapricot.com/forums/308932/suggestions/8826166), we have also investigated some of the options to report on extra charges and generally what kind of reports is needed. Here's a draft idea: https://drive.google.com/file/d/0BziC5-u6DgiaRVczYlQ5clJFNXM/view?usp=sharing

                              Any comments/ideas?

                              Oleg, Product designer @ Payments team

                            • 4 votes
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                                Collecting comments  ·  3 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                                Thanks for comment, Walt

                                This is something we plan to do as well, but it hasn't got into our development pipeline yet.

                                I'll keep this thread updated as I have any updates.

                                Thanks,
                                Oleg, Product designer @ Payments team

                              • 6 votes
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                                  Collecting comments  ·  6 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

                                  Hi, Jessica!

                                  I think your request is more inline with this idea: https://forums.wildapricot.com/forums/308932/suggestions/8825602. However, there's no progress here yet.

                                  Oleg, Product designer @ Payments team

                                  You've described an interesting usecase, that we don't support at the moment.
                                  Here are two sides of the problem

                                  1) From financial standpoint you shouldn't ever modify PAID invoice - that's not good for accounting. You can issue a manual invoice (Use Finances -> Invoices -> Add invoice button) and your member will be able to pay it online, just as he does donation.

                                  2) There is still a problem with adding a guest registration later - and for now there is no direct workflow for this. Is it the only problem why do you want payments module? Or are there any other scenarios?

                                  Thanks for your post

                                  Oleg aka ONe Apricot
                                  Payments team @ Wild Apricot

                                • 74 votes
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                                    Collecting comments  ·  45 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                                    @Nancy, @ Becky, thanks for adding your comments.

                                    Indeed, Donations module is something that lacked improvements recently, and we are going to change the situation soon. This includes adding recurring donations during this year.

                                    We'll keep you posted on updates in this thread.

                                    Thanks,
                                    Oleg, Product Designer @ Wild Apricot.

                                  • 5 votes
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                                      Collecting comments  ·  8 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

                                      @Nabeel,

                                      At the moment there's no way to search custom donation fields except export.

                                      Oleg, Product designer @ Payments team

                                    • 25 votes
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                                        Collecting comments  ·  13 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →

                                        @Robert, If you want to integrate with Zipbooks, it's better start a new thread, so that other users could find and vote for it.
                                        And you are right about using CSV export as starting method of transferring data from WA.

                                        Oleg, Product designer @ Payments team

                                        Jon, thanks for reaching us out.

                                        Currently, we don't support Xero, neither we have any exact plans on this.
                                        As a workaround I can suggest export/import of contacts and invoices using CSV format as described in Xero articles here: https://help.xero.com/ImportExport and our help here: https://help.wildapricot.com/display/DOC/Invoices#Invoices-Exportinginvoices

                                        Hope this helps

                                        Thanks,
                                        Oleg, Product designer @ Payments team

                                      • 6 votes
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                                          3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                                          Thanks for comments, Stuart.

                                          I completely share your thoughts on WA focus. At the moment we have no plans for full-stack accounting in WA, but this is what some of our customers ask for — that's how this thread appeared.

                                          Oleg, Product Designer @ Payments team

                                          Thanks for sharing, Edgar.
                                          I've renamed suggestion to be more self-explaining. Meanwhile, could you please elaborate to what kind of detail do you want to keep accounting in WA? E.g. what overheads to record, or what chores do you want to automate?

                                          Oleg, Product Designer @ Wild Apricot

                                        • 16 votes
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                                            Collecting comments  ·  1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

                                            Thanks for comments, looks reasonable.

                                            Oleg, Product designer @ Payments team

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