4
votes
Unable to add financial account
This was due to the exception thrown on an AJAX pop. A fix has been raised for it at https://github.com/civicrm/civicrm-core/pull/10651.
Hopefully it will be a part of 4.7.23 release.
- 6,936
4
votes
Adding columns to Accounting batch (iif & csv)
I am not if anyone has done this before but you can use combination of hook_civicrm_batchItems and hook_civicrm_batchQuery to add columns in csv files. I don't think there is any easy solution to add ...
- 30.8k
3
votes
Accepted
When to use CiviCampaign vs Financial Types/Accounts
A few points:
The system creates a financial account automatically when you create a financial account, so there's not much extra effort. You will want to edit the financial account to put in the ...
- 6,731
3
votes
Accepted
Is there a way to interface CiviCRM with QuickBooks Online?
Agileware has developed a CiviQuickbooks extension - in this case "Quickbooks" means "Quickbooks online".
- 38.6k
3
votes
Which accounting software is compatible?
There is a batch export in csv that works for many packages, a .iif that works for QuickBooks desktop, an extension that integrates with QuickBooks online Australia, and an extension that supports ...
- 6,731
3
votes
Accepted
Report for Unbatched Contributions
I found the solution by changing two lines of PHP for the Contribution Detail report (CRM\Report\Form\Contribute\Detail.php) and putting it in our Custom PHP directory.
The filters section for the ...
- 4,994
3
votes
I hacked core and know I shouldn't (How do I use hook_civicrm_batchItems?)
You can create an extension that would export in your format. Here is an example of similar requirement.
https://github.com/JMAConsulting/biz.jmaconsulting.greatplains
You can use this extension to ...
- 30.8k
3
votes
How to recording financial classes in addition to financial types in a contribution?
You could add a custom field for the donors to effectively pick the campaigns they wish to donate to, then you could reallocate behind the scenes is one option.
Another is to use shop items, these ...
- 2,396
2
votes
How to recording financial classes in addition to financial types in a contribution?
Great use of campaigns. We've had similar situations and we've generally either written a custom search or a custom view(if you're using Drupal). I don't believe there is any built in functionality. ...
2
votes
Accepted
How to alter the InvoiceID/ContributionID count
You want to change the auto-increment number:
ALTER TABLE civicrm_contribution AUTO_INCREMENT = 4356;
Note that this is very dangerous if you set the number backward rather than forward.
- 38.6k
2
votes
Connecting Civicrm to Quickbooks classes / subclasses
We use Civi & QuickBooks. Our QBs is only used for accounting. If we need to see donation details, we look in Civi. We do not record contribution detail in Quickbooks. We do not see a need to have ...
- 2,388
2
votes
Sanity check for adding customer (sales) data to database with donations data
Thought of a few more important things:
I would map the BigCartel transaction ID to invoice ID and the payment processor transaction ID to the transaction ID field in Civi - this will preserve ...
- 2,059
2
votes
Accepted
Sanity check for adding customer (sales) data to database with donations data
@DanielJames
Thanks for your clarification. Since you will be importing historical data and using an IPN to capture future sales information, I don't think you need to use price sets at all.
...
- 2,059
2
votes
How to prevent selecting the wrong file format?
[Old question, but may still be relevant]
A quick but hacky option would be to comment out the IIF line in $optionTypes in CRM_Financial_Form_Export::buildQuickForm()
A better option would be create ...
- 12.9k
2
votes
Comptability support
Trying to provide some answers:
Depends on what you mean by support for accounting, can you define that in a little more detail? CiviCRM can store contributions, event fees and membership fees and ...
- 11.8k
2
votes
What does the option "Always post to Accounts Receivable" in CiviContribute do?
There is probably a bug in storing the settings for this option, which prevents it from having any effect. See also here.
- 509
2
votes
Accepted
How to recording financial classes in addition to financial types in a contribution?
The big thing you need is a way to associate line items with campaigns. This would be fairly simple to do with an additional table in an extension. Then, so long as campaigns were appropriately named, ...
- 6,731
2
votes
Three self-canceling financial transactions for a single recurring contribution?
Likely due to this issue.
Looks like there is a PR to correct this with a milestone of 5.4.0, so I guess this problem persists in the current 5.2.1 release.
- 739
2
votes
Which accounting software is compatible?
We have built an integration package with Xero which is available and explained here. Xero is available in Australia.
The integration means that both Contacts and Transactions can be pushed or pulled ...
- 28.1k
2
votes
How to ensure end-of-period donations are recorded in the correct fiscal year?
Date Received as in date on the cheque (i.e. the date that someone started giving you the funds) works just fine.
All our larger organizations/clients do just that. I would recommend against making ...
- 15.1k
2
votes
Accepted
How to ensure end-of-period donations are recorded in the correct fiscal year?
CiviCRM 4.7 have accrual integration where you can specify Revenue recognition for a contribution. You can enable the 'Enable Deferred Revenue' setting by navigating to CiviCRM >> Administer >> ...
- 30.8k
2
votes
Can we disable the "Record payment" button on contributions?
Once can find payments for contribution by clicking on Amount from Contribution result. The section which appears after clicking on amount shows all the payments against the contribution.
I believe ...
- 30.8k
2
votes
When did IIF amount formats change and how can I get it back to old format?
There's been some changes to support php 7.4 which doesn't have money_format() and also some work towards locales. Most likely that's the cause. I'd open a lab ticket.
I'd guess this line needs to be ...
- 21.7k
1
vote
How to set up Accruals Accounting/Deferred Revenue?
There is probably a bug in storing the settings for this option, which prevents it from having any effect. See also here.
- 509
1
vote
Trouble authorizing agileware.civiquickbooks
I see Steve did open an issue on their github at https://github.com/agileware/au.com.agileware.civiquickbooks/issues/3 which is now set as Closed with the response from the developers
(AgileWare) ...
- 28.1k
1
vote
Is there a way to interface CiviCRM with QuickBooks Online?
JMA Consulting is interested in providing an extension which would implement this service. I will contact you directly about this so we can work up a spec and scope the work on http://wiki.civicrm.org....
- 6,731
1
vote
Connecting Civicrm to Quickbooks classes / subclasses
I think I have a method that solves 90% of what you're trying to accomplish.
Firstly though, I think the reason that some nonprofits want to have the full information in quickbooks is (1) so they can ...
- 131
1
vote
I hacked core and know I shouldn't (How do I use hook_civicrm_batchItems?)
I have an example for you. First I override the core query with my own one in the batchQuery hook:
function xchangewinbooks_civicrm_batchQuery(&$query) {
CRM_Xchangewinbooks_Export::batchQuery($...
- 11.8k
1
vote
Payment Instruments Financial Accounts
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 ...
- 1,411
1
vote
How can I change what data gets exported using the Accounting Batches feature?
You can alter your accounting batches with hook_civicrm_batchItems and hook_civicrm_batchQuery.
- 38.6k
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