Finance and Accounting

CIviBudget

Published
2009-09-19 01:51
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A while back I wrote a forum post on how CiviGrant could be usefully extended to fulfill a wider function. I have just received a message from someone (datakid) who is prepared to put some time into extending it for his purposes which are explained here so I thought it might be worth soliciting people's thoughts and ideas.

CiviCRM and QuickBooks

Published
2009-08-20 09:43
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About 8 weeks ago we began looking into a CiviCRM / QuickBooks integration framework. Our goal is to write a module that allows CiviCRM contributions and contact information to be written to QuickBooks. Our target version is QuickBooks 2009 Premier Non-Profit edition, since that's what we use.

At the very least, the module should be able to:

Invoices 3.0 & beyond

Published
2009-08-10 01:41
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I wasn't really sure when I wrote my first blog on accounts and CiviCRM whether it was a topic that would draw much interest but in fact I got a lot of really thoughtful comments and something of a blogathon took place. I have some ambition to write another piece summing up what I think has come out of the discussion - but in the meantime I want to pick up now on something Dave & I have talked about a little bit on the forums: invoice numbers.

Scoping out basic CiviAccounts/CiviBanking

Published
2009-08-05 04:52
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This post started out as a reply to Eileen's "Banking Screen?" comment on my previous post on this topic, but by the time I was done, I thought that this warranted its own post. I think that the core "Accounts" or "Banking" functionality that could be helpful to Civi users without getting too out of control, is:

Is there a need for CiviAccounts?

Published
2009-08-04 06:21
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We are finding that CiviCRM/accounts issues are becoming increasingly important for our clients, and Eileen's recent blogs and the discussion they are generating are a fantastic step towards helping find the best way for Civi to deal with financial transactions.

For example, I think it could be useful for Civi to ultimately develop functionality for maintaining simple bank accounts within CiviCRM, so that small organisations can maintain basic accounts without the headaches of integration with an external package.

Scintillating thoughts about accounts - Part two

Published
2009-08-03 01:35
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This is my second blog on the topic of integrating with CiviCRM with an accounting system. Those of you who haven't just run screaming from the room or suddenly discovered an urgent need to polish the inside of your car exhaust, re-organise your tupperware or push needles into your eyes ... read on.

Accounts and other boring stuff

Published
2009-08-01 02:44
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One of the areas that occasionally hits the forums is whether CiviCRM integrates with accounting systems. I've been giving a little thought to accounts integration lately and have now spent a bit of time poking around the Xero API and thinking about what I would do if I were to spent time trying to get CiviCRM talking to Xero. The content of this blog is mostly non-technical so if you can safely ignore the stuff about APIs if it doesn't mean anything to you.