12 results found
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Fund Module - Ability to Search By Fund Name field
In the Fund Module, it would be nice to be able to do a search on the "Fund Name" field. The only options currently are Fund ID, Sort Name and DIV.
2 votesFeature Already Exists ·
AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Please see the following article on how to search by fund name in the fund module:
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Export the Organization on Alternate Address tab when running reports
When running profile reports, the Organization name on the Alternate Address tab doesn't export. Please code this to be included when addresses are pulled from the Alternate Address tab.
4 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
The alternate address information and org name on the alternate address tab does export out using a data grid in the Profile module, along with the User Defined Profile Export and the Export to Word Processing.
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Create Administrative tool to COPY security permissions from one user to another.
Currently, only able to MOVE permissions. Trying to mirror one user's permissions to another is tedious and the chance of missing a permission is high.
4 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This tool can also copy permissions in addition to move:
How can I move all of the security settings for one person to another? (document360.io)
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Report of staff members in FIMS that are active and inactive
Our auditors requested a report from our system showing which staff members were active and confirming that former staff members were inactive, which means they could not access the system. FIMS does not have such a report and this type of reporting is necessary when our organization is being audited.
3 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Marking a staff code inactive in the staff code table does not disable that staff person's FIMS log in, it simply makes it not display in the drop-down box when selecting staff codes in certain areas in FIMS that use staff codes such as donors.
The FIMS Code listing report does provide a list of all staff codes from the staff code table.
In order to see a list of FIMS users who can currently log into FIMS, run the System Users report which displays all users that are set up in Establish System Users:
System Users Report (document360.io)
How do I create a new user in FIMS? (document360.io)
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Enhanced 1099 capabilities
Enhance FIMS functions for 1099 adjustments. The 1099 vendor report with fund info only allows to run 1099's with adjustments to grantees. This should be enhanced to be able to run with vendor and grantee adjustments. That way one process is in place to be able to run 1099 reports by division.
3 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
The 1099 vendor report with fund does show vendor adjustments as well. The table shows grantee, but the Field is vendor. Vendors and grantees share the same database table.
Grantees typically do not receive 1099s.
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Compatibilty issues between FIMS and Office 365 which adds steps to some of the automated proccesses
When sending acknowledgement letters from the automated process there are now extra steps that make it cumbersome.
3 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
FIMS works with Office 365 as long as it is locally installed and users are not using the web version of Office. If there is an issue with Office 365, please create a support case.
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2 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This can be done by doing the steps in the article below:
How to Mark Profiles as Inactive Based on an Affiliation Code (document360.io)
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Create a data analysis of "promises" that were realized.
Knowing the percentage of realized promises will help our organization know the effectiveness of our bequest program.
2 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Please see the following on linking promise records to gifts and then reporting associated with Promises using a data grid:
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Add the ability for the Scholarship Import to Update the Institution on Existing Student Profiles
When importing scholarships for existing students, the institution ID in the import is not being updated on the student record, only the application. It would be good if the institution ID in the import was also updated on the student record as well.
2 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Please see the solution to this issue below:
Scholarship Import does not Update Institution on Existing Student Record (document360.io)
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Report on unpaid and paid grants while showing all payments and their pay dates per grant.
It is very helpful to be able to report on all posted grants (paid and unpaid) and see a list of each individual payment with the GL Apply date. Currently FIMS doesn't have a single report that includes all of this detailed information.
2 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
The Grant History with Payments Report shows posted grants with payment information for each line in the payment plan and shows paid and unpaid payments:
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Fund Module - quick fund status report - from data grid view
it would be nice if we could create a data grid view that mirror the fund balance tab information that someone could view, and print off a report from quickly
2 votesFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
In the Fund module, a data grid can be created using the Functions to add $Available to Spend and $FundBalance to the data grid view. The data grid can be exported out or a report can be generated which can then be printed.
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Remove "Transfer to" in description of Fund Statement second page grants section where Grantee is listed.
Either eliminate the words "Transfer to" or provide users the ability to update the grant template criteria in the fund statement designer to include or not include those words if others want that verbiage there. Under the column titled "Grantee", I just want the name of the Fund or grantee to appear. I manually have to go through each fund statement and remove the words "Transfer to". Quite the additional work when it could just print out correctly when running the statements. Thank you!
1 voteFeature Already Exists ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Transfer To and Transfer From can be removed by setting the Prefix for Interfund option in Tools > System Utilities > System Options > GL > Prefix for Interfund:
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