Finance and Accounting

IPN Notification URLs are hard; make them easy

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2020-07-28 08:10
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The CiviCRM Easy IPN URL extension is pretty simple. It just adds a new link in CiviCRM's Payment Processor listing that displays the proper notification URL, with a single click. This way you don’t have to piece together a URL on your own or instruct clients on how to formulate such a URL themselves.

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Stripe for Credit card payments

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2018-10-25 15:11
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If you've heard of stripe you'll know it's a great platform for accepting credit card payments.  If you haven't heard of it and are reading this then you should try it out: https://stripe.com

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Reconciling money with CiviCRM

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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. 

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CiviCRM Pivot Report

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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.

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Smartdebit for CiviCRM 4.7 (Direct Debit Payments)

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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).

The new extension includes the following features and enhancements:

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JMA Consulting Welcomes Jon Goldberg

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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.

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To Have or Not To Have Financial Transactions

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2016-12-14 04:45
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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!

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Hiding sensitive contributions from some staff

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2016-11-08 11:59
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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.

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Bigger Organizations Managing Payments

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2015-07-16 08:48
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During the past year, I've been working with a number of medium and larger organizations using CiviCRM, and have found a few gaps in CiviCRM's CiviContribute functionality, particularly around the management of recurring donors, which are often a really important part of a larger organizations' donor base.

To this end, I'm happy to share a couple of extensions that I've been developing to fill these holes, detailed below.

Feedback and patches welcome, as usual. 

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CiviCRM Refunds, Partial Refunds and Partial Payments

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2015-06-02 00:57
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Anonim (niezweryfikowany)

I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.

Refunds and Partial Refunds:

Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.

Concerns:

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CiviSEPA - Direct Debit for Everyone!

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2015-05-12 00:21
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On last year's CiviCon in London we presented the first stable release of CiviSEPA 1.0 - a fully integrated solution for direct debit payments in the Single Euro Payments Area.

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CiviCRM for Constituent Management and Odoo for accounting

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2015-02-09 06:08
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Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

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Looking forward to 4.6!

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2015-01-28 14:18
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I’ve been spending a lot of time the past few weeks working with alpha versions of our upcoming 4.6 release, and I’m excited to share some of the cool new features and improvements. This release includes contributions of vision and code from a wide variety of end-users and implementers. The fact that our entire community reaps the benefits reminds me once again of the awesome power of open source collaboration.

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CiviAccounts Survey and Roadmap

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2015-01-16 14:07
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Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things?  If so, your input is needed on CiviAccounts.  (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)  

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Creating an Accounting Batch export format for AccountEdge

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2014-12-06 05:10
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I recently had a requirement to allow for export of Accounting Batches to a format that AccountEdge can use. The good news was AccountEdge has many CSV import wizards for many different types of data. The bad news was the layout of the accounting batch export CSV file from CiviCRM did not match what AccountEdge expected.  So I set about creating a new export format for CiviCRM which is compatible with the "File ... Import Data ... General Journal Entries" wizard in AccountEdge.

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CiviCRM 4.6 will support Sales Tax (VAT) and Invoicing

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2014-10-17 14:33
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You know what they say… there are only two certainties in life - death and taxes. Well, we’ve been working to teach Civi to help make the latter a bit easier. We’re very pleased to announce that Web Access and core team have collaborated to ensure that CiviCRM 4.6 will fully support Sales Tax ( VAT). As of the conclusion of the Edale London sprint we’ve merged this functionality into the master branch.

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Free Direct Debit for Europe!

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2014-09-09 03:22
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Direct debit is vital for donations in continental Europe. It's widely available, reliable, and now it could be for free! SEPA -the "Single Euro Payments Area"- harmonized money transfers throughout the EURozone, allowing for easy direct debit payments between any of the 18 EUR countries.

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Coming soon... Sales tax (including VAT) and Invoicing for CiviCRM

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2014-09-08 06:52
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Pencil and squared paper at the ready CiviCRM is about to get a little more boring...

