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29 votesChuck Wray supported this idea ·
An error occurred while saving the commentChuck Wray commented
I just want to reinforce what SCDF is saying here. I am addressing the last question from:
Dmitry Buterin, Chief Apricot - "Can you also elaborate why is this needed/how this would be typically used?
As SCDF said, we need it to reconcile with our accounting records, because Wild Apricot has basically become and extension of our accounting system.
Just a little more on this-- Essentially, we are all constrained by economics, so we have limited hours to commit to administration. Our organization is a small, non-profit with a very limited, part-time, monthly contract administrator budget. This was a huge reason why we chose Wild Apricot, to save us time on administration. Since Invoices and Payments are done in Wild Apricot, there is no reason to duplicate time and hours to export them to Quickbooks. This would additionally create headaches keeping both systems in sync, etc. There is no need to do this with our limited budget,
The solution we are all requesting already exists in your program --
Since you are working with the data to give us the Summary figures for Invoices and Payments, then could you simply giving us a report with the details that make up the subtotals? You really don't need to create a new format. How about using the fields and formats you have defined in the Export to Excel? And while you are at it, could you add the Preview Transactions you already have defined? You are so close!
Again, you must realize with so many comments, that there is a sincere need for this. It is actually suprising that it does not exist already. I have been buying and implementing software packages and modules for over 30 years. And I feel this is a reasonable expectation. It would satisfy so many needs on many levels. And it would be a HUGE value you have added to Wild Apricot.
Just a postscript- I have attempted to use the Export to Excel that exists in Finances>Invoices and Finances>Payments & Refunds. These exports need extensive work to prepare them for a report that can be used. This would be needed monthly, so it is a time expense our organization (and I think others) will not be able to afford. Yet it is sincerely needed. You have already defined the summary/subtotaling needed for us in your Finances>Reports. So the report is defined.
Can we hope for this in the near future?