Staff is asking to have the ability to pull multiple fund statements at a time. Users would be able to select statements from any of the funds they have access to to create a single PDF file of all the statements. The statements may or may not be ...

The Market Value "as of" date is always displayed as the current date. Although the Market Value itself is understood to be days to weeks behind, depending on the organization's financial cycles, displaying a date that is always the current date i...

On certain displays or for folks with vision impairments, it is hard to see the grey text labels for the dollar amounts on the Funds tab (Gifts, Grants paid, etc.).

When you search for an advisor in Advisor View, the results only show what appears to be the Report Name field from FIMS. In cases where a profile has a partner, it will show "Mr. and Mrs. X". It would be more helpful if it showed the individual d...

Many of our donors are frustrated to learn that they cannot access DonorCentral on their ipads. Please consider updating the compatibility of the site!

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 think it would be helpful for the test and learn database color scheme to be different than the default for FIMS. I have been in Test and Learn playing around, and left my desk to come back and forget, then start doing something and then having ...

We use the 'Import Record Updates' to add the Donor/Advisor id's to grants (this is the second step in our grant import process). The problem is that our users then need to go into each grant and manually trigger the linking. Apparently this is a...

I don't want to see the retired funds in the fund balance report I created in the data grid. It would be helpful to give an option to leave those out, i.e. like you to other reports and key in retired and then leave blank.

We would like to suggest an enhancement for FIMS. We are now using both the Distribution Tab and the ACH features on FIMS. We noticed that the ACH button was not automatically checked under the Distribution Tab for profile with ACH selected under ...