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    DonorCentral Options
    • 21 Mar 2024
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    Contents

    DonorCentral Options

    • Updated on 21 Mar 2024
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    Article Summary


    DonorCentral Options

    DonorCentral Options are similar to System Options in standard FIMS modules. They allow you to configure default settings that can save time in the data entry process, and you can change any of the default values for specific records.


    To set DonorCentral options:

    1. Select Tools > System Utilities > DonorCentral > DonorCentral Options.

    2. In the Section pane, select the type of option you want to set. See below for descriptions.


    Real Time Sync Options

     Option

    Values

    Description

    RTS_Fund_Advisors

    On

    Off

    Select 'On' to enable real time synchronization of fund advisor information from FIMS to DonorCentral. The default is Off.

    RTS_Gifts

    On

    Off

    Select 'On' to enable real time synchronization of gift information from FIMS to DonorCentral. The default is Off.

    RTS_Grants

    On

    Off

    Select 'On' to enable real time synchronization of grant information from FIMS to DonorCentral. The default is Off.

    RTS_Logging

    On

    Off

    Select 'On' to enable logging of real time synchronization to DonorCentral. The default is Off.

    RTS_Market_Values

    On

    Off

    Select 'On' to enable real time synchronization of market value information from FIMS to DonorCentral. The default is Off.

    RTS_Organization

    On

    Off

    Select 'On' to enable real time synchronization of organization information from FIMS to DonorCentral. The default is Off.

    RTS_Unposted_Apps

    On

    Off

    Select 'On' to enable real time synchronization of unposted application information from FIMS to DonorCentral. The default is Off.

    RTS_Unposted_Gifts

    On

    Off

    Select 'On' to enable real time synchronization of unposted gift information from FIMS to DonorCentral. The default is Off.

    Services Options

     Option

    Values

    Description

    Export_Fund_Statements

     

    yes

    no

    Indicates whether you will be able to export Fund Statements for DonorCentral.

    This value should always be set to Yes.

    Export_Gift_Detail

    yes

    no

    Indicates whether Gift Detail information will be exported.

    Export_GL_Drilldowns

    yes

    no

    Activity Report

    Yes = Standard G/L Drilldowns.

    Activity Report = DC Fund Activity Report.

    If you are switching to this setting from "Yes," selecting this option will affect your current G/L drilldowns. The Fund Activity Report feature is only available for DonorCentral Pro clients and requires an additional setting selection in DonorCentral.

    The default is no.

    Export_Grant_Detail

    yes

    no

    Indicates whether Grant Detail information will be exported.

    Real Time Sync

    On

    Off

    Select 'On' to enable real time synchronization of information from FIMS to DonorCentral. The default is On.

    Upload_Documents

    On

    Off

    Select 'On' to enable Uploading Documents to DC. The Feature must be Enabled in DonorCentral as well. Default is 'Off'

    Suggestions

     Option

    Values

    Description

    Assign_Anonymous_Donor_Idcode

    Yes

    No

    Choose yes if you want the imported Donor Advisor Idcode to be assigned to the Application for the suggestor even though the suggestor requested to be anonymous. Choose yes if this will not affect any grant letters or checks.

    Note there is a field for Donor Advisor Anonymous on the Application that will be enabled with this option, which could be used conditionally in the Grant Letter.

    The default is No.

    Debug_Logging

    Yes

    No

    Enter Yes to keep log files for DonorCentral suggestion retrieval. The default is No. The files are stored in the Found tempfiles folder beginning with SC and have a .json extension. These files are deleted during full FIMS upgrades.

    Default_Grant_Hold

    Yes

    No

    Choose yes if you want the imported suggestions defaulted to held as an unposted application. Otherwise the default is to not place them on hold.

    Entity_ID_List

    		 

    Enter a list of affiliated DonorCentral entities for which you would like to download suggestions separated by an exclamation point.

    Multi_Payment_Type

    		 

    Choose how to create multiple payments, one grant with multiple lines or multiple grants with one line each. The default is one grant with multiple lines.

