25 results found
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Extend Character Limit on FIMS Table Occupation Description on Donor Record Biographical Section
We are trying to follow the Standard Occupational Coding Structure for our values in the Occupation code table. More characters are needed in the description to accurately reflect each option. Current character limit is not sufficient.
1 vote -
Allow interfund grants from donor advised funds to fulfill pledges
The IRS has issued new guidance, allowing this activity to take place, as long as the sponsoring organization doesn't call it a pledge in the grant letter. Can FIMS be updated to reflect this? https://www.irs.gov/pub/irs-drop/n-17-73.pdf
1 vote -
Adding Fiscal Sponsor info to Profile should check for and update open grant applications
There is currently no checking of open payables (A/P, grants, etc) when a fiscal sponsor is added to the supported org's profile record. This is means anyone adding a fiscal sponsor would be required to manually update grant records (for example) with the correct payee information. This is in stark contract to the address maintenance tool that prompts you when a record's contact information is updated AND they have an open payable. The current structure requires that the user both knows this behavior of FIMS AND knows that there is an open payable somewhere in the database AND has the…
1 vote -
1 vote
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Add ATS_Edit_Report_Error_Type to the Interfund System Options
This option would be valuable for those of us doing a fair amount of interfund transfers. This option, which displays a warning if there are insufficient funds available for the interfund transfer, is available in the Grants module. It only makes sense to have it also available in the Interfund Module.
1 vote
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