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 ...
Joe Murray's user avatar
  • 6,741
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.
jitendra - fuzion's user avatar
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 ...
KarinG - Semper IT's user avatar
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.
guyiac's user avatar
  • 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...
Jaap Jansma - CiviCooP's user avatar
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 ...
Ramesh - ARTECH Consultancy's user avatar
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 ...
Pradeep Nayak's user avatar
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 ...
Joe Murray's user avatar
  • 6,741
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 ...
Pradeep Nayak's user avatar
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.
Joachim's user avatar
  • 509
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.
BobS's user avatar
  • 739
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 ...
jitendra - fuzion's user avatar
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://...
KarinG - Semper IT's user avatar
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 ...
Ramesh - ARTECH Consultancy's user avatar
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?
Pradeep Nayak's user avatar
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
Pradeep Nayak's user avatar
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
Pradeep Nayak's user avatar
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.
JohnFF's user avatar
  • 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 ...
KarinG - Semper IT's user avatar
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 ...
frTommy's user avatar
  • 1,411

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