05 April, 2011

As part of the Google Grants program for non-profits, Google offers their Google Checkout service to qualifying non-profits at no-charge with no processing fees. Depending on the fees you would pay with a competing processor this represents an instant 3% jump in your organization's fundraising efforts just by using Google Checkout.

 

The only limitation has been recurring donations. To address this Google launched Google Subscriptions and now we need to get support into CiviCRM so we can enjoy a single free processing fee payment gateway.

 

A new Make it Happen iniative was launched to get this going in 4.1 or even 3.4 if we meet the campaign...

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30 March, 2011
By xcf33

Many modern web applications have a lot of spam deterrent such as Captcha, Bayesian filters, URL, ip detections etc. One example is trying to do 2 consecutive search on the CiviCRM.org forum and you will get a an error that look like

 

"Your last search was less than 5 seconds ago. Please try again later."

 

The concept behind this is flood control is to prevent a webbot (automated script) that is trying to spam and flood the server. 

 

Sometimes this technique is useful in place of something such as a Captcha system because when someone performs a search on the forum, it would be annoying to have to play the "guess game" with a captcha everytime. Therefore discourages the usage of the searching functionality. 

 

We are applying the same concept to CiviContribute contribution page in attempt to stop spammers from using the contribution form as a gateway to test fake or stolen credit cards. See the code in the...

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01 December, 2010
By Eileen

As 3.3. goes live it’s great to see a couple of Make-it-Happen initiatives included in it. The Make-it-Happen initiative was born out of my frustration at the difficulties of getting things into CiviCRM that were useful for everyone but not funded by any ONE organisation.

 

Since launching it we've managed to get a couple of long-wanted de-dupe improvements in - now in 3.3 you can make CiviCRM REMEMBER that John Smith from Widgimootha and John Smith from Aalberg are different people. For those of us who have been round the loop of running a de-dupe search, choosing two contacts to merge, merging them, and suddenly discovering than you can't navigate back to the duplicate listing page there's still quite a bit of scope for improvement so consider making a contribution to the 'prev-next' initiative

 

But, the Xmas present...

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04 November, 2010

There have been a number of blog posts discussing the needs for improved accounting features in CiviCRM. The results and current specification is at the wiki at: http://wiki.civicrm.org/confluence/display/CRM/Finance+and+Accounting

 

Its time to help to make-it-happen for CiviAccounts once the specifications on the wiki are streamlined and prioritized.   Dave has requested that all interested parties join this new CiviAccounts team.

 

My priorities are: 

1) Get many-to-many transactions to obligations working, both in the database as well as the UI. Many-to-many includes the following use cases:  

 - One check/credit card transaction that needs to be allocated to many obligations ( such as event fees, member dues, donations, etc )

 

- One obligation that will be fufilled by many transactions. Also known as partial payments. So...

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09 November, 2009
Filed under CiviContribute, CiviCRM

Creative Commons has been using CiviCRM for several years. A number of months ago we decided that for our annual fundraising campaign we wanted to streamline the donation process, possibly reducing it to a single click on the CC site.. About a month ago we launched our annual campaign along with a one-click donation process.

The process required a bit of custom coding, but fortunately very few changes to core CiviCRM code. Some of the main benefits of this method are:

  • The contributor (potentially) makes only a single click to donate on your site. The less clicks/keystrokes the better chance someone will complete a contribution.
  • You are no longer limited to designing your contribution pages within the confines/scope of Drupal and CiviCRM. You can create pages the way you want, wherever you want. This is especially nice for widgets, or anyone else wanting to help your campaign. Potentially, people can create their own donate links on their own sites...
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20 August, 2009

About 8 weeks ago we began looking into a CiviCRM / QuickBooks integration framework. Our goal is to write a module that allows CiviCRM contributions and contact information to be written to QuickBooks. Our target version is QuickBooks 2009 Premier Non-Profit edition, since that's what we use.

At the very least, the module should be able to:

  1. Map sources of income in CiviCRM with accounts in QuickBooks.
  2. Insert Donations, Deposits and Payments from CivCRM to QuickBooks.
  3. A seamless process that requires little management from the staff.

We found the QuickBooks PHP framework by Keith Palmer to be the best fit for our needs:

It's being actively developed and supported by a handful of programmers who are also using the framework in production environments. It makes SOAP calls using...

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05 August, 2009
By andrew
This post started out as a reply to Eileen's "Banking Screen?" comment on my previous post on this topic, but by the time I was done, I thought that this warranted its own post. I think that the core "Accounts" or "Banking" functionality that could be helpful to Civi users without getting too out of control, is:
  1. generate a listing of the individual cheque and cash "receipts" processed since the last "deposit" was generated, add selected receipts to a deposit and print it as a deposit listing, using a template that would enable you to submit the listing to your bank with a deposit slip;
  2. enable a bank reconciliation to confirm that each deposit was successful and highlight any discrepancies such as bounced cheques or typo's when entering cash or cheque amounts. Ideally you would be able to tick off each receipt within a deposit as reconciled (or just tick the deposit as a whole and have the system mark each receipt within that deposit as reconciled). If a...
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04 August, 2009
By andrew

We are finding that CiviCRM/accounts issues are becoming increasingly important for our clients, and Eileen's recent blogs and the discussion they are generating are a fantastic step towards helping find the best way for Civi to deal with financial transactions.

For example, I think it could be useful for Civi to ultimately develop functionality for maintaining simple bank accounts within CiviCRM, so that small organisations can maintain basic accounts without the headaches of integration with an external package.

Currently we have clients who are willing to rely on CiviCRM as being the central repository for the detail of all contributions, with a lump sum figure hitting their GL at the end of each month which can be reconciled against CiviCRM's records. This is largely reliant on the organisation having very good procedures in place to attend to banking on the same day as transactions are entered into CiviCRM, to make it easier for payments to be reconciled. It...

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06 July, 2009
Version 2.2.7 was released today with CiviReport ("the return") phase 1. This version includes fourteen report templates with coverage for contact data, activities, contributions, events and memberships. Folks in the community who have had a chance to preview the functionality have been quite excited - and we think this is a significant step forward for CiviCRM. First, a few concepts... CiviReport is delivered with a set of report templates. Each template covers a general reporting area - for example: Donor Report (Summary), LYBUNT (Last Year but not this Year), etc. Administrators can then create one or more report instances from a template - with specific display columns, filters and grouping rules. Users go to the CiviReport menu to see a list of report instances, and run the reports.   For example, your organization might need a report which summarizes donations year-to-date grouped by Country. You create this instance from the... Read more
22 January, 2009

We are excited to announce that a second Alpha release for 2.2 is now available for

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