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6

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 Financial Transaction table is the base table for financial transactions created by CiviCRM every time there is any add, update, cancel, refund, pay grant or ...


4

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.


4

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 are aggregated over the number of financial transactions associated with the contribution, b/c the field ‘Credit Card Type’ lives in the Financial Tables. So ...


3

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.


3

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 QuickBooks chart of account information. The general advice regarding Chart of Accounts (in QuickBooks or similar software - it's actually an accounting best ...


3

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 applying the patch from here? If the patch works without any error than please comment on the PR as it would help for PR to get merge quickly into core. HTH ...


3

'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 case you have to have the 'CiviContribute: access CiviContribute' permission to be able to update. Groups and tags can be protected in a similar way.


3

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 Enabled and Tax Rate > 0. Link Financial Account with Financial Type using 'Sales tax Account is'. Use financial type configured for tax at #3 for event, price set,...


3

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 file and do the required changes - In most case sage file will need only minimum fields like which can do by altering the SQL Type - Account Ref - Nominal - ...


2

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://partners.sagenorthamerica.com/irj/go/km/docs/sageKM/Simply%20Accounting%20by%20Sage/Assets/dev-import.pdf Once you get one working by manually inserting tags and ...


2

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 Administer -> CiviEvent -> New Priceset and set the financial type to the one that has a sales tax. Use this priceset on the Event Page.


2

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.


2

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 based on the contribution status Line item Line item are used for invoice purpose which holds contribution break down (amount and tax amount) They are static ...


1

There is probably a bug in storing the settings for this option, which prevents it from having any effect. See also here.


1

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...


1

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


1

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 'Assign Accounts' to your Financial Type, creating the link between the two. You can read more about how to do that here. To link a new contribution to the ...


1

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, which will then provide the link to the Financial Account.


1

In this case you'd normally add various activity types to that case. I.e. create an activity type Expenses Claim and add that.


1

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 configured with a Priceset that sells that Membership at that Province's General Sales Tax. Edit: this is the only sustainable way to do this right now (see comment ...


1

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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