Changing from Calendar to Fiscal Year does not update in DonorCentral
  • 04 Jun 2024
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Changing from Calendar to Fiscal Year does not update in DonorCentral

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Article summary

Changing the Fiscal Year settings within FIMS does not push through to DonorCentral.

Steps To Duplicate:
  1. Click on Tools> System Utilities > DonorCentral > DonorCentral options
  2. On the Preferences tab, in the Section box, select System
  3. In the Options box select Base_Year_On
  4. In the Value box select Fiscal
  5. Click Apply then click OK
Answer:

Setting Base_Year_On to Fiscal does not work in DonorCentral.  DonorCentral is not designed to view data by fiscal year instead it uses dates for Fund Activity and Quarterly balances.


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