09 February, 2015

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...

Read more
06 February, 2015

(My name, but blog is actually from MAF Norge's Steinar Sødal)

How to track what marketing effort is most efficient for recruiting donors or members?

All NGOs would dream, hope and maybe pray to expand their database of donors with new ones. Hopefully your NGO is doing more than just dreaming, but actually spending some money trying to recruit new donors or members.

If you are spending money trying to achieve this, you would probably be aware that this is expensive. Newspaper advertising, Facebook and Google ads, webpages, inserts, face-to-face on the street, events and so on. What effort gives you most donors, to the lowest price?

Any sales or marketing business will need a way to measure what marketing effort is most cost efficient. I sincerely think that NGOs should do the same, so that they could understand where their marketing strength and potential lies.

The main Key Performance Indicator (KPI) for donor recruitment should be ”...

Read more
16 January, 2015

Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things?  If so, your input is needed on CiviAccounts.  (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)  

Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1    

(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)

Background:  One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...

Read more
09 December, 2014
By Nileema

As mentioned by Tony in his blog, we have recently released “Simple Donate” extension that allows you to have a pretty and responsive donation pages. I want to take this opportunity to share some implementation details for this extension.

CiviCRM and API

We made a conscious effort not to add more configurations and decided to use existing contribution page settings. So the only thing that you need to do is link your existing contribution page with our extension.

AngularJS

CiviCRM already has support for angular extension. It was fairly easy to learn and develop front-end based on angular framework. It also helped in implementing client-side validations for most of the user related and payment related fields. Angular was...

Read more
06 December, 2014

I recently had a requirement to allow for export of Accounting Batches to a format that AccountEdge can use. The good news was AccountEdge has many CSV import wizards for many different types of data. The bad news was the layout of the accounting batch export CSV file from CiviCRM did not match what AccountEdge expected.  So I set about creating a new export format for CiviCRM which is compatible with the "File ... Import Data ... General Journal Entries" wizard in AccountEdge.

What I had to do:

Step 1:  Update list of export options to include the new choice "CSV for AccountEdge"

1a) I edited the file: civicrm/CRM/Financial/Form/Export.php
 option choices need to be updated in 2 places: in "buildQuickForm" and "preprocess" functions
1b) I edited the file: civicrm/templates/CRM/Financial/Form/Search.tpl
  option choices need to be updated in function "editRecords"
 
 ...
Read more
05 December, 2014

In 2014 MAF Norge funded CiviCooP developing the TriggerAction extension (https://github.com/CiviCooP/org.civicoop.triggers) to assist them with automated Donor Journeys in CiviCRM. Our team of Jaap & Erik from CiviCooP and Steinar & Helen from MAF Norge worked hard for a week and we came up with something that does work but is fairly complicated and decidedly unsexy. During the CiviCRM sprint in Edale Jaap & Erik from CiviCooP worked on a first analysis of CiviRules, a CiviCRM extension that is based on the Drupal Rules module. We described our thoughts (and some great contributions from community members) on a wiki page: http://wiki.civicrm.org/confluence/display/CRM/CiviRules+extension

In 2015 our aim is to actually develop and deliver the...

Read more
24 November, 2014

At Web Access we’re constantly exploring new technologies and challenging our engineers to come up with new, and useful software solutions. This exercise allows us to hone our skills, motivate our teams, and keeps us thinking outside of the box. At times, such as this, it gives us a little something to boast about.

We thought it would be really useful for the community if there were a simpler way to donate in CiviCRM. So we set out to simplify the donation process. What we’ve come up with is the “Simple Donate” extension which allows the administrator to link existing donation pages with our new sleek, user friendly and responsive donation page. The genesis of this idea came from the blog post here

Pen and paper ready? Here’s how it works…

  1. Link your existing contribution page with simple donate form....
Read more
29 October, 2014

This extension has been unpublished from the CiviCRM extensions directory, as it is obsolete. The source code is still at GitHub (https://github.com/sgladstone/com.pogstone.paymentprocessorhelper), but is not maintained, nor recommended. 

 

Pogstone has published a new native extension called "Payment Processor Helper" Its designed to standardize and streamline, and ease support challenges related to automated recurring contributions that are connected to payment processors. This extension is NOT a payment processor. Its designed to work along side existing payment processors, which at this point includes PayPalPro, Authorize.net and eWay recurring.  Hopefully this is of use to organizations using one of those 3 payment processors, and/or other developers creating payment processors that want to offer automated recurring...

Read more
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,...
Read more
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...

Read more