7

You're looking for some advanced reporting: install this extension: fuzion extended reports -> and then look for report template: Extended Report - Price Set Line Items.


6

If you use price sets then each field, or each option on multiple option fields, can have its own financial type. Currently, event price sets support contributions (FWIW, membership price sets also support contributions, but it's not yet possible to have memberships and event tickets in the same price set). The trouble you are having is the simplified price ...


4

As a member of the CiviCRM documentation team I will follow up on that quote, as I am not sure what it means myself. It may be left over from earlier times and no-one has been brave enough to modify or delete it. From experience I can tell you that you can create the new financial types for income that you need. My organisation also uses different ...


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

There is no such report provided by CiviCRM by default. But there is an extension called 'Extended Report' which provides report with additional columns and filters. The report 'Extended Report - Contributions with Price Set data' or 'Extended Report - Price Set Line Items' from the extension may be the one you looking for. Cheers Pradeep


4

When importing contributions, you must specify the Financial Type in the form of the Financial Type ID. Unfortunately going to Administer - CiviContribute - Financial Types does not display the Financial Type ID. You must get the Financial Type ID from the API Explorer Go to Support - Developer - then one of the following: API Explorer V3 Entity: ...


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

To create a new financial type navigate to Administer > CiviContribute > Financial Types, and click on Add Financial Type. See the manual for more details: Key concepts and configuration


3

CiviGrant is not sync'd with CiviContribute in current CiviCRM version. You will need to build an entity that will link CiviGrant with CiviContribute or use Financial Accounts(linked with Financial type). This look like nice feature. I am happy to build an extension for this if you willing to sponsor.


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

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 could result in separate contributions being created in CiviCRM for each item. Either approach would need a bit more then just config so to speak.


2

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. It would be great to write a custom search and make it available in GitHub if you can make it generic enough.


2

There is a FinancialType API which returns the name with the ID, for example: $financialTypeName = civicrm_api3('FinancialType', 'Getvalue', array('id' => $financialTypeId, 'return' => 'name'));


2

I am answering the question posed in the title, not dealing with the problem of debugging the Paypal problem. When you define a membership type you specify a financial type. That become the defualt financial type for that membership type. Unless you use price sets, the "default financial type for that membership type" will be recorded against the ...


2

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, the extension could provide a drop-down on each line in a price set allowing the donor to specify the campaign. I'd suggest we also add a new field for ...


2

Under Administer > Custom Data and Screens, Create your Custom Fields Under Administer > Profiles, Create a Profile that has your Custom Fields in it. Under Conrtibutions > Manage Contribution Pages, select the Page you want it to appear on. Under the Include Profiles tab, add that Profile. You can add it at the top or bottom of the Contribution Page.


2

Check out Extended Reports Extension https://civicrm.org/extensions/extended-reports/24 Here is a quick rundown of how Civi handles Financial Types. The Civi Core native reports will only pull reports for Financial Types connected with your Price Set Default Financial Type. Which is stored in table civicrm_contribution.financial_type_id. The Price Field ...


2

To meet this need, I commissioned the Grant Financial Support extension, which fills an important piece of this need. It's not complete in and of itself, but enables accounting integration for grants. I have a second extension that links grants to financial types with the help of this first extension, but it's not stable enough for release yet.


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

There is a rather hidden feature for Drupal and WordPress (last time I checked this was not working in Joomla) that you can enable at Administer > CiviContribute > CiviContribute Component Settings and Enable Access Control by Financial Type. See the help icon next to the setting for details (pasted below). When you have done that, you should see new ...


1

I'll go with "Yes" and "Often". This is a long-standing issue that extends beyond financial types and reports. It's also searches, and almost anything that can be disabled. An elegant solution might require some thinking through. My suspicion is that we'll need a new database field to distinguish these two use cases. You definitely DO want some disabled ...


1

If you're not using the in core CiviAccounts bits - then changing the financial_type_id is ok. We do lots of retyping (update more specific financial_type_ids ad-hoc) - on projects where we do our own Accounting integration i.e. bypassing the core CiviAccounts. PS - forgot to note that updating campaign_id should be safe


1

If you are using Price Sets on the contribution pages - i.e. you selected Click here if you want to configure the Regular Fees below as part of a Price Set, with the added flexibility and complexity that entails - then it may be that the financial type is being taken from the price set rather than from the contribution page settings. Also note the ...


1

There is a function used in the Bookkeeping report to do this: CRM_Contribute_PseudoConstant::financialType() See e.g. public function alterDisplay(&$rows) { $contributionTypes = CRM_Contribute_PseudoConstant::financialType(); ... // handle financial type id if ($value = CRM_Utils_Array::value('civicrm_line_item_financial_type_id', $...


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

You can have multiple Financial Types in one Price Set and all on the same contribution page. The simple way to do it is to set the Price of the Price Field at $1.00 and just have one Price Field for each Fund. You can give each Price Field in a Price Set different Financial Types. Then donors would enter the amount they want to give. But, you could set it ...


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