5 results found
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Add ability to be able to schedule exports out of FIMS
It would be great to have the ability to schedule exports out of FIMS such as data grids and other exports rather than having to do them manually.
1 vote -
When adding bulk contacts allow entry of a fund or a grant
Many times when we work with a donor set from a specific fund we also want that information on the contact record so we know what strategies are working
2 votesDeclined ·
AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
When adding bulk contacts, the fund and grant fields are greyed out on purpose so that the same grant and fund information is not copied to multiple records.
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Add the temporarily restricted balance as a choice in the Data Grid in Funds to use in determining spendable.
We only give the spendable calculation if it is supported by temporarily restricted funds. Currently have to run a Fund Balance Report and add the Spendable Calculation to it!
2 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Temporary restricted balance can be shown in the Fund Balance report or in a financial columnar report. After creating the columnar report format in Design Statements in General Ledger, use that statement code in a fund statement export. The available to spend and the individual balances are contained in that export:
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Add functional expense field to account debit and credit for Pledge Import program
Avoids having to edit each GL line entry to change account before posting.
1 voteDeclined ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
The debit account for the Pledge Import is typically an asset account and the credit account is typically a revenue account. Expense accounts are not typically used for Pledges.
Additionally, asset accounts are not used to create functional expense accounts.
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Add Microsoft Office back into Hosting
With the removal of Microsoft Office, functionality from hosted FIMS was removed. It would be good to have Microsoft Office available in Azure for hosted FIMS.
0 votes
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