kelly

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  1. 150 votes
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    82 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    kelly commented  · 

    All order lines, please!

  2. 137 votes
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    79 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    kelly commented  · 

    any update on the rollout of this functionality?

    kelly supported this idea  · 
  3. 25 votes
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    13 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    kelly commented  · 

    Hi Oleg, I want to be able to reconcile my cash receipts to my membership logs, and right now I can only do this if I pull an invoice report precisely at the right time (which never happens). We have automatic invoicing for membership renewals, but members often wait a week or so (sometimes longer) before they pay the invoice. This becomes a problem when that lag in payment occurs over the end of a month(s), as in a given month's financial report, an invoice will appeared as paid no matter when it is actually paid. This does not let me reconcile my bank statements. I don't really have need for comparing invoices to payments, as I can view my unpaid invoices report--but others might find this feature helpful. I really would just like to reconcile my cash receipts with my membership activity. Thanks for looking into this!

    kelly commented  · 

    Please allow us to pull financial reports on a cash basis, instead of an accrual basis. Right now if we generate an invoice in May, but the member pays in June, I have a problem reconciling my bank statements to my Wild Apricot reports. My bank statements are cash basis (they only reflect cash payments), but Wild Apricot is an accrual basis (if the payment is ultimately paid in June, I can't go back and find out which invoices were unpaid at May 31). I need to be able to reconcile my cash reports, and can't do this right now.

    kelly supported this idea  · 
  4. 79 votes
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    37 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    kelly supported this idea  · 

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