    Upload_Grantee_Affil

    		 

    Select the Affiliation that determines which Grantees should be uploaded for SuggestionCentral.

    System

    Option

    Values

    Description

    *Base_Year_On

    This is an old DonorCentral v4 setting that will be removed from FIMS in a future version.

    Calendar

    Fiscal

    Indicates how you want DonorCentral to show Year-To-Date and Last Year columns.

    If Fiscal is chosen, then a footnote on the website stating the begin and end dates would be appropriate.

    Calendar is the Default.

    BeginGLDrilldownYear

    		None
    Specified Year

    Enter the beginning year to start the GL Drilldown extract.

    Config_AccessKey

    		None
    Specified access key

    Enter the Client Data Transfer Config access key for DonorCentral.

    Config_Environment

    prod

    development

    Enter the Client Data Transfer Config Environment for DonorCentral.

    Default is prod.

    Config_LogLevel

    Verbose

    Debug

    Information

    Warning

    Error

    Fatal

    Choose logging level for DonorCentral errors.

    The Default is Warning.

    Config_SecretKey

    		None
    Specified Secret Key

    Enter the Client Data Transfer Config secret key for DonorCentral.

    Crystal_Begin_Date_Parameter

    		 Click edit to enter date

    Enter the name of the Crystal Report Parameter for Begin Date.

    Default is Start Date or Start_Date.

    DC Crystal Reports require Begin and End Date or GL Year and Period.

    Crystal_End_Date_Parameter

    		 Click edit to enter date

    Enter the name of the Crystal Report Parameter for End Date.

    Default is End Date or End_Date.

    DC Crystal Reports require Begin and End Date or GL Year and Period.

    Crystal_Fund_Parameter

    		 Click edit to enter parameter

    Enter the name of the Crystal Report Parameter for FundID.

    Default is Fund.

    Crystal_Fund_Statement

    		 Click edit to enter name of report

    The name of the Crystal Report that you use to generate Fund Statements.

    Crystal_Fund_Statement_Server

    		 Click edit to enter name of server

    The server name (ODBC Data Source Name) that you use for Crystal Report Fund Statements.

    Crystal_GL_Year_Parameter

    		 Click edit to enter name of parameter

    Enter the name of the Crystal Report Parameter for GL Year.

    Default is GL Year or GL_Year.

    DC Crystal Reports require Begin and End Date or GL Year and Period.

    Crystal_Period_Parameter

    		 Click edit to enter name of parameter

    Enter the name of the Crystal Report Parameter for Period.

    Default is Report Quarter or Report_Quarter.

    DC Crystal Reports require Begin and End Date or GL Year and Period.

    Default_Online_Gift_Type

    		 Click Lookup to to find and select gift type code

    Default type when importing online gifts. If blank uses Default Gift Type Code from System Initial Setup, Gifts and Grants tab.

    DonorAnonymousDisplay

    		 Click edit to enter display name

    Enter the display name you want to show for an Anonymous donor. The default is 'Anonymous Donor'

    Donor_Exclude_IdsClick edit to enter in path and file name of listEnter a semi-colon delimited list of Donor Ids to Exclude. The default is to include all donors for DonorCentral funds.

    Download_Directory

    <drive and directory path>

    The default directory where you want to place export data

    to upload to DonorCentral.

    This option can be overridden by set Local Registry or Download_Directory in User Preferences.

    Scheduled tasks would typically use this option.

    Exclude_Individual_Grantee_SSNYes
    No    		Choose Yes to Exclude SSN for Grantees who are individuals from being uploaded to DC.  The Default is No.

    Export_ATS_Date

    None

    Yesterday

    End of Previous Month

    End of Previous Quarter

    End of Previous Year

    End of Previous System Fiscal Year

    End of Current Period

    End of Current Year

    End of Current System Fiscal Year

    The date that you want to use to calculate the Available to Spend amount.

