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Dormant Fund report
There is a 9-page guide to obtaining a dormant fund report. Besides so many steps, I had to go into the report and type out the fund names, as the report generated only the Fund ID codes. Would love it if you could make this much easie...0 Reviewed: Voting Open
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Whole Middle Name field
Impact: Can the "Middle Name" field be extended to put in a whole middle name instead of an abbreviation?0 Reviewed: Voting Open
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Add check box "Ignore allow mail flag profiles" on Fund Statement Report and Export
Under General Ledger Reports, Add check box "Ignore allow mail flag profiles" on "Fund Statement" and "Fund Statement Export". This would enable one to capture fund activities on all funds in the system. We have donors that are anonyomous and requ...0
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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",...0
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Suppress memorial gift amounts in DonorCentral Fund Summary
Could you please add the capability to DonorCentral to remove gift amounts for memorial gifts and memorial funds, while keeping that level of detail for other funds, such as Donor Advised Funds? This would allow us to provide the same information ...1 Reviewed: Voting Open
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Designate a "PRIMARY" fund representative when there are multiple.
Being able to designate a primary fund representative when there are multiple would eliminate confusion in "associations". Also, when exporting grant letters for recipients, multiple letters are generated for the same fund due to it having multipl...0
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Add "Rerun report" to the FIMS inquiry reports: G/L YTD Ledger Inquiry & Trial Balance Inquiry
"Rerun Report" functionality should be on all the Reports in FIMS. Today I discovered two more that don't have this option. Under Inquiries - G/L YTD Ledger Inquiry & Trial Balance Inquiry0 Reviewed: Voting Open
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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.0
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FIMS Unitization Report enhancements - Fund ID, Fund Class
(from a FIMS customer) We provide a unitization report for one of our trustee banks each month. The report does not have Fund ID or Fund Class which we can use to filter funds for that trustee bank. Can those fields be added to the report or can f...0
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IGAM Field Map Report
It would be helpful if there were a report for each IGAM application that would detail (1) each field name in IGAM, (2) the corresponding field that each IGAM field maps to in FIMS, and (3) the FIMS database where the FIMS field is located0