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CiviCRM Accounting Integration for Non-Profits

Enhance CiviCRM for non-profit organizations by integrating with accounting systems, supporting donations, memberships, events, and grants. Maintain detailed financial records without becoming a full accounting system.

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CiviCRM Accounting Integration for Non-Profits

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  1. Joe Murray Accounting Integration Taking CiviCRM to the Enterprise Level

  2. Easy to set up and administer for simple use cases via sensible defaults • Powerful, flexible and robust for larger organizations with more sophisticated needs • Not a separate component, visible only through specific enhancements Vision

  3. Allow CiviCRM to handle all or part of accounts receivables for non-profit organizations: • Donations • Memberships / Subscriptions • Events • Enable CiviCRM to export into accounting packages like QuickBooks Scope

  4. Support CiviGrants accounts payables • Data schema support for transfers between chapters and central organizations Scope Expansions

  5. Don’t make CiviCRM into an accounting system: • No payroll • No accounts payable (except grants) • No capital depreciation • Taxes to be handled by extensions for countries/provinces (though supported in data schema) Out of Scope

  6. Changes and reversals • E.g. changing options for event ticket, refunding a subscription • Record accounting information at detailed line item level Major Enhancements

  7. Follow existing UI patterns • Design DB and API for extensibility • Satisfy auditors by preventing deletion of financial info • Record changes to financial info as new ‘difference’ transactions • Satisfy accountants and Executive Directors by storing separate account codes for all line items Objectives

  8. Financial entries are not deletable, to make actions auditable • Cancelling/reversing or changing an entry is done the way bookkeepers and accountants like: via additional transactions that reverse or modify the effect of the original ones No Loss of Financial Info

  9. Every amount has a G/L (general ledger) accounting code associated with it: • Each line item, not the whole contribution page • Premiums • Grants Feature: Detailed Accounting

  10. Examples: • Buy $100 ticket with cheque: • Revenue: dinner event: $100 • Asset: bank account: $100 • Pay for $50 membership later: • Revenue: membership: $50 • Asset: accounts receivable:$50 • $50 membership check received: • Asset: accounts receivable: $50 reduction • Asset: bank account: $50 Feature: Double Entry Accounting

  11. Included in CiviCRM 4.3 • Help needed with testing and documentation • Email joe.murray@jmaconsulting.biz • 4.3.Beta sandbox: http://sandbox.drupal.civicrm.org • svn: http://svn.civicrm.org/civicrm/ • Report issues to Alpha and Beta Testing Forum Current Status

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