Alex Sirota

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  1. 28 votes
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    17 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    With Integromat it is possible to import invoices and payments from external systems. Have a look https://www.newpathconsulting.com/integromat.html

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    Alex Sirota commented  · 

    We also have a customer who is transitioning off Salesforce.com and has financial transactions stored there. They can export this data in a simple CSV file. Even a mandatory format for donations import would be nice since we can transform the data to fit Wild Apricot's requirements in Excel before import.

    Alterntively opening the API to support financial transactions would be helpful.

    In the end this is about how much data there is to import. Clerically speaking, if there are only a few hundred this can be done manually using the backend UI. If there are a few thousands to tens of thousand it becomes quite a problem.

    I have thought about a workaround that involves storing historical transaction data as part of the contact record but this really is the worst case scenario.

  2. 1 vote
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    1 comment  ·  Developers  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 227 votes
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    56 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    This is possible with our custom reporting solution, which uses google data studio. Have a look:

    Https://waxm.newpathconsulting.com/warm

  4. 104 votes
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    52 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    If you have multiple bank accounts, multiple currencies tied to each account would also be desired. Multiple currency support in general is missing right now.

  5. 5 votes
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    1 comment  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    We have implemented a way to create custom member directories from 1 or more Wild Apricot sites with our WAWP plugin. Visit https://waxm.newpathconsulting.com/wawp to download the WordPress plugin.

  6. 6 votes
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    4 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    We are implementing this with our fork called WAWP. SEE https://waxm.newpathconsulting.com/wawp for more details.

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  7. 28 votes
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    10 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 30 votes
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    2 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    The idea of moving changes from one site to another is attractive.

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  9. 10 votes
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    2 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    We have built a new scenario in Integromat to support tax break our and much more. See https://waxm.newpathconsulting.com/waqm/ for more details.

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    Alex Sirota commented  · 

    The ideal situation would be to expand the list of accounts and add a liability account called Taxes which could export the taxes assessed on each invoice.

    There is a way to create such an account in Quickbooks

    https://www.myvao.com/2014/05/19/set-liability-account-quickbooks/#:~:text=Steps%20To%20Setting%20Up%20a%20Liability%20Account%3A%201,the%20account%20name%20and%20number.%20More%20items...%20

    They are liability accounts because the funds collected here have to be "paid back" (minus any eligible sales taxes paid out on expenses) to the government and thus are a liability.

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  10. 1 vote
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    0 comments  ·  Wishlist » Chapters  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 2 votes
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    1 comment  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    Check the partners directory for custom theme makers

    Wildapricot.com/partners

  12. 1 vote
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    0 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →
  13. 184 votes
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    62 comments  ·  Wishlist » Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    By the way unless you are an app developer and pay 99 per year to Apple you cannot change the icon or name of an app dynamically. It is against the terms of the Apple App Store.

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    Alex Sirota commented  · 

    It is possible to use the shortcuts app to attach a custom icon to the Wild Apricot member app.

    See the attached Debbie Harry icon with a custom name linked to the members app via shortcuts app in iOS. Unfortunately this has to be done by each member so it’s not ideal but instructions could be made. A crap workaround but still a workaround.

  14. 265 votes
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    105 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    We have put together a Jobs board workaround using the discussion forum:

    https://www.newpathconsulting.com/2020/11/wild-apricot-cheat-sheet-16-setting-up-a-job-board-with-wild-apricot-discussion-forums.html

    In a similar way you can change the buttons from forum topics to jobs or classified ads.

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  15. 81 votes
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    38 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    The Integromat solution we created allows breakouts of all extra charges. See https://waxm.newpathconsulting.com/waqm/ for more.

  16. 9 votes
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    1 comment  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 2 votes
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    0 comments  ·  Wishlist » API  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 131 votes
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    50 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    A quick note for people who think PDFs are secure. They are just as easily changeable as emails are. In fact even easier unless the PDF is digitally signed by your organization.

    PDFs would be nice to have but they are not more secure unless extra work is done to make them secure. This is not something you get for free in acrobat.

  19. 181 votes
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    81 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    There is a basic workaround: use separate events for different registration forms. That way you will have an event for vendors and one for attendees for example.

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    Alex Sirota commented  · 

    Another interesting request we have had to expand registration types: Allow a common field or membership field to "drive" which registration type is preselected. So if there is a common field call "Occuption" and it is a dropdown list, it could drive the preselected registration type by the same name. That way you could specify which registration type of selected automatically based on this field. If there is no exact match then the registration types are all shown. Otherwise if there is a match (case insentitive of course) the common/membership field can automatically select the right registration type. This can be useful when assigning registrants to a specific registration type only available to them without needing to set access control. It's sort of a second level of access control based on the membership profile outside of Membership Level or Group.

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  20. 163 votes
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    85 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    NewPath Consulting is proud to announce the general availability of a full QuickBooks export functionality for Wild Apricot. Please see https://waxm.newpathconsulting.com/waqm/ for more details.

    The Wild Apricot QuickBooks Manager enables any Wild Apricot administrator to:

    -export a range of invoices into QuickBooks IIF format with both US and Canadian versions of QuickBooks

    - include one or more taxes as part of the item details on the invoice

    -map membership invoices, online store, event, donations and manual invoices into separate subaccounts

    - create event-specific imports by mapping event names into QuickBooks subaccounts

    - customize what is included in the IIF file (e.g. transaction, contact or invoice details)

    - automate exports to be scheduled, delivered to a dropbox and/or emailed to your bookkeeper or accountant on a pre-set schedule

    - up to 1000 invoices with 2 line items per invoice can be exported on monthly basis using the “Basic” tier of Integromat. Higher tiers can process more invoices with more line items per invoice.

    - integrate real time transaction flow with QuickBooks Online (coming soon!)

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