Finance and Accounting

Price Sets

Gepubliceerd
2012-01-18 12:26
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Notice to non-developers: This post is about how some functionality in 4.2 will be implemented in code and in the database, with very minor changes to anything visible through a browser. If you're not a developer, it probably won't interest you.

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CiviCRM Direct Debit Integration (UK)

Gepubliceerd
2011-12-07 09:38
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Direct Debit, is easy, convenient and safe. It is the UK’s favourite way to make payments automatically, and there has been a Make It Happen for Direct Debit Integration.

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UK Direct Debit Integration

Gepubliceerd
2011-07-01 10:19
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We've just started a make it happen for UK direct debit integration - something that lots of UK non profits have been asking for and we are happy to provide :)

The fabulous Eileen will be carrying out the work and we are aiming to raise the total amount needed by August 15 in time for her trip to the UK so we can spend some time kick starting it all.

So if direct debit is important to you or your clients, please step up and help us reach the goal amount.

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MIH: Free recurring contribution processing with Google Checkout

Gepubliceerd
2011-04-05 10:06
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As part of the Google Grants program for non-profits, Google offers their Google Checkout service to qualifying non-profits at no-charge with no processing fees. Depending on the fees you would pay with a competing processor this represents an instant 3% jump in your organization's fundraising efforts just by using Google Checkout.

 

The only limitation has been recurring donations. To address this Google launched Google Subscriptions and now we need to get support into CiviCRM so we can enjoy a single free processing fee payment gateway.

 

A new Make it Happen iniative was launched to get this going in 4.1 or even 3.4 if we meet the campaign goal soon! A donation to this iniative will easily pay itself back by the savings in processing fees. This initiative is already 70% there with donations from Powered by Action and the International Mountain Bicycling Association (IMBA):

 

    http://civicrm.org/mih#google

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Join the team for CiviAccounts

Gepubliceerd
2010-11-04 20:14
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There have been a number of blog posts discussing the needs for improved accounting features in CiviCRM. The results and current specification is at the wiki at: http://wiki.civicrm.org/confluence/display/CRM/Finance+and+Accounting

 

Its time to help to make-it-happen for CiviAccounts once the specifications on the wiki are streamlined and prioritized.   Dave has requested that all interested parties join this new CiviAccounts team.

 

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Make Gift Aid happen

Gepubliceerd
2010-10-03 15:08
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Today at the Bristol Code sprint a few of us made a concerted effort on getting making Giftaid 'plug and play' for Civi.

Our starting point is code written by Millertech and our aim is to get it into a state that we can package it as a Drupal module.  Once we've done that, we're hopeful that we'll be able to package it for Joomla also.

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CiviCRM / Xero (accounting package integration) - a bit of a look

Gepubliceerd
2010-01-04 23:24
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This is really a continuation of previous blogs on CiviCRM accounting integration. I now have some basic integration bewteen CiviCRM and Xero working and decided to do a screencast.

Screencasts are hardly my preferred medium - especially now that I've tried to make one but I thought it might be useful for people to see what a CiviCRM integration with the accounting package Xero would look like. The screencast doesn't show you any CiviCRM - just Xero and is more intended to give people an idea of what the day-to-day reality of it is.

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Extending the activity form and generating "form letters" via CiviReport

Gepubliceerd
2009-10-05 17:06
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The Physician Health Program of BC has a task that goes something like this: Their vendors, and even staff and board members, are not paid directly by them but by the provincial medical association (BCMA), so when invoices from vendors come in, they need to enter the information onto a special form and send that off to the BCMA for payment. Then they periodically send back a statement to reconcile against. Since all the vendors are contacts in CiviCRM already, it made sense to think about putting this in there too.

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CIviBudget

Gepubliceerd
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.

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CiviCRM and QuickBooks

Gepubliceerd
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:

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Invoices - quick review of what exists and thoughts on what's missing

Gepubliceerd
2009-08-14 11:03
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I've been offline for a week, so a bit of delay in continuing this discussion on Invoicing and Accounting Integration. I thought it would be helpful to jump in with a quick review / reminder of existing functionality and data structures and some thoughts about what's missing based on my understanding "so far".
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Invoices 3.0 & beyond

Gepubliceerd
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.

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Scoping out basic CiviAccounts/CiviBanking

Gepubliceerd
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:
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Is there a need for CiviAccounts?

Gepubliceerd
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.

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Scintillating thoughts about accounts - Part two

Gepubliceerd
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.

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Accounts and other boring stuff

Gepubliceerd
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.

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