Finance and Accounting

Reconciling money with CiviCRM

Published
2018-07-24 14:32
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If you are a medium or large organization and use a payment processor with CiviCRM, and especially if your reporting needs are complex (e.g. political parties that need to report income rather carefully), then you will have run into the challenge of reconciling payment processor income in CiviCRM against your bookkeeping system and/or your bank account. 

CiviCRM Pivot Report

Published
2018-02-09 09:56
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Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.

Someone Else Pays

Published
2018-01-29 05:01
Written by

We are thinking about creating a native CiviCRM extension Someone Else Pays.

Smartdebit for CiviCRM 4.7 (Direct Debit Payments)

Published
2017-08-01 01:53
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I'm please to announce the release of a new Smart Debit extension for CiviCRM 4.7.

The new extension is based on the vedaconsulting (https://vedaconsulting.co.uk) extensions for previous releases of CiviCRM but is rewritten and includes a number of new features and enhancements.  Development and Testing has been funded by Circle Interactive (https://circle-interactive.co.uk) and implemented by MJW Consulting (https://www.mjwconsult.co.uk).

JMA Consulting Welcomes Jon Goldberg

Published
2017-01-09 12:20
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JMA Consulting is pleased to welcome Jon Goldberg as our new Director of Operations effective today.

After a brief stint as a political organizer, Jon spent 13 years working in various capacities at a non-profit legal organization, primarily in IT.  In 2010 he co-founded Palante Technology Cooperative and started their CiviCRM department, where he worked for 7 years.  Outside of work, Jon can be found engaging in queer community organizing, (dis-)assembling electronics, and training parrots.

To Have or Not To Have Financial Transactions

Published
2016-12-14 04:45
Written by

This little story about financial transactions has a couple of objectives:
1. share what we want to do for the benefit of each and everyone
2. find out if there are more organisations out there that would be interested
3. even better, organisations out there that want to co-fund and influence!

If you are interested and want to co-contribute, drop either Björn (endres@systopia.de) or me (erik.hommel@civicoop.org) a mail!

Hiding sensitive contributions from some staff

Published
2016-11-08 11:59
Written by

Some contributions to your organization might be sensitive if widely known. For example, a planned bequest might need to be kept quite confidential since the donor wants to keep its existence private from other possible inheritors or to remain anonymous about their large donation. Or you might want to restrict viewing of membership contributions to the Membership staff, and events registration contributions to your Events organizer.