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31 results found

1. WA Payments reconcile to monthly statement

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   1 comment  ·  Wishlist » Online payments  ·  Delete…  ·  Admin →
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   Leslie G supported this idea  ·  Oct 5, 2023

2. Managing late event cancellation - payment forfeit

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   10 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Leslie G commented  ·  Oct 5, 2023  ·  Edit…  ·  Delete…

   Ditto!

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   Leslie G supported this idea  ·  Oct 5, 2023

3. option to "not renew"

   114 votes

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   20 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   We started working on providing members ability to stop their own membership. Stay tuned for updates!

   Leslie G supported this idea  ·  Oct 5, 2023

4. Include available credits and net balance due in invoices

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   1 comment  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Leslie G supported this idea  ·  Oct 5, 2023

5. Automatically apply credits at payment screen

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   50 votes

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   18 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Leslie G supported this idea  ·  Oct 5, 2023
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   Leslie G commented  ·  Oct 5, 2023  ·  Edit…  ·  Delete…

   And a report that shows all members with credit balances, the amount of their credit, total of all members credits. Another report that shows all credits used in a time period - detail by member, include total

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6. Contacts Advanced Search by specific balance

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   2 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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   Leslie G commented  ·  Oct 5, 2023  ·  Edit…  ·  Delete…

   Very important, we are a boating club, so lots of events get cancelled for weather & many members can be carrying credit balances which need to reconcile to our accounting & credits used in a period need to reconcile to receipts

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   Leslie G supported this idea  ·  Oct 5, 2023

7. Credit Memo for Invoice

   22 votes

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   19 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Leslie G commented  ·  Oct 5, 2023  ·  Edit…  ·  Delete…

   Need to be able to report on credits-at any point in time, how many $$ are on the books, who those balances belong to and what credits have been used in a reporting period

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   Leslie G supported this idea  ·  Oct 5, 2023

8. Give members closure after online registration

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   20 votes

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   1 comment  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Leslie G supported this idea  ·  Oct 5, 2023

9. Progress bar or potential change date for Wishlist items

   4 votes

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   0 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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   Leslie G supported this idea  ·  Oct 5, 2023

10. Eliminate one source of human error in event registration

    40 votes

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    1 comment  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 5, 2023

11. Exclude voided line items from QuickBooks Online invoice export

    5 votes

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    0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 5, 2023

12. Reinstate the "Most active members" in new dashboard

    9 votes

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    0 comments  ·  Wishlist » Dashboard  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 5, 2023

13. Mark an invoice after it's matched up in Quickbooks

    4 votes

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    0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 5, 2023

14. Automatically refund the registration fees when cancelling

    60 votes

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    11 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 5, 2023

15. Allow multiple online payment gateways in one WA account

    112 votes

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    55 comments  ·  Wishlist » Online payments  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 4, 2023

16. Download only paid invoices into Quickbooks for Cash based accounting

    9 votes

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    3 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 4, 2023

17. Bundle member information add

    7 votes

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    3 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Leslie G commented  ·  Oct 3, 2023  ·  Edit…  ·  Delete…

    Our bundle members have many common data fields and only a few unique. This would be a major improvement

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    Leslie G supported this idea  ·  Oct 3, 2023

18. Family/child memberships

    208 votes

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    70 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Leslie G supported this idea  ·  Oct 3, 2023

19. Additional filters needed for Financial income reports

    3 votes

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    2 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Leslie G commented  ·  Oct 3, 2023  ·  Edit…  ·  Delete…

    This is very important to us as well. There is no reporting on member credit balances so we can reconcile to cash/credit in quickbooks

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    Leslie G supported this idea  ·  Oct 3, 2023

20. Apply payments or credits across membership bundles

    2 votes

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    0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Leslie G shared this idea  ·  Jul 25, 2023