SearchKit should provide special options - here: get financial_account information for payment_instrument
Overview
I am working on a replacement for the report "Bookkeeping Transactions", based on SearchKit.
A similar thing I had done years ago by customizing this core report - but that customizing doesn't work anymore with current CiviCRM versions and I thought it were a smart idea to refactor that using SearchKit.
Unfortunately, it is very hard (if not impossible) to get this some information into this report:
Current behaviour
- I did not succeed at all in exporting financial transactions. So I decided, as a workaround, to use line times instead (which is sufficient in my current use case, but is not sufficient for a replacement of the report "Bookkeeping Transactions".
- Still, I was not able to get information on the accounting_code of the payment_instrument (or any other data from the financial_account table)
Proposed behaviour
It would be nice to have a simple way to achieve the accounting_code for a payment_instrument.
Comments
As a workaround, until there is a fix, I used the description field of the payment method to record the accounting code to "rewrite" the field in the display - this might help until a better fix.
{"[LineItem_Contribution_contribution_id_01.payment_instrument_id:description]"}