Manage donations
Project description
This module handles donations by cash, check or by credit transfer and generate the corresponding journal entries and tax receipts. To fully support donations by credit transfer, if you are using the OCA bank statement reconcile interface, you also need the module donation_bank_statement_oca.
This module will assist you in writing a thanks letter.
This module also supports in-kind donations (in-kind donations don’t generate any accounting entry but can generate a tax receipt).
Table of contents
Configuration
To configure this module, you need to:
create donation products
make sure you have an inbound payment mode for each payment mode used to receive donations. This payment mode must be configured with Link to Bank Account set to Fixed and with the donation option active.
if you wish to have a control amount on the donation, add the users to the group Donation Check Total
If you receive donations via credit transfer, you must also:
in the configuration page Invoicing > Configuration > Settings, in the Donations section, select the product that will be used for donations by credit transfer.
on the bank journals corresponding to the bank accounts on which you receive donations by credit transfer, in the Payments Configuration tab, select the Donation by credit transfer account. This account must allow reconciliation.
Make sure that the accountant that processes bank statements has User access level or higher on the Donation application.
Usage
This module handles donations by cash, check or by credit transfer:
for donation by cash or check, you should first create a new donation and validate it. Then, if you have the module account_check_deposit from the project OCA/account-financial-tools, you can create a check deposit.
for a donation by credit transfer, the process is different: import your bank statement file and, while processing it, you will see a donation button that allow you to create a new donation directly from the bank statement reconcile interface.
When you validate a donation:
it will create a journal entry that goes directly from the revenue account to the payment account without going through a receivable account.
if the tax receipt option of the donor is configured as For Each Donation and the product of the donation line is eligible to a tax receipt, it will generate the tax receipt.
To have some statistics about the donations, go to the menu Donation > Reporting > Donations Analysis.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
Brother Bernard <informatique - at - barroux.org>
Brother Irénée (Barroux Abbey)
Alexis de Lattre <alexis.delattre@akretion.com>
Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
Nikul Chaudhary <nikul.chaudhary.serpentcs@gmail.com>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/donation project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
Project details
Release history Release notifications | RSS feed
Download files
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.
Source Distributions
Built Distribution
Hashes for odoo_addon_donation-16.0.2.0.0-py3-none-any.whl
Algorithm | Hash digest | |
---|---|---|
SHA256 | 66b47859f3a832ed913a686df075c1376521861c2f91b16a85a8bb3f0a60cb7f |
|
MD5 | 152fedaf87ced171c46fa4f12650a992 |
|
BLAKE2b-256 | 2b6cfe366dd22e9430eb67d4737a9958028cf322793013ce1927b96a78e5ce81 |