CDNTaxReceipts issueshttps://lab.civicrm.org/extensions/cdntaxreceipts/-/issues2016-02-23T22:28:43Zhttps://lab.civicrm.org/extensions/cdntaxreceipts/-/issues/56Record address used to issue receipt2016-02-23T22:28:43ZKarinGRecord address used to issue receipt*Created by: lolaslade*
For some organizations it is important to record the address used when issuing the receipt. For example provincial parties that want to make sure all eligible donations are from in-province donors.
This could ta...*Created by: lolaslade*
For some organizations it is important to record the address used when issuing the receipt. For example provincial parties that want to make sure all eligible donations are from in-province donors.
This could take the form of copying the entire address somewhere or at least recording the address id that was used at the time. The question of behavior when re-issuing a "duplicate" comes up. Should the old address be used? An option given to "Use updated address"?
https://lab.civicrm.org/extensions/cdntaxreceipts/-/issues/57Show address in Receipts Reports2016-02-23T21:43:47ZKarinGShow address in Receipts Reports*Created by: lolaslade*
The receipts reports should show the address that would be used on the receipt. In the case of the "Receipts not Issued" report this is useful preview information for organizations that want to check if addresses...*Created by: lolaslade*
The receipts reports should show the address that would be used on the receipt. In the case of the "Receipts not Issued" report this is useful preview information for organizations that want to check if addresses are incomplete or outdated. In the case of the "Receipts Issued" report it is useful to show what it would be if it was re-issued.
A separate issue (#56) has been opened about recording the address that was used. If this was implemented then the "Receipts Issued" report should show this address (probably in addition to the newer one that would be used).
https://lab.civicrm.org/extensions/cdntaxreceipts/-/issues/49Add Contribution and Contact custom fields to reports as columns and filters2016-02-23T16:48:14ZKarinGAdd Contribution and Contact custom fields to reports as columns and filters*Created by: lolaslade*
It would be useful to have the Contribution and Contact custom fields on the reports as columns and filters.
*Created by: lolaslade*
It would be useful to have the Contribution and Contact custom fields on the reports as columns and filters.
https://lab.civicrm.org/extensions/cdntaxreceipts/-/issues/41Feature request - API to issue tax receipts2016-02-11T18:11:14ZKarinGFeature request - API to issue tax receipts*Created by: lolaslade*
We would like an API to issue tax receipts so that we can easily implement methods of batch issuing tax receipts. We have a need to group contributions in a way that is not supported by single, annual or "aggrega...*Created by: lolaslade*
We would like an API to issue tax receipts so that we can easily implement methods of batch issuing tax receipts. We have a need to group contributions in a way that is not supported by single, annual or "aggregate" methods. Rather than implementing a new CRM_Core_Form to support this process we would like the flexibility to use REST API calls, the Drupal batch API or other batch methods to build our process. This requires an API to issue tax receipts (and possibly to log them see #40).
https://lab.civicrm.org/extensions/cdntaxreceipts/-/issues/48Feature request - Configurable Reporting Periods2016-02-09T13:53:10ZKarinGFeature request - Configurable Reporting Periods*Created by: lolaslade*
The extension assumes that receipts will be batch generated for a calendar year. There are some use cases where this is not true. For example political parties need to generate separate receipts and reports for a...*Created by: lolaslade*
The extension assumes that receipts will be batch generated for a calendar year. There are some use cases where this is not true. For example political parties need to generate separate receipts and reports for a campaign period. To support this I would like to see a screen for configurable "Reporting Periods" that allows a date range to be given a label. Those labelled date ranges would be available in the drop down selection for "Annual" and "Aggregate" Tax receipts. They would also be available in the receipt reports. Several calendar years would be pre-configured as "Reporting Periods" on installation.