If you're a small organization with minimal or straightforward income from CiviCRM, you probably are happy with using CiviCRM income reporting for the purpose it was originally designed, i.e. for helping you engage with your constituents.
But if you are larger, use a payment processor, and your reporting needs are more complex (e.g. a political party that needs to report income rather carefully), then you will have run into the challenge of reconciling payment processor income in CiviCRM against your bookkeeping system and bank account. This is especially true if you are using a payment processor that deposits money into your bank account somewhat erratically in batches. In that case, matching up which of your contribution payments in CiviCRM are being deposited into your bank account, and when, becomes very laborious.
We've had a couple of organizations looking for help with this, so the latest iATS Payments Extension comes with a new report to partially help with...Read more
Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.
However, if you are report geeks like us, you might sometimes find that the existing templates don’t quite give you the flexibility you need. There is the excellent extended reports extension which you should definitely check out here; but if you are trying to do something a bit more complex; or looking for a graphical output then your may still be exporting your data into Excel or Google sheets to do more analysis…
The CiviCRM Pivot Report extension intends to change all...Read more
We are thinking about creating a native CiviCRM extension Someone Else Pays.
In CiviCRM you could use the soft credits (with a new soft credit type) to register another contact pay for an event registration, a membership and in theory any contribution. Our customer Domus Medica is using that at the moment. We encounter some issues though. Some of the issues are possibly bugs but some are also because we think soft credits is originally not meant to cater for this. It was meant to cater for soft credits. So we prefer to create an extension rather than fix a few issues in a hackish way and then finding out we have some more.
At this point in time our thinking would be to:
- generate a new table (sep_contribution_payer) where the contribution_id and the paying contact_id are stored if there is a different payer
- add a new collapse window on the contribution forms (also membership and...
I'm please to announce the release of a new Smart Debit extension for CiviCRM 4.7.
The new extension is based on the vedaconsulting (https://vedaconsulting.co.uk) extensions for previous releases of CiviCRM but is rewritten and includes a number of new features and enhancements. Development and Testing has been funded by Circle Interactive (https://circle-interactive.co.uk) and implemented by MJW Consulting (https://www.mjwconsult.co.uk).
The new extension includes the following features and enhancements:
- Integrated reconciliation functionality - useful when smart debit and civicrm are not in sync (for example, you've been using smart debit before you integrated it with CiviCRM).
- Easy to use settings page with context help.
- Automated daily synchronisation with smartdebit for all...
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...Read more
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!
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 are not sure...Read more
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 ...Read more
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.
The 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 crowdfunding...Read more
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.
Until I put together an official release, use this page: https://github.com/adixon/ca.civicrm.contributionrecur which...Read more
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.
- 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 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 for...Read more