Please describe in more detail how this would work and then there are two possibilities:
1) If we have many other users support this, we would consider developing. Frankly, this is not very likely at least for a couple of years as this seems a pretty unique functionality.
2) We will start rolling out API this year. For starters it will be to read the data from Wild Apricot. We subsequently plan to add capabilities to write data. This might allow creating a third-party extension integrated with Wild Apricot.
Are you using online payments in WA - or manual (offline) payments only?
Also, can you elaborate about Swiss Frank not using cents - I've never heard of that before.
Dan, thanks for the input, this is quite helpful.
Over time we have learned not to publish the roadmap for the long-term since we constantly receive tons of new information (new wishlist requests, things that change in the industry, our marketing plans, thousands of support interactions and hundreds of client surveys each month) and revise it at least a couple of time a year. So for now the only firm plan is for things already in development or testing, currently this is 4.5 (~March) and 5.0 (~July), see
The subsequent version 5.1 is in early design stages.
We typically provide updates via our blog - as in one of the links above.
So for a given request it's not possible to predict the timeline until it's selected into a particular release.
A question to supporters: is that important to have in QB all order lines of invoices from WA, or it is enough to merge them all to a single line with total sum?
Ember, we have not yet explored QuickBooks online - but will look into this at some point, based on how much interest we see among our clients.
John, our integration is limited to what's provided by QuickBooks. Our research indicated that with all the different versions of Quickbooks our safest bet is using old-school file import (IIF formatted file). Unfortunately it has many limitation, e.g. this inability to link payments to invoices. I think we have reached the limit of what is possible with the IIF - so further improvements would have to be developed with a different integration mechanism, which would take us a while to research and then develop.
Kerrie-Anne - thanks, noted.
Tom, thanks for bringing up this issue.
I would appreciate comments from other users about their experience converting their website to Wild Apricot - what were the bigger challenges and how do you think we could handle these better in our software.
Thanks, this example is very useful!
I would appreciate comments from other clients - especially specific calculation examples.
One big challenge is how these kind of calculations are to be set up - what kind of interface to enter these formulas. Any suggestions/examples you saw in other systems would be appreciated too.
Edie - thanks for the details!
I would love to hear comments from other users who could use something like that.
Edie - could you elaborate on the ideal scenario you envision for this? What kind of report would you need, how exactly you would use it etc? (This can help us analyze and design future enhancements and/or come up with any workarounds to suggest for now)
Could you please post a basic example to illustrate this?
Let me ask you - what is the reason behind this? My guess is that you want this to use for attendance tracking / at the door check-in.
Additional details from another client:
I’m glad you’ve asked me about this one, because once I lay it out, you might see why this would help organizations like ours. Our volunteers range from very tech-savvy to driving around in covered-wagons. So I do not trust many of them to have full admin access. However, I often must make them Event-Level admins so that they can check on their registration numbers, etc. Of course, it would be bad if they messed-up their event by accidentally deleting it or something. But at least it would just be their event. However, if I make them Event-Level admins, they could also completely mess-up OTHER people’s events. To minimize this risk, I decided to make them Read-Only admins so that they could check/download their registrations lists. This alleviated the risk of messing things up. But it also dramatically reduced the privacy of our members because Read-Only admins can see which of our members haven’t paid their dues, what they’ve done in the past, get the mailing addresses of people who HAVE NOT registered for their events, etc. So I was forced to settle on having each person who is in-charge of an event email me whenever they want an updated registration list. Then I have to download it and email it to them. This is a pain because I am a volunteer as well!
In a perfect world, I could:
1) choose a person for each event to have EITHER full or read-only access to ONLY that event
2) choose EITHER full or read-only when making someone a Membership Admin. This would be helpful for our Treasurer who needs to look at invoices and renewal info, but shouldn’t be able to modify those records.
This sounds like an interesting idea. I would a appreciate a detailed example of how this would ideally work.
Now there is a wish list item for two-factor :-)
Tom, your point is fair, the aspect to consider is that any field can be potentially made into a link on the directory listing, not just name.
We have clients using the system in various ways so there for example situations when the name is hidden but there is a custom 'nickname' field that is made public and that field is used to link to profile details.
Another consideration is that what is displayed is a a complex interplay between what admin sets up (which fields to show in the directory; default privacy settings ) and what member changes, possibly at some later time (privacy settings). So we have implemented this 'View details' to deal with conflicting situations.
I would love to hear input from other clients on this.
Thank you, I understand what you are asking for. Can you also elaborate why is this needed/how this would be typically used?
Could you describe this in more detail using an example?
Can you elaborate - how would you use this in your typical workflow?
Since income report is based on invoices, one workaround is to go to Finances/Invoices and apply the same dates filter (assuming you want all invoices included). You can export this list into Excel from this screen.
Let us know if this helps.
Thanks for posting, I would appreciate comments from others who encounter this.
Thanks for the suggestion. We are not happy ourselves with the current situation - we know it is complex and cumbersome so we are investigating various options to redesign. Appreciate your suggestion - would love to hear from others.
I would appreciate - from everyone - examples of situations where this might be needed / how common this is.
5 votesTeam Membership responded
For those who search, there is an article about Silent Auctions in our Academy: https://www.wildapricot.com/articles/silent-auctions-simplified
Astra crew @ Wild Apricot
We don't currently have anything in WA for silent auctions, sorry.
I would appreciate if you could describe how this would ideally works - in a few bulletpoints - s we can consider it for the future.
There is no special function for this - but couldn't you do this via RSS - which we do provide?
Let me dig a bit further:
Recurring payment is set at the membership level - so when applicants join and pay, they all accept the recurring billing at the same time.
So how do you have people on the same level but not on recurring payment?
(The only way I can think of right away is they cancel it afterwards - or if their recurring charge bounces for a few days, payment processors might deactivate it automatically)
Automatic renewal - you mean what we call 'recurring payments'? http://help.wildapricot.com/display/DOC/Recurring+payments
Recurring payments can be enabled/disabled for the whole membership level only - so I would assume those members are on a separate level? In this case you should be able to set their reminder emails as desired since these are set for each level sepately.