Yes thats right, over the past few months Compucorp have been working with Web Access, JMA consulting and the Core Team to beef up Civi's accounting integration by providing support for Sales Taxes for CiviCRM. But wait there's more...

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Using CiviCRM for project management and budgeting

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2013-12-11 14:46
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At Green Renters we have tried to incorporate as much of what we do into CiviCRM as possible, we figured that there was no point having a central repository of how everyone engages with our organisation if the information wasn't complete, so we sought to consolidate as much of what we do into CiviCRM as possible. This is a post explaining how we incorporated and integrated project management and accounting into our CiviCRM.
 
Caveats
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Rethinking automated recurring contributions (Code attached)

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2013-07-12 11:11
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I have previously blogged (http://civicrm.org/blogs/sarahgladstone/fun-and-joy-authorizenet-code-attached) and chatted about (http://forum.civicrm.org/index.php/topic,29234.0.html)  about the fun and joy related to supporting automated recurring transactions in a production environment, and started the process of restructuring that portion of the code.

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Charging Sales Tax / Value Added Tax (VAT) on contributions

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2013-05-02 16:19
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With the introduction of CiviAccounts in CiviCRM 4.3 the ground work to allow CiviCRM to cater for Tax against contributions has been laid.

During the week-long sprint in northern California following CiviCon, we've been working through the design and amendments required to complete the implementation of Tax within CiviCRM.

The specification can be found on the wiki

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SEPA & CiviCRM: Makes raising funds easy(ier) in Europe

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2013-05-01 11:07
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As most not-for-profit that wants to collect online donations or has a membership base, you probably have the opportunity to have more donors giving small amounts on a monthly basis, but you have not been able to explore it given the high fees on credit cards transactions. If your organisation is based in Europe, SEPA is offering you this option.

 

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Fun and joy with Authorize.net (code attached)

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2012-09-14 07:39
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If you are using Authorize.net as your payment processor (or your clients are) for either one-time payments or automated recurring payments, then my guess is that like me you probably dread the phone call from a bookkeeper such as

 

"I found some Authorize.net transactions that went through and the money is in the bank, BUT there is no record of the contribution in CiviCRM.  What happened?"

 

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Vanco payment processor for CiviCRM 3.3, 3.4 and 4.1

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2012-09-12 20:14
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Vanco Payment processor

 

BackOffice Thinking is pleased to release the Vanco payment processor to the CiviCRM community.  Today we are releasing versions for 3.4x and 4.1x and hope to have a 4.2x version shortly.

 

This processor allows single payment and recurring for credit cards and ACH (electronic check)

 

The Vanco payment processor is quite popular among religious organizations and we have been utilizing this processor for past 2 years with many of our clients.  Thanks for all the support from the Vanco team along way.

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Supporting tax rules worldwide

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2012-05-12 07:26
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I am starting a project that will allow CiviCRM to support the needs of an Australian non-profit. This non-profit is subject to the Australian Goods & Services Tax rules (GST) for some but not all transactions.

The GST requirements apply whenever the non-profit provides a tangible good or service in exchange for a payment. This is most common with their dinners, selling DVDs, and items from their gift shop. 

 I have written up the requirements and possible approaches on the CiviCRM wiki at:

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CiviCRM, Contributions, and year end tax Crunch

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2012-03-21 12:29
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My name is Mark, I run a small consulting Firm in Vancouver Canada. I have been working with CiviCRM since 2009 and have implemented customized solutions with it for 7+ clients. I have several clients who use CiviCRM and CiviContribute and at the end of each year there is always a moment where they mention their wish list to be able to generate a CRA [Canada Revenue Agency] compliant tax receipt for each of their Contributors. The benefit of CiviCRM is that it brings together all the appropriate information for a contact to be mailed/emailed and contributions for any given year.

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Recording multiple payments on one contribution, and dividing one payment among multiple contributions

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2012-03-12 07:37
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A member sends several separate payments to cover outstanding dues on a single purchase, like an expensive membership or a table at an event. How are you going to record this?

A conference participant selects “Pay Later” on several different event registrations, and later wants to pay them all in a single credit card transaction.  How are you going to support this?

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