Author Topic: Accounting Codes (Read 1088 times)

zesgar · January 12, 2012, 03:26:06 pm

While I am waiting for Civi Accounts. I need to be able to store accounting codes information with every contribution. I have over 35 different accounts that that contributions could go towards to effectively export into quickbooks. Is my only option as of right now to create a different contribution type for each account then add accounting codes to the contribution types? I tried just using something like the transaction ID but it is a unique field. So that specific field won't work but is there something else like that that would be usable to store "INCOME:Subaccount" with each transaction?

Michael McAndrew · January 13, 2012, 02:24:28 am

Quote

Is my only option as of right now to create a different contribution type for each account then add accounting codes to the contribution types?

That is certainly one option, but not the only one.

If you didn't want to do that, you could create a custom field which extends contributions and add the accounting codes there. I'd suggest you use Alphanumeric > Select or Alphanumeric > Radio as the 'Data and Input Field Type' so you can only select one.

See http://book.civicrm.org/user/organising-your-data/custom-fields for background. You can experiment here: http://drupal.demo.civicrm.org/civicrm/admin/custom/group?reset=1

Michael

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Author Topic: Accounting Codes (Read 1088 times)

zesgar

Accounting Codes

Michael McAndrew

Re: Accounting Codes