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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.0
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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 ...0
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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!0
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Allowing the Recurring Vouchers process in AP to create vouchers when you get a "Warning" message.
This would enable you to still create an AP voucher and not have to manually key in the AP voucher.1
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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 applicatio...0
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Create a macro to create Positive Pay bank file from Check Register
I'd like to have a macro that would put check register information into a format that is appropriate for uploading to the bank for Positive Pay, or check clearing verification. I attached a list of formats that our bank provided. They suggested Fo...0
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Preserve Historical Data when changing a fund class
We have situations where we need to change the fund class on a fund. However, in doing so FIMS changes all historical data. We would like to preserve that data's integrity because at the time of grant making, that was what the fund was at the time...0
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I would like to be able to search for a General Ledger account by name instead of having to scroll down my entire trial balance for my specific account.
Currently you can search by fund or by account number, but if I don't know my account number I would like to be able to enter in the account name or a variation of the name and have options appear to be able to choose from.1
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Fix currency symbol issues in Fund Statement Designer
While creating a statement in the Fund Statement Designer, I noticed that when I added currency symbols if the amount was negative it would show as $(115.00) rather than ($115.00). I have also noticed that when you create a "Grants Awarded" sectio...0
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Fund Module/Notes Tab allow copy & paste
Having to retype is not efficient and leaves room for error. FUND: Notes Tab—It would be helpful to be able to copy & paste information from/to NOTES tab and paste it into another tab, document, etc.1