27 results found
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Allow amounts greater than $99,999,999.99 in "Promise" records
We recently had the good fortune to receive a planned gift (Promise) in excess of $100M, but discovered that the "Amount" field in the Promises tab doesn't accept values this large. The request is to change the field type of the "Amount" field to support {10}.{2} floats rather than {8}.{2}
2 votes -
Ability to copy a posted gift that creates a new unposted gift.
It will save time and data entry to have the ability to copy a posted gift that creates an unposted gift either one at a time or in a batch. The grant module has this feature - you can copy from a posted application and it creates a new application in unposted applications - it also allows you to update certain fields before creating the new unposted application. Also, the grant module has the ability to create a group of unposted applications based upon application ["History"] through the File Maintenance, Auto-Create Grant Applications feature. Having something in the gift module…
2 votes -
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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