Civi Account Sync

Development Status
Active Installs

Last updated: 2019-12-01

Works with CiviCRM 5.20 or higher.

This extension supports CiviXero but has been written so that it could also support different accounting synchronisations in the hope it will encourage greater collaboration. It is a dependency of CiviXero

It provides

1) tables for storing event sync info - in particular civicrm_account_contact & civicrm_invoice_contact
2) apis for storing data in these tables
3) hooks civicrm_accountPullPreSave & civicrm_accountPushAlterMapped
4) api invoice.getderived. This turned out to be a fairly important api as the line items for a given
   contact id are not easily retrieved. If the contribution is for a participant_payment then the
   participant entity rather than the contribution entity links to the civicrm_line_item table. I may not
   have used the best process to build this 'invoice' entity but it's a much better starting place for accounts
   interaction. It also resolves all accounting codes with is relevant for accounts interaction
5) api to update civicrm contributions based on related invoice status
6) api for cancelling payments based on civicrm_account_invoice - ie taking those items where
the status in accounts is cancelled & not in CiviCRM. GOTCHA - cancelling an invoice via the API doesn't
cancel the event registraion - feature ? bug?