09 January, 2017

JMA Consulting is pleased to welcome Jon Goldberg as our new Director of Operations effective today.

After a brief stint as a political organizer, Jon spent 13 years working in various capacities at a non-profit legal organization, primarily in IT.  In 2010 he co-founded Palante Technology Cooperative and started their CiviCRM department, where he worked for 7 years.  Outside of work, Jon can be found engaging in queer community organizing, (dis-)assembling electronics, and training parrots.

"I'm really excited to have Jon join us given his keen appreciation of how to help progressive organizations achieve their missions using CiviCRM. He's got a deep and wide knowledge of CiviCRM. I appreciate how he gives back to the community like through StackExchange, where he is the top ranked CiviCRM contributor," said Joe Murray, President of JMA Consulting and co-author of...

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14 December, 2016

This little story about financial transactions has a couple of objectives:
1. share what we want to do for the benefit of each and everyone
2. find out if there are more organisations out there that would be interested
3. even better, organisations out there that want to co-fund and influence!

If you are interested and want to co-contribute, drop either Björn (endres@systopia.de) or me (erik.hommel@civicoop.org) a mail!

At the moment CiviCRM allows for the linking of a financial account to the financial type as a basis for data exporting to whatever software you are using for accounting. You can also attach an asset type financial account to a payment instrument. When creating, updating, cancelling or refunding a contribution the financial 'traffic' between the configured financial accounts is nicely recorded in the financial transactions table. We...

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08 November, 2016

Some contributions to your organization might be sensitive if widely known. For example, a planned bequest might need to be kept quite confidential since the donor wants to keep its existence private from other possible inheritors or to remain anonymous about their large donation. Or you might want to restrict viewing of membership contributions to the Membership staff, and events registration contributions to your Events organizer.

The fewer people who have access to confidential information the better. Staff turnover in memberships, event organizing, or even volunteer access to some contribution information to help with receipts or fulfillment might endanger the needed confidentiality for sensitive bequests.

A little known feature was added to CiviCRM back in April to support hiding some contributions from some staff.

If you are a permissioned administrator you can navigate to Administer > CiviContribute > CiviContribute Component Settings, and enable ...

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04 April, 2016
By katetak

Peer-to-peer fundraising is a hot topic these days. With many different options in the marketplace, it can be hard to choose one that'll work with existing software and have all the features you need for a successful campaign.

University of Minnesota FoundationThe University of Minnesota Foundation (UMF) needed a robust, scalable crowdfunding platform to accommodate the diverse range of causes and interests of the more than 66,000 students on seven campuses. In addition to standard crowdfunding features, they wanted several customizations to boost the power of team and personal campaign pages, plus integration with their accounting software.

After UMF's...

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16 July, 2015

During the past year, I've been working with a number of medium and larger organizations using CiviCRM, and have found a few gaps in CiviCRM's CiviContribute functionality, particularly around the management of recurring donors, which are often a really important part of a larger organizations' donor base.

To this end, I'm happy to share a couple of extensions that I've been developing to fill these holes, detailed below.

Feedback and patches welcome, as usual. 

Also a side note -- if you're using our iATS Payments extension, we've just released a new 1.4.0 release, which is CiviCRM 4.6.x compatible.

1. CiviContribute Recur Extra

Until I put together an official release, use this page: https://github.com/adixon/ca.civicrm.contributionrecur which describes...

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02 June, 2015

I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.

Refunds and Partial Refunds:

Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.

Concerns:

  • How to represent an administrative fee for refund? Who will pay this, buyer or seller?
  • How to link the refund with the original contribution?
  • Which method to use for processing refunds?  Check, payment processor or both.

Partial Payments:

Partial payments on the other hand need to be done when someone pays a part of payment contribution in installments. This will be very useful for CiviCRM users...

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12 May, 2015
By mpeth

On last year's CiviCon in London we presented the first stable release of CiviSEPA 1.0 - a fully integrated solution for direct debit payments in the Single Euro Payments Area.

Since then, many organisations have processed millions of euros in donations, membership and participant fees without having to spend a single cent on payment processor or buero fees.

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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...

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28 January, 2015

I’ve been spending a lot of time the past few weeks working with alpha versions of our upcoming 4.6 release, and I’m excited to share some of the cool new features and improvements. This release includes contributions of vision and code from a wide variety of end-users and implementers. The fact that our entire community reaps the benefits reminds me once again of the awesome power of open source collaboration.

I know how easy it is to miss some new feature in a release that you or your client could really benefit from - so I’ll try to dig down a bit and cover some of the smaller improvements. But first, a shout out to the continuing momentum in improvements to the overall user experience through the addition of short-cuts, more inline editing capabilities, more usable widgets, increased consistency,  and overall responsiveness. As both an end-user and an active tester, I’m really enjoying these improvements and I hope you are too. Kudos to Coleman Watts for leading...

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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...

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