We're in the process of spec'ing out a new financial module for all your treasurers and finance coordinators. This is the fun part where we get to ask you what you would LOVE to see in the new module! Some of the features we are considering now are:
- Patron Management (tracking donors, payments, giving status to certain levels of donors)
- Dynamic budgeting (with sub-budgets for fundraising efforts, shows, etc feeding into master budget, with the ability to print typical reports)
- Show ticket tracking/dynamic updates to budgets
- Finance Dashboard specific to needs of a finance person (with to-do's of contacting who hasn't paid, etc)
- Multiple marking paid option
What else? What gets you the most excited about this upgrade? (tentative release is scheduled for mid 2013, fyi, so no asking when it's coming before then! :)
Fire away!

Just to clarify - this wouldn't replace your transaction based accounting system - just work with some of the top-level figures, etc. :)
Kari Metzger
EVP Business Development
Groupanizer
(d) 604-451-7454
kari@groupanizer.com
Given that this is not taking over the accounting system, then I think the best focus is one of communication
- send out invoices (much as at present)
- send out reminders
- send out receipts
To do this simply, I'd like to be able to accept data from the accounting system (probably tables in csv form):
- upload a set of invoices
- upload a set of payments (for non-paypal reciepts)
I am using Saasu (www.saasu.com), an online accounting system with Bank feeds and links to paypal so the paypal connection is really handy (the transaction comes through on both Groupanizer and the accounting system). However, when a sub is paid by bank deposit, I have to mark it manually in Groupanizer - I can't see anyway around this so just want to make it easy.
Reporting is less important - tends to be covered by the accounting system.
That's my thoughts for the moment.
Kerry
Kerry Mayes, Treasurer
Canterbury Plainsmen
Christchurch NZ
We do all of that from QuickBooks online and since we have several Financial folks it is all accessible to them via the web. The only issue we have is updated member information. We allow people to update their own profiles in Groupanizer, so the financial folks don't necessarily know when information such as home addresses and email addresses have changed. For us, it would just be nice to have an updated last date field on the Export to Excel.
Carole Bergerson
Groupanizer Mistress
Alaska Sound Celebration
cbergerson@gmail.com
We definitely need a way to mark multiple invoices as paid all at one time. We only have a few members who use PayPal, but we'd like to use the invoicing to help remind members to pay. So, it's a really slow process to go in and mark paid for all the folks who pay by check or cash.
A tie-in to the "Dues Paid Until" field on a member's record when their invoices are marked paid - set to the latest date paid.
Tracking donor information would be great as well.
Peggy A.
Capital City Chorus
Kari,
I am not sure I see the benefit of a "Finance Module." Which you mentioned:
I actually brought the up to Tom when I first was demo'ing the software. In that conversation I said:
The more I thought about this over the past year I think I have changed my mind. My new treasure put it to me very simply "If I have to use Quickbooks which can do everything you could do in this new module, but do it better, why would I use the new tool?" Currently we use QuickBooks to do:
So maybe we can start with where do we drawn the lines of functionality and duplication of efforts.
---- On a side note
I think groupanizer is a great product that should continue to focus on its CORE purpose. I don't want to step on toes here but I don't see you as accounting experts I see you as chorus management experts. Like Mr. Collins says focus on your "hedgehog concept" and build partnership for the rest! technically speaking that is what open API's are all about :-)
Other thoughts ?
Joseph Workman
President - West Michigan Gay Men's Chorus
www.wmgmc.com
joseph.workman@gmail.com
Hi Joseph,
Yep - you are right there - in fact, what we are talking about is most definitely *not* a replacement for quickbooks or any other accounting software. It's more around roles and permissions - to illustrate, some of the actions we are talking about are:
Of course, the basic upgrade would be user flow for marking members as paid as well as other details that are minor we can improve on today's system. However, we have probably 50-150 choirs using Groupanizer now who need donor management because they rely on community and corporate sponsorship for their monetary needs, and in the same breath, we also realize that the current majority of our groups rely on their own members for 'dues' and other financial infusion, so this may not be as important to that segment.
No worries though guys - this is the brainstorming phase (it's a year out for sure) - we're hearing from a small, but mighty portion of our groups who want something that is slightly different from everyone else's needs, and we want to be sure that we don't miss them while we build for the majority. :)
Hope this helps elucidate things a bit more!
Kari
Kari Metzger
EVP Business Development
Groupanizer
(d) 604-451-7454
kari@groupanizer.com
Hey Kari
Does the Ticket Management option relate to a calendar event (so that we can track who and how many are sold for an event)? Can we add some sort of link so that online ticket sales can be handled as well on the publicly accessible detail page for the event, with the purchase auto-updating an 'online' allocation somehow?
I'd also like to see some sort of budgeting associated with Projects and Tasks... that way, we could have a project of 'Annual Show' with a budget and track ticket sales, etc against it as well (in addition to the calendar event link).
My $0.02 (NZD, of course)
Antony Currington
Musical Director :: Harbour Capital Chorus
Email :: acurrington@paradise.net.nz
Wellington, New Zealand
We too, are using QuickBooks. In order for Groupanizer to be an effective tool, the accounting program would need to accept and apply payments to the invoices created and have the capabilities to export reports to a spreadsheet. It would make double work for us to enter invoices into both Groupanizer & QuickBooks (or accounting program) so the payments could be applied. The program that would accept and apply payments would be the one that would be used, I'm sure . A nice feature would be to have the member's dues be updated on her account automatically once the payment has been received.
Anita