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  1. 22 votes

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    9 comments  ·  Wishlist » Finances  ·  Admin →
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    Anonymous commented  · 

    Re: Wild Apricot payments
    When our members renew their memberships, they sometimes subscribe to one of our organization's journals. At present (in PayPal; I am told it is the same in WA Payments), although the itemization shows on the invoice, when it passes through the payments processor (and thus, is downloaded for Quick Books Online), the entire transaction is categorized as "membership dues," and then we need to go back in and do journal entries in QBO to re-categorize anything that is not membership dues (journal subscriptions, donations made with membership renewals, etc.).

    Can WA improve functionality of payments processing data so that when the transactions are downloaded into QBO, they are properly categorized to the right line items in our budget? If there is a way to determine how each invoice item is categorized (to set that up in WA), that would be great. It would save a lot of time. Thanks for considering this request.

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  2. 122 votes

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    Anonymous commented  · 

    This is a big jump for us, too. I'm aggressively archiving lapsed members and still hovering close to 500 at all times, because almost doubling the cost of our plan would not fit our budget. I would appreciate an intermediate price tier, also. We already pay one year at a time to get the discount that offers.

  3. 53 votes

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    28 comments  ·  Wishlist » Members  ·  Admin →
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    We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.

    As a first step, we suggest to redesign how level change is working and add prorating there:

    - Level would be changed immediately, as now

    - Remaining portion of old membership level payment will be applied to new level

    - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
    - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…

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    Anonymous commented  · 

    We use a calendar-year membership with two levels: $35 and $50. When I send the e-mail blast for renewals (in Nov/Dec), if a member at the $50 level tries to change their level to the $35 level, the level is updated and they are charged $35, but their renewal date isn't changed. So now they've paid $85 for a one year's membership. We do not wish to pro-rate dues. The solution I am seeking would allow them to make a change to their membership level that becomes effective with the renewal (e.g., if you're a $35 member and you change your level, you stay a $35 member until Dec. 31, you pay $50 for your renewal for the new year, and your membership level is changed on Jan. 1).

    In the meantime, I'm happy with a workaround that would enable those members who wish to change their membership levels to notify me rather than handling it through the system. (Our membership is small enough to accommodate these manual level changes, and they are infrequent in our organization.) Thanks!

  4. 122 votes

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    68 comments  ·  Wishlist » Members  ·  Admin →
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    Anonymous supported this idea  · 

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