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  1. CiviCRM
  2. CRM-12192

Financial Account for Payment Process Account displayed incorrectly due to incorrect filter

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.3.0
    • Fix Version/s: 4.3.0
    • Component/s: Accounting Integration
    • Labels:
      None

      Description

      From IRC:
      joanne_: josephmurray: On upgrade from 4.2 to 4.3 some financial types get the financial accounts 'banking fees', 'Account receivable' and 'Payment processor account' added as well as the income account, but others only get 'banking fees' and 'Account receivable' . How is that determined?
      [01:03am] joanne_: Looking at my upgrade, contibution types in 4.2 that are used for online memerbships and events only got 'banking fees' and 'Account receivable' added when they were turned into fincancial types, but some other contribution types that don't actually ever receive real money got the Payment processr account as well

      In general, upgrade should not be adding any payment processor accounts to financial types. Could you investigate if there are edge cases where this happens? We should try to communicate with joanne_ to see what the 'contribution types that don't actually ever receive real money' were being used for in order to help in our diagnosis.

      Update: Using data provided (THANKS!), Pradeep determined the issue was which accounts were being displayed, rather than which ones were linked.

        Attachments

        1. civicrm_entity_financial_account.csv
          3 kB
          Joanne Chester
        2. civicrm_financial_type.csv
          1 kB
          Joanne Chester
        3. financial type detail.csv
          3 kB
          Joanne Chester
        4. Financial Types page.PNG
          75 kB
          Joanne Chester

          Activity

            People

            • Assignee:
              joemurray Joe Murray
              Reporter:
              joemurray Joe Murray
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              Dates

              • Created:
                Updated:
                Resolved: