Behind the Scenes @ Wild Apricot: Finding New Ways

Lori Halley 23 April 2010 0 comments

You discover a lot when people come to visit. First, you clean up your space and you discover how disorganized everything is, as well as probably some pocket change that's fallen between cushions or under papers. You also discover (or rediscover) a lot of places in your hometown that you may have forgotten about. And when you have guests from overseas, you discover those little differences and common traits that make everything so interesting.

This week we've had a couple of visitors to our North American office our overseas team. They were able to take a circuitous route around the Eyjafjallajokull ash cloud and arrive here only a day and a half late - more proof that our team members are ready to do whatever they can to deliver on their promises!

Katya is one of our QA testers and is responsible to making sure that what we developed behaves as we want it to and that there aren't any "unintended consequences". She also helps to look over our help files to make sure that we haven't missed anything and that we're explaining everything correctly. Anatoly, the other visitor, is one of our developers. One of his maim skill sets is with financial management - he's often the lead on any issues regarding online payment gateways or transactions.

One of the reasons they came over - other than the chance to meet everyone here - was to discuss the changes that we are making to how financial transactions are going to be processed in the next release. This is going to be a pretty big change to the site and it was great to have some of the people who are making it possible here to prepare us for the change.

Essentially, we're going to be cleaning up a lot of the transaction processes. We're going to either eliminate or standardize a lot of the statuses and terms used in transactions and transaction reports. We going to make it easier for you to track who your money is coming from and if it should be applied to memberships or events. We're also going to make recording and settling those transactions much more uniform, so that you don't have moments where you have to explain to a well-meaning volunteer that you record a payment for a membership this way, but an event payment is done a little differently.

We'll be going into more detail, but the best way to think of it is as "streamlining". All incoming transactions, like membership applications, are going to be "business transactions" and will all behave the same way. They'll make entries in a type of "accounts receivable" area. As you receive your money (either from your online payment provider or a check someone sent in) you can start applying those funds to the entries. We're even going to give you the ability to record "in kind" payments for those transactions that go beyond simple dollars and cents.

It's a lot to take in, and we want you to be ready for it when we launch it this summer, so there will be more explanations and pretty pictures over the next few weeks. We're excited about these changes because they are one a lot of you have been asking about for a long time, and also because they're going to make Wild Apricot all the more powerful.

Speaking of great ideas, why not check out these threads?

Starting next week, more details about financial management and other things that will be in our next release. Until then, make a list of those places in your town where you'd take someone, and go there yourself! You'll be surprised at what you find.

 

Originally posted by gvalentino 

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Lori Halley [Engaging Apricot] Lori Halley [Engaging Apricot]

Posted by Lori Halley [Engaging Apricot]

Published Friday, 23 April 2010 at 2:14 PM

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