Roger Brooks
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15 votesRoger Brooks
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An error occurred while saving the comment Roger Brooks
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45 votes
An error occurred while saving the comment Roger Brooks
commented
As many have commented here, a separate admin role for finances is essential. Keeping these privileges separate form others is far more important than the existing distinctions for event, membership and news management! Unfortunately, this request only has to do with *granting access to financial functions. I exhort all who have posted her to support the more critical proposal to *restrict* these privileges;
https://forums.wildapricot.com/forums/308932-wishlist/suggestions/10993443-block-make-private-financial-details-from-some-adm
It is ridiculous that all *limited administrators* have access to financial functions!Roger Brooks
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60 votes
Evgeny Zaritovskiy
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We’re collecting comments and votes for now, no actual development is planned so far
An error occurred while saving the comment Roger Brooks
commented
Why has this been pending for 8 years?
Similar requests have been made here:
https://forums.wildapricot.com/forums/308932-wishlist/suggestions/37471048-statement-billing
and here:
https://forums.wildapricot.com/forums/308932-wishlist/suggestions/35522932-statements
Furthermore, it should be easy to implement, as the desired (user-facing) content already exists on the user profile page tab "Invoices and payments".
For the benefit of members who seldom (if ever) log in, and for contacts who have no login, it is essential to be able to mail statements (corresponding to the contents of the "Invoices and payments" tab on the user's profile page).
When I get a bill from a commercial establishment, it usually itemizes all open debits and credits and invites me to pay the net balance due. I have managed to add the net balance due to our invoice template, but being limited to sending single invoices results in more work for both members and administrators.Roger Brooks
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Why isn't this getting any votes? As many have commented here:
https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826124-new-admin-role-for-financial-transactions-manageme
a separate admin role for finances is essential. Keeping these privileges separate form others is far more important than the existing distinctions for event, membership and news management! Unfortunately, the above-cited request only has to do with *granting access to financial functions. All who have posted there should support this more critical proposal to *restrict* these privileges;
It is ridiculous that all *limited administrators* have access to financial functions!