Financial Summaries

Development Status
Active Installs

Last updated: 2018-11-24

Works with CiviCRM 5.3 or higher.

Includes a number of custom searches that help give an overview of financial information. 
Useful for financial and bookkeeping staff of an organization.
Custom searches include:
  • Engagement Summary
  • Contact Financial Summary
  • Contact Financial Exclusion Summary
  • Contribtions with Pricesets
  • Financial Aging

This extension also adds an extra "Financial Summary" tab onto every Contact record. This shows the overall current balance, as well as supporting details.