Jamie Novick

Beginning in release 4.3 of CiviCRM, a much more robust methodology for tracking and exporting financial data was introduced. Now it is easier than ever to have CiviCRM track contributions and other financial transactions the way fundraisers want to see them, but at the same time easily export that financial information the way the accountants want to see it. Come learn how to organize your financial data and configure your installation so that you can improve your data flow, avoid double entry of financial transactions into multiple systems, and let your fundraisers and accountants live in harmony. We'll also be looking at the recent integration of invoicing and sales taxes (VAT) for CiviCRM and integration with other platforms including the widely used Xero cloud platform.

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Session Date and Time: 
Thursday, October 8, 2015 -
16:15 to 17:15
Seminar Room 2