SCDF

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  1. 6 votes
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      1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
      SCDF commented  · 

      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..

      SCDF supported this idea  · 
    • 52 votes
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        22 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
        SCDF supported this idea  · 
        SCDF commented  · 

        It would be great if we could email the Account Statement to the contact directly from WA.

      • 17 votes
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          8 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
          SCDF supported this idea  · 
          SCDF 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.

        • 25 votes
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            13 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
            SCDF supported this idea  · 
            SCDF commented  · 

            I agree and would find this beneficial!

          • 6 votes
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              3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
              SCDF supported this idea  · 
              SCDF commented  · 

              Yes, I vote for this!

            • 24 votes
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                13 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                SCDF supported this idea  · 
                SCDF 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.

                SCDF 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.

                SCDF 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.

                SCDF 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.

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