Dianne Ochoa
My feedback
6 results found
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6 votes
An error occurred while saving the comment Dianne Ochoa
supported this idea
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60 votes
Evgeny Zaritovskiy
responded
We’re collecting comments and votes for now, no actual development is planned so far
Dianne Ochoa
supported this idea
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An error occurred while saving the comment Dianne Ochoa
commented
It would be great if we could email the Account Statement to the contact directly from WA.
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22 votesDianne Ochoa
supported this idea
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An error occurred while saving the comment Dianne Ochoa
commented
I agree with you David. However, we also use classes in QuickBooks and we need the information that this field provides, especially since it is the only place that gives us the details on what event or membership level. I think you can accomplish what you are asking by customizing the QuickBooks export settings. It allows you to associate a Chart of Account income item.
Thanks.
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26 votesDianne Ochoa
supported this idea
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An error occurred while saving the comment Dianne Ochoa
commented
I agree and would find this beneficial!
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6 votesDianne Ochoa
supported this idea
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An error occurred while saving the comment Dianne Ochoa
commented
Yes, I vote for this!
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29 votesDianne Ochoa
supported this idea
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An error occurred while saving the comment Dianne Ochoa
commented
To reconcile the events with our accounting system. Since WA is essentially handling our Accounts Receivable, it becomes an extension of our accounting system. Therefore, there has to be a reconciliation between WA and our accounting system. And, since your "Invoice" or Payments and Refund" report doesn't provide the details on the Event Name or Membership Level, there is currently no way to confirm who paid for what.
An error occurred while saving the comment Dianne Ochoa
commented
Example: Finances: Income Report. Ability to click on each event or membership level to see the transactions that make up the totals. See attached.
Understand? Desperate for more details for our financial reports.
An error occurred while saving the comment Dianne Ochoa
commented
It would be extremely helpful to have the ability to zoom in to see the transactions that make up the totals on the Income Report. Currently you can zoom in on the AR Report but not the Income Report. This would help tremendously in our accounting.
Thank you.
An error occurred while saving the comment Dianne Ochoa
commented
I agree. It would be very helpful if the income report was zoomable so we can see the detail behind the totals provided. This would solve a lot of the financial reporting problems I am having.
Check in All Option - please add a feature to check in everyone at once. We use the check in feature to mark who attended but do it after the event and it is tedious to have to check in each person separately..