9
votes
What is a line item? And what is a financial item and how are those two linked together?
The Line Item table is oriented towards the current state of an order's line item. The Financial Item table is oriented towards keeping track of the history of the financial aspects of line items. The ...
- 6,731
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
Why is my Contribution Detail Report (native CiviCRM Core report) not accurate?
Ok figured it out: the report is fine if I remove the column ‘Credit Card Type’. Then I see $100 in the report!
So if you select column ‘Credit Card Type’ a non-credit card contribution like this chq ...
- 15.1k
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
Financial Account cannot be change to non deductible
This is a core bug and have reported issue at https://lab.civicrm.org/dev/financial/issues/28 and also submitted fix at https://github.com/civicrm/civicrm-core/pull/12500
Can you please try after ...
- 30.8k
3
votes
Why is my Contribution Detail Report (native CiviCRM Core report) not accurate?
There is a known bug (https://lab.civicrm.org/dev/core/issues/655) in the Contribution Detail report right now that will multiply gifts by the number of soft credits.
- 363
3
votes
Accepted
What is a line item? And what is a financial item and how are those two linked together?
The solution to my question is to use the Order API. The order API does create a contribution, line items and the underlyning financial items etc...
- 3,645
3
votes
Accepted
What does "Reserved" indicate on Financial Types/Accounts?
'Reserved' on items like this in Civi indicates that it's something that you don't want to be updated or deleted, as it's an important item. So non-admin people can't update or delete it - in this ...
- 4,720
3
votes
Show VAT on event registration page
To enable Sales tax for an Event.
Enable Enable Tax and Invoicing setting in Administer >> CiviContribute >> CiviContribute Component Settings
Create a Financial Account of type Liability, Is Tax ...
- 30.8k
3
votes
Accepted
Can you import financial data into Sage accounts?
Yes we can import data directly to sage but using custom format
I did take a copy of CSV.php file and created a custom_export.php and then did the changes
But you can also directly change CSV.php ...
2
votes
Can you import financial data into Sage accounts?
Looks like you'd export from CiviCRM into CSV and then wrap your data in <tags> like e.g. <SalInvoice> and </SalInvoice>. Also needs to add a line of vendor info, see:
https://...
- 15.1k
2
votes
Show VAT on event registration page
Look for the priceset that is being included in this event. This priceset should have the tax enabled financial type selected in settings.
If you haven't created a priceset - create one from ...
- 6,936
2
votes
What is a line item? And what is a financial item and how are those two linked together?
Let me try to explain: Line item, Financial item
First of all both line item and financial item are created based on contribution
Line item are created only once and financial items are created ...
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
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
1
vote
Accepted
Wrong tax calculation on donation pages
This is core a bug and could replicate on https://dmaster.demo.civicrm.org/
Have submitted a fix for this, can you try the patch and post your comment on the PR to speedup the merge process?
- 30.8k
1
vote
Is there a hook for writing a record to an export batch?
Yes, its possible to alter the content of exported files. Either you can create your separate export type or can use combination of hook_civicrm_batchItems and hook_civicrm_batchQuery
- 30.8k
1
vote
Foreign key violation on creating new Financial Type
Looks like the Default organization contact is missing in your database. Try to resave the contact by navigating to CiviCRM >> Administrator >> Communications >> Organization Address and Contact Info
- 30.8k
1
vote
Accepted
Adding a Financial Account to a Contribution
Yes, you should create Financial Types, and link them to the relevant Financial Accounts. Once you've created your new Financial Type, find it in the list and click on Accounts. This is where you will ...
- 96
1
vote
Adding a Financial Account to a Contribution
As far as I know:
You do need to link the Financial Accounts to the Financial Type, and create more financial types if you need them. When you enter a contribution you can select the financial type, ...
- 11.8k
1
vote
Link CiviCase with CiviAccounts
In this case you'd normally add various activity types to that case. I.e. create an activity type Expenses Claim and add that.
- 2,343
1
vote
conditional tax in financial payment page for membership
The easy - non-code - way to handle this is to create a Drupal node (page) with a select Province - and then based on Province selected popup a button with a link to a Contribution page that is ...
- 15.1k
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
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