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Questions tagged [financial-types]

The tag has no usage guidance.

2
votes
1answer
22 views

Foreign key violation on creating new Financial Type

I've got a 5.8.2 install on Drupal 7.61. When I try to add a new Financial Type, from /civicrm/admin/financial/financialType?reset=1, and click Add Financial Type button, after I enter the info and ...
2
votes
1answer
50 views

When to use CiviCampaign vs Financial Types/Accounts

I'm managing CiviCRM for an organization that has the following kinds of accounts in Quickbooks: General Fund: undesignated donations one account per staff member, for donations towards each staff ...
3
votes
1answer
24 views

How do I locate the Financial Type ID?

I am trying to import hundreds of contribution records and it is requiring I include the Financial Type ID when importing. Simply having the word Donation is not enough! When I visit Administer - ...
0
votes
1answer
36 views

Permissions in CiviCRM

I would like to know if we can set permissions to user accounts where for example a user can access the donations module but not see all the records in a particular category such as donations made ...
1
vote
1answer
12 views

Contribution Reports and disabled Financial Types

What is the expected behaviour for Contribution Reports in regard to disabled Financial Types (for example, a Financial Type that was used some years ago but is not used for current contributions)? ...
4
votes
1answer
38 views

Can I track grants against contributions?

Is there a way with CiviGrant to match money received as Contributions with money disbursed? E.g. if I receive a donation for $100K for a scholarship fund, and I give out 3 scholarships of $20K each,...
4
votes
1answer
56 views

Why can't I see different financial types in contribution reports

With our contributions, one payment may contain 3 financial types ... e.g. an event fee, membership fee and donation. I have created "Price Sets" (of one Financial Type), which then contain 3 ...
1
vote
1answer
34 views

Can a Custom Field be added to a Contribution Page or Financial Type?

I have created a Set of Custom Fields called "Tracking" to be used with -any- Contributions. The set includes Custom Fields called "Category" and "Job". I would like to assign specific Category and ...
3
votes
1answer
60 views

How can we access only one of multiple financial types in a single contribution?

For some of our contributions, we have two different financial types, and that money needs to be treated differently. For instance, donors can make a donation and choose to add 3% to cover the ...
0
votes
2answers
116 views

Unable to add financial account

I have run into an issue and I'm not sure if it's a bug or if i'm not understanding how Civi is using the Financial Accounts. I have created a new account relationship called "Fund" in the option ...
1
vote
1answer
48 views

How do I add Financial Type

I am setting up a new Price Field for a Webform I am creating and none of the Finincial Types in the drop down menu suit the Contribution so I need to create a new Financial Type. I cannot work out ...
0
votes
1answer
27 views

Can I change a contribution's values for Financial Type and Campaign directly in SQL without danger?

When using "Import Contributions > Update Existing Contributions" I can import a Financial Type using the full name of an existing (and active) Financial Type. However, if I try to use the full name ...
0
votes
1answer
50 views

Financial types in contribution is always default and not taken from contribution page

I have contribution pages for different membership classes. Each page has a different Financial Type so that the transactions can be exported and the accounts differ for each membership type. However ...
1
vote
2answers
60 views

How to get name of Financial Type ID?

I am adding some custom code to the Bookkeeping Report so that each Financial Type's sub total is added to the bottom in the statistics. I have successfully done so, but I can't figure out how to list ...
2
votes
1answer
31 views

Price Set won't let me turn off auto-pay on contributions

I'm using Drupal 7.43 and CiviCRM 4.7.4., I'm trying to set up a contribution page that will let users pay a one time initiation fee, and then pay their first month dues, with the option to auto-renew ...
0
votes
1answer
39 views

Why is a contribution given a financial type different from that allocated to the contribution page used?

I have a contribution page, utilising Paypal standard, set up to handle a membership renewal. The page has a 'renewal' financial type set for it. However, if I initiate a contribution using this page, ...
1
vote
0answers
22 views

Bookkeeping report doesn't record check number for financial account/type

Every day we have to print off a report on the checks (their check numbers, name of payee, etc) we have received and their respective financial account credit codes. However, the bookkeeping report ...
2
votes
1answer
38 views

What does “Reserved” indicate on Financial Types/Accounts?

I see we can set a Financial Type as "Reserved" with a checkbox. What does that do, and does it set that flag automatically on the associated accounts?
1
vote
2answers
46 views

Adding a Financial Account to a Contribution

I've imported a bunch of Financial Accounts using the CSV importer. There are no associated Financial Types created (should there be?) so I am not sure how to link a new Contribution to the relevant ...
4
votes
3answers
128 views

How to recording financial classes in addition to financial types in a contribution?

We have been using CiviCRM's 'Campaign' functionality as a way of assigning additional information to contributions. It's how we have made CiviCRM more compatible with our Quickbooks, which makes ...
5
votes
1answer
137 views

Allowing multiple fianancial types for same price set single contribution page

Price sets and Contribution pages allow for donations to a "Financial Type" (and corresponding Financial Account) This is great for managing different types of donations. It is possible to ...
4
votes
1answer
39 views

Can I use different financial types for membership registrations and renewals without losing functionality?

This page http://book.civicrm.org/user/current/contributions/setup/ mentions Be careful when editing core Financial Types or adding new types, because CiviCRM has useful built-in functionality ...
5
votes
1answer
182 views

Multiple Financial Types on one payment form?

Is there a way to specify multiple financial types on one contribution or registration form? For example, what would be the best way to set up a page that allowed a gala ticket purchase and also ...