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Showing posts from April, 2014

CiviCRM and Accounting in 4.3

The 4.3 version of CiviCRM that first came out in April 2013 addresses a key problem with CiviCRM for large organizations: namely, accounting integration.

So what exactly does that mean, and how does it work? Since I'm working on a big migration to CiviCRM, and the client has "accounting integration" needs, I've been diving in and trying to understand the nitty gritty. Since I started, 4.4 is now out, and 4.5 is almost out, and I understand they've made some improvements, so this is now a bit dated, but still might be helpful.

First off, "accounting integration" doesn't mean that CiviCRM will now replace your accounting package, but the goal is to make it play nicer. The key issue for my client is that reports coming out of their current system are used as input for their accounting system, so it needs to speak the same language - i.e. things like GL account codes, and double entry accounting for things like contributions where the donor is promisin…