Ideas

60 Vote
- Add my vote +1
- +2
Remove Transaction Fee in PP if paid Offline

When an org sends out a bill and has the customer pay the processing fee, it's automatically added to the total. If the customer decides to pay it offline, the admin will submit the offline payment, but the transaction fee will still remain and th...

Created 30 Nov 19:45 by Jay Reed

HQ Financials

6
31 Vote
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- +2
Tracking of Check/Offline payments

Hi, it would be useful if the SE platform allowed entering of offline/check payments so that when I run financial reports these amounts are reflected. Bonz/Blue Star has this capability and so does Teamsnap. Not allowing this level of tracking req...

Created 13 May 01:32 by Guest

HQ Financials

0
24 Vote
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- +2
CONSOLIDATED Financial Reports!!

I just need a consolidated report that breaks down the contents of every deposit we get for registrations and invoicing: Deposit ID (so I can find which items are included in which deposits), Deposit date, amount, fee, net and description (our loc...

Created 29 Oct 15:36 by Kim Knight

HQ Financials

0
24 Vote
- Add my vote +1
- +2
memo box on to mark offline payments

Right now you can just mark a member paid but not indicate tracking. Would like a memo field that you can put check number in and date and amount. Just so parents can see what they have paid off offline.

Created 01 Jun 19:59 by SUSAN BARTON

HQ Financials / Financials

1
19 Vote
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- +2
Allow adjusting of balance on user accounts

It would make it very helpful if the registrar of the site could adjust a balance or add a payment to a particular account. For example, we often have fundraising or scholarships that are placed to individual accounts. The ability to adjust, le...

Created 03 Feb 00:18 by Kimo Calilan

HQ Financials / Financials

0 Planned
18 Vote
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- +2
Account Credits Instead of Refunds

We would like the ability to give someone a credit on their account instead of a refunding that they would be able to use as a payment option for future registrations.

Created 22 Sep 18:35 by Mary Merlo

HQ Financials / Financials

3
17 Vote
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- +2
Allow customer to pass powerpay fee on to parent.

As a financial admin, I would like the ability to pass on fees from PowerPay to my members.

Created 07 Sep 20:16 by Chris Mertz

HQ Financials / Financials

1 Already exists
16 Vote
- Add my vote +1
- +2
User selection of deposit timing (not automatic daily deposits)

On the accounting side, it is a nighmare to track daily deposits for each active form. Just in the month of August, I had over 42 daily deposits to manually record in Quickbooks and that could be a light month for our Booster Club. I work with 3...

Created 06 Sep 19:46 by Guest

HQ Financials

2
16 Vote
- Add my vote +1
- +2
Editing - Scholarship/Payments

It would be useful if payments by people could be edited in a way that refunds didn't have to be issued. If I could adjust amounts owed up and down and if the platform allowed the manual entry of scholarships after payment registration has happene...

Created 13 May 01:35 by Guest

HQ Financials

1
13 Vote
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- +2
Show Export fields on screen view

When reviewing transactions/reports on screen, the columns available upon export are different. There is no way to see what fields are available for export until I actually do the export. So I have to keep separate list of reports or views that ex...

Created 29 Oct 15:21 by Kim Knight

HQ Financials

0