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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06 December, 2014

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"

1a) I edited the file: civicrm/CRM/Financial/Form/Export.php
 option choices need to be updated in 2 places: in "buildQuickForm" and "preprocess" functions
1b) I edited the file: civicrm/templates/CRM/Financial/Form/Search.tpl
  option choices need to be updated in function "editRecords"
 
 ...
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17 October, 2014

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.

Key Features

  • 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,...
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09 September, 2014
By BjoernE

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.

Project60 started out more than a 18 months ago to seize this opportunity and (among other things) develop CiviSEPA - the SEPA direct debit integration into...

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08 September, 2014

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...

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11 December, 2013
At Green Renters we have tried to incorporate as much of what we do into CiviCRM as possible, we figured that there was no point having a central repository of how everyone engages with our organisation if the information wasn't complete, so we sought to consolidate as much of what we do into CiviCRM as possible. This is a post explaining how we incorporated and integrated project management and accounting into our CiviCRM.
 
Caveats
We are a small and simple organisation, so have simple requirements for accounting, project management etc… So the data objects present in CiviCRM for undertaking these tasks work for us. If you have more complex requirements, then they probably wont work for you.
 
There's a reasonable amount of Drupal integration here, these could be replaced with CiviCRM functionality such as reports, profiles etc if you wanted...
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12 July, 2013

I have previously blogged (http://civicrm.org/blogs/sarahgladstone/fun-and-joy-authorizenet-code-attached) and chatted about (http://forum.civicrm.org/index.php/topic,29234.0.html)  about the fun and joy related to supporting automated recurring transactions in a production environment, and started the process of restructuring that portion of the code.   I have made much more progress and have been using the code attached on production for about 2 weeks now.   I think this approach (which I have implemented for Authorize.net) makes a good model for any payment processor that offers automated recurring contributions.  You can download the code (works with version 4.3.4) HERE

My primary goals were as follows:

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02 May, 2013
By Parvez

With the introduction of CiviAccounts in CiviCRM 4.3 the ground work to allow CiviCRM to cater for Tax against contributions has been laid.

During the week-long sprint in northern California following CiviCon, we've been working through the design and amendments required to complete the implementation of Tax within CiviCRM.

The specification can be found on the wiki

In short we've tried to ensure basic but powerful tax rules are to be built into CiviCRM Core, with additional hooks for users who need to implment specific rules.

Core functionality will include

  • Different tax rules per financial type
  • Multiple Taxes being applied to a single transaction e.g. State Tax and City Tax
  • Ledger lines produced representing the break down in tax charged

So out of the box you'll be able to

  • Charge Tax(s) on...
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01 May, 2013
By xavier

SEPA stands for “Single Euro Payment Area”: Mix in a little bit of Standardisation, a pinch of Europe and a truck load of Bank processes; add a bit of XML, stir for decades and don't forget to pour in copious amounts of meetings full of white middle aged men all wearing grey suits. What you get is a scrumptious recipe guaranteed to insure that almost no one in the NGO community is going to be remotely involved or interested.

Until now that is. Because SEPA might be the solution you are looking for:

  • allows your members to automatically pay their fees on time

  • get more donors contributing small monthly amounts

  • makes it easy to let donors give an extra contribution when they like

  • makes it easier to raise money from supporters in other European countries (more than 30 countries use it)

All the while you are paying much lower fees to the credit card providers and spending less of your...

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14 September, 2012

If you are using Authorize.net as your payment processor (or your clients are) for either one-time payments or automated recurring payments, then my guess is that like me you probably dread the phone call from a bookkeeper such as

 

"I found some Authorize.net transactions that went through and the money is in the bank, BUT there is no record of the contribution in CiviCRM.  What happened?"

 

Researching these types of issues is very challenging because Authorize.net will never resend a Silent Post URL message, and the logging in CiviCRM about each message ( processed normally, or in error) is rather thin.     As a tool to help research these issues, Pogstone Inc. created an enhanced logging feature where every silent post URL message is immediatly logged to a database table and a text file, before the message is processed.    We also created a new custom search to query the new table.  You can download the files needed...

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