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...

Read more
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...
Read more
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...

Read more
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

Read more
12 January, 2009
Filed under CiviContribute, v2.2
Starting with CiviCRM 2.2, your organization can take advantage of an online fundraising strategy that was previously available only to users of one of the large, proprietary (and expensive) online fundraising solutions. I've spent the last few days working with our new Personal Campaign pages feature - and I'm quite excited about the potential it has to help our users take their online fundraising to the next level. When you enable Personal Campaign Pages ("PCP's") for any existing CiviContribute online contribution page - your donors will be invited to "become supporters" by creating their own donation "portal". Getting started with PCP's involves just a few simple steps:
  • Decide what basic information you want to collect from your fundraisers - a "Supporter Profile". We recommend collecting first and last name and email address.
Read more
12 January, 2009

We are excited to announce that the initial Alpha release of 2.2 is now available for download, AND to try out on our sandbox site. This release includes several major new features:

  • CiviCase - case management component with configurable workflows (learn more...).
  • Personal Campaign Pages - Allow constituents to create and promote their own personal fundraising pages in order to drive traffic to your organization's online contribution pages (learn more...).
  • Simplified CiviMail Requirements - PHP-based option to handle return channel (bounces, replies ...) - replaces AMAVIS and simplifies installation and...
Read more
05 December, 2008
By michal

It's that time of year again!

No, not what you think. :-) It's the time of year when new a CiviCRM version is behind the door, and it has cool new features. Code freeze is going to be introduced any day now - and we'll move on to quality assurance, alphas, betas and other equally exciting stuff.

Let me briefly introduce you to two new 2.2 features: one of them already mentioned here and there - Personal Contribution Pages (PCP), and a "last minute" addition - Soft Credits.

To present one of the aspects of usefulness of PCP, let me tell you about my approach to personal involvement with social campaigns... There are some that I personally would like to get involved with a bit more than just donating money. I would like these campaigns to grow, get the largest outreach possible and I'm even willing to put some personal time into it. However, I usually do not have enough of it to volunteer. CiviCRM's new Personal Contribution Pages (PCP) feature can be helpful in...

Read more
30 November, 2008
The Nonprofit Technology Network (NTEN) published the results of it's first-ever Donor Management Software (DMS) Satisfaction Survey last week. Nearly 1,000 people participated in the survey - whose goal was to help nonprofits "find the DMS that is best for your organization". Regulars readers of this blog will recall that we were quite disappointed when the survey was announced - due to the fact that CiviCRM was NOT INCLUDED In the list of Donor Management Software solutions in the survey. The good news is that folks in our community stepped up nicely. Despite being a "write-in candidate" CiviCRM got the fourth highest number of respondents to the question "Please select the product that you consider your PRIMARY donor management system." More importantly, users gave CiviCRM very positive grades across the board:
  • 97.4% Would...
Read more