Roger Brooks
My feedback
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19 votesRoger Brooks
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2 votesRoger Brooks
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146 votes
Evgeny Zaritovskiy
responded
No progress
Roger Brooks
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11 votes
An error occurred while saving the comment An error occurred while saving the comment Roger Brooks
commented
I can't believe this has only 10 votes! As mentioned in https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8828056-list-of-past-events-on-a-calendar, past events are good advertising. Showing the public what we've been doing is a way to attract new members. Furthermore, presenters at our events often allow us to post their slides or other supplemental material from the event on our website. For lack of a better place (see https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825776-after-event-materials-link-for-presentation-docume#comments and https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827870-allow-members-to-post-comments-pre-post-events), we usually add them as attachments to the event. Those interested in these materials will have a much easier time finding them in a list of past events in reverse chronological order than they will searching through the calendar gadget.
Roger Brooks
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1 voteRoger Brooks
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82 votesRoger Brooks
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135 votesRoger Brooks
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38 votesRoger Brooks
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10 votes
An error occurred while saving the comment Roger Brooks
commented
Steve has done what he can since this post to make the help page a bit more helpful, but the process still could use some improvement.
1. Refunds could be better integrated into the invoicing process, since refunds are generally applied against invoices.
2. The exclusion of fully settled invoices from the process is arbitrary and counter-intuitive, as this is a common use case: a member has overpaid an invoice, perhaps due to incorrect options selection and is due a refund, but first the invoice needs to be voided or edited and then the refund generated against the open payment balance.
3. It would probably be easier to understand (and use) if refunds were separated from payments.
4. In particular, the terminology "Add refund" is misleading. Instead, the button should be labeled "Record refund". This is one of the things that makes it counter-intuitive. If I *add* a refund I expect it to reduce *the amount the member owes the club". Entering a refund in Wild Apricot is however intended to record a refund *being paid out* to a member (or contact) and therefore reduces *the amount the club owes the member*.Roger Brooks
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7 votesRoger Brooks
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50 votes
An error occurred while saving the comment Roger Brooks
commented
Since WA can receive payments through PayPal, why can't it also manage refunding through PayPal (or any other payment service Wild Apricot supports)?
Roger Brooks
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18 votes
An error occurred while saving the comment Roger Brooks
commented
Since WA can receive payments through PayPal, why can't it also manage refunding through PayPal (or any other payment service Wild Apricot supports)? Even without actually refunding anything (https://gethelp.wildapricot.com/en/articles/85-refunds explicitly excludes this possibility), it would be nice to have the single "Cancel & Refund" button requested. As it is, I still have to void the invoice, then find the open balance and then refund it to settle everything within WA's accounting.
Roger Brooks
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30 votesEvgeny Zaritovskiy
responded
Thanks for posting, we will be collecting comments for now.
An error occurred while saving the comment Roger Brooks
commented
5 years and still no joy? How tough can this be?
Roger Brooks
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13 votes
An error occurred while saving the comment Roger Brooks
commented
We (unfortunately) don't have such a donation history, but it would be nice to be able to import future donations from e-banking.
Roger Brooks
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15 votes
An error occurred while saving the comment Roger Brooks
commented
long overdue, not just to confirm individual donations, but also, as "Deleted User" says below, to provide an annual summary!
Roger Brooks
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31 votes
An error occurred while saving the comment Roger Brooks
commented
Donations in Wild Apricot are rudimentary to say the least. As others have commented, other options are needed besides online payment. Generating invoices might also help with using credit balances as donations. As it stands, there is nothing to settle against. Also donators need to have an annual statement of donations for tax purposes.
Roger Brooks
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43 votesRoger Brooks
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An error occurred while saving the comment Roger Brooks
commented
Wild Apricot provides next to no support for this. Any credit balance available should be automatically settled or at least be available for use against any new invoice. The "Public View" UI only displays the credit balance and does not offer members any options for its disposition. There should also be at least a button to request a refund.
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30 votes
An error occurred while saving the comment Roger Brooks
commented
There are two different issues here and both deserve consideration:
1. The cancellation process for event registrations is cumbersome and needs improvement. An additional problem in this area is that automatic notifications only apply to those who have registered online and not to those who had to be registered manually by administrators.
2. The use of credit balances: Wild Apricot provides next to no support for this. *Any* credit balance available should be automatically settled against any new invoice or be available for donation. The "Public View" UI only displays the credit balance and does not offer members any options for its disposition. There should at least be a button to request a refund.Roger Brooks
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14 votesRoger Brooks
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8 votesRoger Brooks
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There is a workaround for this:
1. Create a new page for past events.
2. Copy the Page ID from the "General" section of the page.
3. Add an Event Calendar gadget to the page.
4. In the gadget settings, enable "Show past events" and choose "List" as "Default view".
5. To suppress the appearance of upcoming events, insert the following in the site's CSS, substituting the copied paged ID for NNNNN:
#PAGEID_NNNNN
div#idUpcomingEventsContainer.upcomingEventsOuterContainer div.upcomingEventsContainer ul.boxesList {
display: none;
}