Tracking financial activities

WP Issues CRM supports financial activity tracking. You could use it, for example, to track contributions. You could then retrieve and download contribution information with all the same flexibility that you have for other activities.

To show amounts on all reports and forms for a particular activity type is identify they type as financial on the Settings form:
financialsettings

To protect the integrity of your bookkeeping after a closing date, you can freeze transactions by date, again from the settings screen:
freeze

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