Charles Congdon

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1. New Admin role for financial transactions management

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   21 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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   Charles Congdon commented  ·  Feb 24, 2016  ·  Edit…  ·  Delete…

   Our Treasurer uses Quickbooks to keep track of our club finances. Exporting financial activity to Quickbooks from with Wild Apricot is currently a full-admin only function. That shouldn't be necessary to get all these data into Quickbooks.

   I can see that issuing refunds/discounts for events or memberships might require some special admin privileges for treasurers. But it doesn't follow that they need to be able to create events, create or administer forums, change website templates, or change membership fields just so that they can do a Quickbooks export (or other money-specific things).

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   Charles Congdon supported this idea  ·  Feb 24, 2016