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
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.... Read more
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
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 the...Read more
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
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"
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.
- 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,...
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.Read more
Pencil and squared paper at the ready CiviCRM is about to get a little more boring...
Yes thats right, over the past few months Compucorp have been working with Web Access, JMA consulting and the Core Team to beef up Civi's accounting integration by providing support for Sales Taxes for CiviCRM. But wait there's more...
Now with full support for Sales taxes it made sense to go the whole hog and produce legally valid invoices and tax receipts. That means, Civi now understands more accounting concepts and can provide better support for organisations with more complex Accounting, Sales Tax and Invoicing needs. No more tracking invoices over in your accounting system and then manually updating your CRM, now all of this is integrated into one neat Civi shaped package simplifying (or removing the need for) costly accounting integrations or manual data imports.
Of course you can optionally turn all this off and keep using Civi and your existing...Read more