3 results found
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Upload fund and grant agreements to fund in DonorCentral
Ability to upload fund and grant agreements to fund record.
1 voteDeclined ·
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This change would require changes to the Documents module in FIMS to allow for upload of these types of documents to DonorCentral.
At this time, we are not planning on making changes to the Documents module.
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Allow the SPENDABLE BALANCE to DECREASE as Grant Requests are SUBMITTED
Fundholders would NOT overspend their Spendable Balance. Kind of crucial :). AND based on our experience, this is how DC used to operate until rather recently.
6 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This would cause a data discrepancy between FIMS and DonorCentral. If the spending balance in DC was immediately reduced for a submitted suggestion that was not approved, this may not match what the ATS codes are configured in FIMS and thus would not match the FIMS fund record.
Adding this feature would cause confusion as to what the the correct ATS would be for a fund.
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Allow DonorCentral Fund Market Value column heading to display 'Fiscal Year' vs 'Calendar Year'.
DonorCentral allows the option to report on fiscal year vs calendar year and yet the Market Value column heading is hardcoded as 'Calendar Year'. This is confusing for our donors and the column heading should match what is defined in DonorCentral Options 'System> BaseYearOn> Fiscal'.
3 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
DonorCentral only displays calendar year format. We will be removing the Base_Year_On option in DonorCentral Options > System in a future FIMS release.
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