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I have a client with a new In-Kind Payment Instrument and we want it to to go to their In-Kin Financial Account. This is not one of the options how/can we do this?

Thanks!

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  • It would be helpful if you could let us know which version of CiviCRM you are using. There have been some big changes in recent versions.
    – William Mortada
    Dec 22, 2015 at 17:37
  • I am on the newest release of 4.6
    – Josh
    Dec 22, 2015 at 20:07

2 Answers 2

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Go to Administer->CiviContribute->Financial Accounts and click on Add Financial Account. You will also need to go to Administer->CiviContribute->Financial Types and set up an In-Kind Financial type to use with your Financial Account.

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If I understand you correctly you are looking to set up a new financial type and accounting code.

If so, I suggest that you read this chapter of the book: Contributions - Set up

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  • I am trying to use a specific account that I created for a financial instrument. Right now there is a very limited drop down.
    – Josh
    Dec 22, 2015 at 20:07
  • @Josh I'm not clear what you mean. Could you please explain what you want to do in more detail?
    – William Mortada
    Dec 23, 2015 at 11:09
  • If you go to Admin -> CiviContribute -> Payment Instruments. You have a to select a financial account. I want to select a financial account others than those that are defined in the existing drop down list.
    – Josh
    Dec 26, 2015 at 4:46

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