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==WePay phone meeting notes== *payment account for a group, not attached to indiv **allows recurring bills, autopayment ***2 day notice email **3.5% fee for credit/debit **$0.50 fee for bank transfer *no bookkeeping back-end or tool *can have as many payment accounts as we want *can have a debit card attached to a payment account **"one to one" system sometimes fails **failure mode may be acceptable for our use case ==Old list to unpack== from Kelly hurtstotouchfire@gmail.com to Noisebridge <noisebridge-discuss@lists.noisebridge.net> date Tue, Oct 5, 2010 at 16:47 subject accounting software / websites mailed-by gmail.com hide details 10/5/10 Wherein you are invited to disclose your opinions on things you will never take any action on yourself! A rare Noisebridge opportunity! Here's the deal: I, your new treasurer, already hate xero.com (our current bookkeeping system). I'm planning to finish out 2010 using xero, but I'll have a good 9 months of 2011 to look forward to, and they could be accounting bliss. That's the fantasy. Here are features we need: * import and reconcile transactions from Wells Fargo, Paypal & Square. * keep repeating invoices for membership dues and an option to have the member invoiced automatically via email. * some smart suggestions to reconcile incoming transactions with their matching invoices (xero is betarded at this. It searches only by amount, not by name and amount) * custom categories for flagging transactions as various types of expenses and income to make taxes easier * some reasonably convenient way to output data (graphs and reports would be nice, but good clean csv files would do. I can matplotlib that shit.) * clear tracking of unpaid invoices * Reasonably forgiving and customizable system (i.e. xero won't let you delete invoices once created, you can only mark them invalid. Not A Feature.) * generate receipts easily * web-based or linux-compatible local app. Some sort of remote data storage and ability to access from multiple machines is required. Here are features that would make me especially super happy: * direct access to the full details of paypal or square transactions (i.e. notes to the payee, etc) * really smart algorithms for invoice reconciliation, alteration and deletion (i.e. delete invoices for this member during these dates or change the invoice amount on individual invoices without affecting repeating invoices) * an interface which isn't bleeding edge flash that trips up in Linux. Ideas? -Kelly
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