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.
KarinG - Semper IT's user avatar
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 - ...
Pradeep Nayak's user avatar
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 ...
themak's user avatar
  • 3,411
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, ...
Iowa Boy's user avatar
  • 2,388
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

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)....
Aidan's user avatar
  • 13.5k
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.
Demerit's user avatar
  • 22.9k
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

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 ...
petednz - fuzion's user avatar
  • 28.3k
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 ...
Pradeep Nayak's user avatar
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
William Mortada's user avatar
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 ...
Iowa Boy's user avatar
  • 2,388
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'));...
ErikH - CiviCooP's user avatar
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 ...
JoAnne's user avatar
  • 3,450
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....
Jon G - Megaphone Tech's user avatar
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
Jon G - Megaphone Tech's user avatar
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 ...
Pradeep Nayak's user avatar
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-&...
Pradeep Nayak's user avatar
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 ...
petednz - fuzion's user avatar
  • 28.3k
1 vote
Accepted

Order API + Payment with multiple line items creating wrong financial trxn record?

As per this old issue and PR https://github.com/colemanw/webform_civicrm/pull/58#issuecomment-289561525 you want to specify the price_field_value_id or else CiviCRM will try and be clever and guess ...
Alan Dixon's user avatar
  • 6,841
1 vote

Edit the financial type of an online contribution?

For the second part of the question, the Edit Line Item extension is the answer: https://civicrm.org/extensions/line-item-editor. Only a few of our transactions had to be completely deleted and ...
Geof Newton's user avatar
1 vote

Edit the financial type of an online contribution?

I could say try price set where you will have two different Financial type - one for donation and one for membership For the record which you wanted to correct which has been already completed - you ...
Ramesh - ARTECH Consultancy's user avatar
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 ...
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

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() ->...
Richard's user avatar
  • 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 ...
Aidan's user avatar
  • 13.5k
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 ...
Jon G - Megaphone Tech's user avatar
1 vote

Allowing multiple fianancial types for same price set single contribution page

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 ...
Iowa Boy's user avatar
  • 2,388
1 vote

Can I change a contribution's values for Financial Type and Campaign directly in SQL without danger?

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 ...
KarinG - Semper IT's user avatar
1 vote

Financial types in contribution is always default and not taken from contribution page

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 ...
davejenx's user avatar
  • 2,365

Only top scored, non community-wiki answers of a minimum length are eligible