Behind the Scenes @ Wild Apricot: Introducing Financial Management

Lori Halley 30 April 2010 0 comments

Good day sunshine!
I've been trying out a new system lately.

One of my goals for this year is to take better care of myself. I get up much earlier, around 5 AM, and I hit the gym at 6 AM. This has a number of benefits. First, I get a little more time with my wife each day (since she starts her day very early). I also get to the gym when it's nice and quiet so there's not much competition for equipment or space in the locker room. I get to work much earlier, so I can get more done during my day. I also start with a burst of energy, so there's none of the lagging around the coffee machine thinking "How am I going to get motivated today?"

I won't lie, the first few days were a stretch. I don't like getting up in the dark, and it was hard to convince myself not just to do a routine workout and not really apply myself. After a couple of days, though, I found I was really enjoying this time, and it was getting easier and easier to wake up on time.

Today, though, I skipped my workout (bad me!). While I still got into the office early, I've found that I don't have the same joy and energy today. It's not that I'm tired, or that I'm feeling lazy, it's just that I haven't felt as bright-eyed and bushy-tailed as I normally do.

So, what's the lesson? Part of it is to stick with your changes, but the other is to not be afraid of them in the first place. There may be all kinds of additional benefits that you haven't counted on, and you'll find that once you get used those benefits, you really miss them when you don't have them. I've realizes that just a little extra effort to get up an hour earlier has really changed how I approach myself and my work.

Making "cents" of it all
Starting this week I'll be giving you the heads-up on some of the changes and features you can expect in the next version of Wild Apricot. The biggest feature is going to involve financial management - how your organization collects money and how you can manage your financial transactions and their effects.

One big change in the system is going to be that every transaction is going to generate an invoice. In earlier versions it was just certain transactions that generated invoices. Now each time you receive a membership application/event registration/donation etc or start the procedure yourself as an administrator there will be an invoice generated in Wild Apricot. You'll then be able to settle those  outstanding payments - either by online transactions, receiving a payment directly from them, or even by bartering (more on that in another post!). This is going to impact how transactions and their workflows are processed in Wild Apricot.

To start with, let's take a look at some of the changes on the contact card. First, we're going to make the statuses from transactions more visible. In the examples below you're going to be able to see on the membership tab what state the transaction and application is in and what choices you have available to you. You can also see what triggered the transaction - if it was a membership application, a renewal, a level change etc

Also in the right hand corner of the contact card you're going to see the total outstanding balance for the contact. This is for all their transactions, and will be visible no matter which tab you are in on your contact card. It's in nice big letters, and color coded so that there's no confusion about the "bottom line" for the contact.

(Please note that these screens are not finalized, so think of them as really nice drawings on really expensive napkins. Click on any picture to see a full sized version of it in a new window).


 

This is just the tip of the iceberg. There's far more exciting things I'll be describing going forward in this blog.

Have your say
Even though there's a lot of work being done on this, it doesn't mean we've stopped working on other ideas and suggestions. Check out the conversations on

Be sure to come back next week for more new features and more about what goes on behind the scenes at Wild Apricot.

 

Originally posted by gvalentino 

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

Posted by Lori Halley [Engaging Apricot]

Published Friday, 30 April 2010 at 2:15 PM

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