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14 results found

1. Bulk invoice print/email

   202 votes

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   103 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   susan commented  ·  Jan 21, 2019  ·  Edit…  ·  Delete…

   Printing invoice one at a time is onerous!

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   susan supported this idea  ·  Jan 10, 2019

2. Improve QB and WA Integration

   40 votes

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   4 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   susan commented  ·  Jan 10, 2019  ·  Edit…  ·  Delete…

   The current functionality of the QuickBooks-Wild Apricot interface is very limited. Combine all the suggestions for improvement and make an investment in really making the interface meaningful. Generally the current "interface" is very rudimentary and of limited benefit. Most users report having to create work arounds to use it at all.

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   susan supported this idea  ·  Jan 10, 2019
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   susan commented  ·  Jan 14, 2018  ·  Edit…  ·  Delete…

   More robust assistance with export of data to Quick Books would be appreciated. I reviewed the online tutorials and had additional questions. I called technical support and was advised that the team has limited experience with Quick Books and directed me to Quick Books for help.

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3. Chart of Accounts export to QuickBooks

   22 votes

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   9 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   susan supported this idea  ·  Jan 10, 2019

4. Update Financial section to work properly with Quickbooks & account for merchant fees or processing fees

   9 votes

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   2 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   susan supported this idea  ·  Jan 10, 2019

5. Interface with ALL Social Media

   40 votes

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   1 comment  ·  Wishlist » Gadgets  ·  Delete…  ·  Admin →
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   susan supported this idea  ·  Jan 10, 2019

6. choose transactions (not dates) to be exported to QuickBooks.

   25 votes

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   0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   susan supported this idea  ·  Jan 10, 2019

7. Importing payments from QuickBooks online

   19 votes

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   3 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   susan supported this idea  ·  Jan 10, 2019

8. Payment due date for manual invoices

   10 votes

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   3 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   susan commented  ·  Mar 3, 2018  ·  Edit…  ·  Delete…

   Add due date to invoice template. Currently includes only date issued. This is challenging for follow up and collections.

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   susan supported this idea  ·  Mar 3, 2018

9. custom reporting

   58 votes

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   3 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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   susan commented  ·  Feb 17, 2018  ·  Edit…  ·  Delete…

   It would be nice if Wild Apricot supported creation of custom reports and exports and the opportunity to save reports for future use.
   We set up our site with some internal fields for administrative use only and would like to be able to access these fields in reports and exports but the system is not set up to support this.

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   susan supported this idea  ·  Feb 17, 2018

10. Option to override required fields

    1 vote

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    0 comments  ·  Wishlist » Members  ·  Edit…  ·  Delete…  ·  Admin →
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    susan shared this idea  ·  Feb 6, 2018

11. Separate ID # from Organization Name in QB Export

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    0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    susan shared this idea  ·  Feb 6, 2018

12. Link between membership level and invoice

    6 votes

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    0 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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    susan shared this idea  ·  Jan 14, 2018

13. Batch print/email Account statements

    60 votes

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    27 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    We’re collecting comments and votes for now, no actual development is planned so far

    susan supported this idea  ·  Jan 9, 2018

14. Webinars via Wild Apricot

    38 votes

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    21 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    susan supported this idea  ·  Jan 6, 2018