7
votes
Why can't I see different financial types in contribution reports
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
votes
Accepted
Multiple Financial Types on one payment form?
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 ...
- 6,731
5
votes
Accepted
How do I locate the Financial Type ID?
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 ...
- 3,240
5
votes
Accepted
civiReport with financial type and line item financial types
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 - ...
4
votes
Accepted
Can I use different financial types for membership registrations and renewals without losing functionality?
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 ...
- 3,440
4
votes
Can a Custom Field be added to a Contribution Page or Financial Type?
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, ...
- 2,378
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.
- 6,926
4
votes
Multiple financial types from contributions - how does one search donors to find those that have contributed to only one financial type?
You can do that with SearchKit:
See this link on dmaster.
If you don't see all the options, check you are on the latest release. This works on current master which is 5.48.alpha1 (and maybe earlier)....
- 12.6k
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
How do I locate the Financial Type ID?
For those who want to do this via the UI I believe this is as simple as going to civicrm/admin/financial/financialType?reset=1 and mousing over or clicking on Edit for each Financial Type and the ID ...
- 27.7k
3
votes
Accepted
Can I track grants against contributions?
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 ...
3
votes
How do I add Financial Type
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
- 3,284
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 ...
- 4,545
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
3
votes
Disabling CiviContribute causes problems
I think there are a couple things in civi that unintentionally depend on civicontribute. Easier to hide/remove menu items than fight it.
- 20.7k
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 get name of Financial Type ID?
There is a FinancialType API which returns the name with the ID, for example:
$financialTypeName = civicrm_api3('FinancialType', 'Getvalue', array('id' => $financialTypeId, 'return' => 'name'));...
- 11.7k
2
votes
Accepted
Why is a contribution given a financial type different from that allocated to the contribution page used?
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 ...
- 3,440
2
votes
Can a Custom Field be added to a Contribution Page or Financial Type?
This extension will let you create custom fields on Financial Types: https://github.com/pradpnayak/org.civicrm.financialtypecustomfield
2
votes
Accepted
How can we access only one of multiple financial types in a single contribution?
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 ...
- 2,378
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
Can I track grants against contributions?
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....
2
votes
Accepted
Reporting on contribution amounts when added to a membership page
i would do the following. use a single price set based on Memberships. add the donation line item in to it with its own financial type.
then the Extended Report extension should solve your last issue ...
- 27.7k
2
votes
Accepted
Set a default Financial Type when adding New Contribution?
There isn't any such setting to set by default financial type on backend new contribution form.
However you can set it default programatically to a specific FT using buildform hook by calling $form-&...
2
votes
Include Financial Type in Payment Processor Transaction Information
Not all payment processor sends financial type or other details related to accounting to the Payment gateway from Civi. But each payment processor allows altering the params that are sent to the ...
1
vote
Financial Types
I can only think of two reasons why it is not appearing in price set drop is
If you have ACL Financial turned ON (CiviCRM >> Administer >> CiviContribute >> CiviContribute Component Settings) and the ...
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
1
vote
How do I locate the Financial Type ID?
For anyone else looking for this, you can use the getFields action on the Contribution entity to locate the options for the Financial Type ID.
$fields = \Civi\Api4\Contribution::getFields()
->...
- 33
1
vote
Permissions in CiviCRM
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 ...
- 12.6k
1
vote
Accepted
Contribution Reports and disabled Financial Types
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 ...
Only top scored, non community-wiki answers of a minimum length are eligible