Financial Summaries

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. 

Maintainers
Extension Type
Development Status
Stable
Installable through CiviCRM's user interface?
No
Current Usage
16