Finance and Accounting

Bigger Organizations Managing Payments

Published
2015-07-16 08:48
Written by

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. 

CiviCRM Refunds, Partial Refunds and Partial Payments

Published
2015-06-02 00:57
Written by

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:

CiviSEPA - Direct Debit for Everyone!

Published
2015-05-12 00:21
Written by

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.

CiviCRM for Constituent Management and Odoo for accounting

Published
2015-02-09 06:08
Written by

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.

Looking forward to 4.6!

Published
2015-01-28 14:18
Written by

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.

CiviAccounts Survey and Roadmap

Published
2015-01-16 14:07
Written by

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)  

Creating an Accounting Batch export format for AccountEdge

Published
2014-12-06 05:10
Written by

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.

CiviCRM 4.6 will support Sales Tax (VAT) and Invoicing

Published
2014-10-17 14:33
Written by

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.

Free Direct Debit for Europe!

Published
2014-09-09 03:22
Written by

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.