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Constance Wrigley-Thomas

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  1. Create and send a pdf of the invoice

    145 votes

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    56 comments  ·  Wishlist » Finances  ·  Admin →
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    Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

    I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.

    Couple of details about how we designed it:

     - it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)

     - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

    Constance Wrigley-Thomas supported this idea  · 

  2. Event and Membership Taxes - We need to be able to charge different taxes for events and memberships

    52 votes

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    14 comments  ·  Wishlist » Finances  ·  Admin →
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    Constance Wrigley-Thomas supported this idea  · 
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    Constance Wrigley-Thomas commented  · 

    We are an association management company and have three clients on WA. The fact that we cannot charge taxes based on the event location is a problem and could put us in peril with Revenue Canada. Are there any plans to address this? I note that the discussion on this goes back 8 years but has still not been addressed.

  3. Tracking Continuing Education Points (CEU, CEC, CPD, CPU)

    229 votes

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    92 comments  ·  Wishlist » New features  ·  Admin →
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    Constance Wrigley-Thomas supported this idea  · 

  4. Custom Administrator Permissions - to define new admin roles and access permissions depending on an organization needs

    249 votes

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    87 comments  ·  Wishlist » Account administration  ·  Admin →
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    Constance Wrigley-Thomas supported this idea  · 

  5. Fixed tax rates

    4 votes

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    0 comments  ·  Wishlist » Finances  ·  Admin →
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    Constance Wrigley-Thomas supported this idea  · 

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WildApricot Inc. 
144 Front Street West 
Suite 725 
Toronto, Ontario M5J 2L7 
Canada
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