17 October, 2014

You know what they say… there are only two certainties in life - death and taxes. Well, we’ve been working to teach Civi to help make the latter a bit easier. We’re very pleased to announce that Web Access and core team have collaborated to ensure that CiviCRM 4.6 will fully support Sales Tax ( VAT). As of the conclusion of the Edale London sprint we’ve merged this functionality into the master branch.

Not only will CiviCRM understand Sales Tax, it can actually allow users generate Sales Tax invoices right in the back office. This will eliminate the need to track invoices separately in your accounting software and manually upload transaction data.

Key Features

  • Fully supports percentage-based sales tax
  • Each line item can be subject to a different sales tax percentage
  • Sales Tax amounts are automatically applied to a Sales tax creditor account
  • Supported: Events, Contributions,...
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09 September, 2014
By BjoernE

Direct debit is vital for donations in continental Europe. It's widely available, reliable, and now it could be for free! SEPA -the "Single Euro Payments Area"- harmonized money transfers throughout the EURozone, allowing for easy direct debit payments between any of the 18 EUR countries.

Making SEPA accessible for CiviCRM could be a real money saver for us: No more paying the expensive fees of the bureaus. Not to mention the outrageous costs and delays of credit card payments. Plus, you could have all the donor's information right where it belongs - in your CiviCRM.

Project60 started out more than a 18 months ago to seize this opportunity and (among other things) develop CiviSEPA - the SEPA direct debit integration into...

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08 September, 2014

Pencil and squared paper at the ready CiviCRM is about to get a little more boring...

Yes thats right, over the past few months Compucorp have been working with Web Access, JMA consulting and the Core Team to beef up Civi's accounting integration by providing support for Sales Taxes for CiviCRM. But wait there's more...

Now with full support for Sales taxes it made sense to go the whole hog and produce legally valid invoices and tax receipts. That means, Civi now understands more accounting concepts and can provide better support for organisations with more complex Accounting, Sales Tax and Invoicing needs. No more tracking invoices over in your accounting system and then manually updating your CRM, now all of this is integrated into one neat Civi shaped package simplifying (or removing the need for) costly accounting integrations or manual data imports.

Of course you can optionally turn all this off and keep using Civi and your existing...

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01 September, 2014

There is a newly updated version of the native extension called "Fancy Tokens". This new version (2.1) includes enhancements suggested by the community. Specifically the request from Xavier to include tokens for individual event registration pages, where the event ID can be easily changed. 

Have you ever needed to send an email from CiviCRM that includes a list of upcoming events? Then you know how much fun the copy/paste effort this entails, especially if you want to use a checksum in the links to register. Plus you know you get to repeat the whole exciting process for the next newsletter the following week or month. Or if you have someone else you need to train on this task, try explaining to a non-technical person how to hand-edit the URL query string to include the checksum paramaters. (is the contact ID query string param name "cid=x" or "id=x", well that depends....)          And even if you do not deal with events, you can have the same fun teaching someone else to...

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11 July, 2014
Filed under CiviContribute

I've just posted a new release for the iATS payment processor extension, with improvements and bugfixes, mostly for the ACH/EFT (direct debit) function.

The details about the release are here: https://github.com/iATSPayments/com.iatspayments.civicrm/releases/tag/1.2.7

You would think that taking money over the web without the use of a credit card wouldn't be so hard in this world of international financial transactions? But it turns out that it is.

Of course, the idea is very enticing - your constituents want to support you, let's allow them to do that without having to pay so much money to the credit card companies. If we can do that on a recurring basis, we're getting to the holy grail of fundraisers everywhere.

And if you've been around for a while, you'll know that this technique is used frequently in...

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03 July, 2014

Last week I have been working for MAF Norge to connect CiviCRM to their SMS Gateway (PsWinCom) so that they can send and receive SMS from within CiviCRM. In addition PsWinCom offered a the possibility to send SMS which will charge the receiver an amount of money. This way MAF Norge used to receive SMS donations. Now they can do that from within CiviCRM.

This done by two components, one is the PsWinCom SMS Provider and the other a newly developed SMS Autoreply extension. 

SMS Autoreply extension

The SMS Autoreply extension does sends auto replies to incoming sms-es. It is triggered by a keyword...

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15 April, 2014

A final blog about our Donor Journey sprint with Steinar and Helen from MAF Norge. Or I should really say our sprint on CiviCRM Trigger Action. We set out to at least create the first basic version of the engine to automatically do stuff based on stuff in CiviCRM :-) Some kind of mechanism that would allow MAF Norge to automatically move donors into specific groups once they have contributed for the first time or set up a recurring payment for example. I feel we have made a good really start on the engine, for more technical details read the previous blogposts by Jaap Jansma (jaapjansma in Civispeak). The first test was quite successfull, and going through the list of triggers with Steinar worked pretty well. As we expected we did make one of the most unsexy things ever, which is a nightmare to configure. So even though Helen and Steinar can work with it, it is not something I would hesitate to hand out to everyone...but it is...

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10 April, 2014

Today a new blog post about the progress of the implementation of Donor Journeys into CiviCRM. The route we are taking is that we want to create a trigger/action extension for civicrm because most the donor journey automation is based on a trigger/action. e.g. payment coming in resulting in a thank you SMS a day later. 

In our earlier blogs about donor journeys (Donor Journey Sprint Day 1 and Donor Journey Sprint Day 2) you could read about the internal working and the data structure of the trigger extension.

Yesterday and today we have been working on refactoring the extension to meet the requirement of combining multuple triggers and having the possibility to have condition on custom fields as well. So we have decided to let go the trigger action table/structure and have decided that we have a rule_schedule table...

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08 April, 2014

Yesterday I wrote a blog about the first day in the sprint for the donor journeys. I have discussed that we are focussing on a trigger/action extension to automate most of the donor journeys. I wrote a bit about the internal working and the data structure of this extension. 

Today we have finsished the internal working of the system. It is now possible to define triggers and actions. Right know you can enter those only in the database. We have made a start with the user interface and we continue to developer the user interface tomorrow. So that a user can enter a set of triggers and actions. In this blog post I want to show you how you can enter the trigger and actions in the database. The reason is that this will show in more depth how the extension works.

To explain how the extension work let me first explain which trigger/action I will use in this example.

Example: add every...

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10 March, 2014
By antrik
Filed under CiviContribute

Christmas is long over, yet we have a wish: we want to introduce a new field to `civicrm_contribution`, (tentatively) called `sequence_number`. This will give contributions records belonging to a recurring contribution some self-awareness, by recording which installment in the series each contribution record represents.

Our itch to scratch here regards to direct debits, where we need a simple and reliable method for determining which installemnts have already been created, and which still need to be created. But let's think big: it seems to me that storing this information should be useful for other types of recurring contributions as well.

Note the emphasis on reliable. In the ordinary case, we should be able to derive the sequence number easily by counting the contribution records. However, in the Real World (TM), nothing ever goes as it should -- especially when computers are involved :-)

For one, counting only works if the...

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