Charlotte McRanie
My feedback
14 results found
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10 votes
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43 votes
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38 votes
We have started development of Numeric field type, as well as ability to add arbitrary cash amount to any membership application or event registration. Stay tuned for updates!
An error occurred while saving the comment Okay, as an accountant, I view this as VERY simple -- I think ya'll are making this difficult! Numeric values are 0-9, stop and end. That's all there is to it. All we are asking for is the ability to define data fields as either "text" (any value allowed) or "numeric" (only the characters 0-9 allowed). The reason is because any values OTHER than 0-9 interfere with the ability to sort in numerical order, no matter what medium you are using. And if WA allows non-numeric input into a field that should ONLY have numeric input (such as phone number or zip code fields (or, in other custom fields that are being defined), then those of us doing data exports have to spend valuable time doing data cleanup before we can utilize the data from WA. This is NOT rocket science!!! And should NOT be difficult to accomplish -- LOTS of other software out there provides this functionality.
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18 votes
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84 votes
An error occurred while saving the comment I also have a need for this type of "conditional" functionality. I am in the process of building a form using the event functionality and I have several places on the form where, ideally, a field would only appear based on the answer to the preceding question. For example, "Is this quilt entry for sale? (Select "yes" or "no") Then only if the answer is "yes" would the next form line item appear labeled "Price:_________".
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31 votes
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100 votes
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29 votes
An error occurred while saving the comment As a CPA and new WA user, I would like to add my frustration (and our volunteer bookkeepers) to the comments below. We have been exploring ALL of the available financial reporting mechanisms for getting the level of detail we need out of WA via Excel exports to get the daily totals we need to reconcile to the Affinipay deposits so that we can record them in our Quickbooks system (we are not willing to just blindly do a QB feed at this juncture). So far we have not yet identified an export source that gives us all of the transactions in the level of detail we need EXCEPT the Quickbooks extract. It is extremely frustrating because we KNOW the data is available in the system. We just can't get to it. The only report/export we have seen so far that appears to have what we need is the Quickbooks export (based on what is displayed on the screen); however, the only available export format is an "IIF" file.
If you can provide this data extract for Quickbooks, surely you can reformat the same data fields in an Excel format as you have done elsewhere in the module. We believe that if you can give us the Quickbooks extract file data in an Excel file, we will have the level of detail we need to do our accounting and reconciliation properly and easily. Otherwise, we are going to have to spend a lot of time either changing how we had wanted to utilize the system or going back into each part of the system and extracting data there to be able to break down deposit totals coming out of Affinipay.
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29 votes
I agree that adding several phone number formatting options would be desirable for the phone number field. There have to be a relatively finite number of options that cell phone providers use that could be provided as choices for these two fields so that our data in this field is not all over the place. It's a lot of work to fix the formatting when we export the data to another file.