Importing Contributions
This tutorial demonstrates how to effectively import contributions; an important task when migrating data from a legacy system to CiviCRM.
Tag: Financial
Line Item Editor Extension
Line items are a powerful feature of CiviCRM’s that allow organizations to create sophisticated payment forms. This extension allows users to add, edit and cancel individual line items in a contribution.
UK Gift Aid
The UK Gift Aid extension helps UK charities manage Gift Aid directly inside CiviCRM. It adds tools for collecting all the information HM Revenue & Customs (HMRC) needs (like declarations, addresses, etc.), keeps track of whether donors have signed Gift Aid declarations (including past-4-years and future donations), batches eligible donations together, calculates the additional Gift Aid amount automatically, and helps generate reports ready for submitting to HMRC.
MYOB
The MYOB extension for CiviCRM helps organizations connect their CRM data with their MYOB accounting software. It automatically syncs financial information such as contributions, invoices, and contacts between the two systems, reducing manual data entry and the risk of errors. This integration makes it easier to keep financial records accurate and up to date, saving time for finance teams and ensuring smooth coordination between fundraising and accounting.