    The default value is None, which uses the Through Date for the calculation.

    Export_Begin_Date

    		None
    Date

    The first date when you want to export history information to DonorCentral.

    Note: Most organizations go back to when they first started to use FIMS.

    Export_Converted_Grants

    Yes

    No

    Determines whether you want to export Grants that were created through a conversion process.

    The default value is No.

    Export_Donor_Address

     

    Yes

    No

    All

    Determines whether you want to display Donor addresses in the Gift detail section of the Fund Summary section of the DonorCentral site.

    Choose All to suppress address and also suppress Acknowledgement Title and Acknowledgement Organization Name in the Fund Summary address area.

    The default value is Yes.

    Export_End_Date

    Today

    Yesterday

    End of Previous Month

    End of Previous Quarter

    End of Previous Year

    End of Previous System Fiscal Year

    End of Current Period

    End of Current Year

    End of Current System Fiscal Year

    The End Date tag for exporting history information.

    Enter an End Date tag or the Ending Date to Export History Information. The end Date must be entered through the editor tab or when executing the Export.

    Note: If you update Gift and Grant information nightly, you should select Today. You must enter a specific end date when you run the export.

    Export_Market_Date

    Today

    Yesterday

    End of Previous Month

    End of Previous Quarter

    End of Previous Year

    End of Previous System Fiscal Year

    End of Current Period

    End of Current Year

    End of Current System Fiscal Year

    The Market Date tag for exporting history information.

    Enter a market Date tag or the Market Date to Export History Information. The end Date must be entered through the editor tab or when executing the Export.

    This date controls the export of Fund Balance information. This is called "Principal Market Value" on the DonorCentral side. Many organizations update Fund Balance information monthly or quarterly – after the reconciliation process is complete.

    Some customers add a footnote such as "Admin and investment returns not being processed until the middle of next month or quarter, etc."

    Note: You must enter a specific end date when you run the export.

    Export_Market_Values

    Yes

    No

    Determines whether you want to export quarterly Market Values for the Fund.

    Export_Market_Values_Type

    Quarterly

    GlDetail

    Both

    Determines whether you want to export market values for the fund based on quarterly or GL Detail values.

    If you select Quarterly, net assets are displayed by quarter for the fund over multiple years. If you select GL Detail, investment details of the Fund are displayed for a single year.

    The default value is Quarterly.

    Export_Pledge_DetailYes
    No    		Choose Yes to Export Pledge along with Gifts, otherwise Pledges are not exported.
    Export_Pledge_Payment_DateYes
    No    		Choose Yes to Export Pledge Payments with Gifts, otherwise Pledge Payments are not exported.
    Fund_Statement_BatchClick edit to enter in numberThe next fund statement batch number (should be at least 4 digits).
    Fund_TypeFund Type
    Sub Type    		Choose whether to export fund type or fund sub type. The Default is Fund Type.
    Gift_DescriptionComment
    Type
    Ack_Comment
    Ack_BlankLine_Comment
    Type_Ack_Mem_Comm
    Comm_Securities
    Type_Ack_Mem    		The exported Gift or Pledge Description normally comes from Gift Comment or Pledge Comment, but can be changed to come from other sources.
    Gift_Include_Non_GiftSeparate_Values
    Combined_Values    		Separate_Values will include non-gift amounts as a separate line item,  Combined_Values will include non-gift amounts as a single entry rolled into the gift amount. The default is None - do not include non-gift amounts.
    GL_Drilldown_Positive_FundBalanceYes
    No    		Enter Yes to Export Balance Accounts as Positive for Custom G/L Drilldowns Feature. Otherwise Balance Accounts are exported as negative.
    GL_Drilldown_Positive_LiabilitiesYes
    No    		Enter Yes to Export Liabilities as Positive for Custom G/L Drilldowns Feature. Otherwise Liabilities are exported as negative.
    GL_Drilldown_Positive_Revenue
    		Yes
    No    		Enter Yes to Export Revenue as Positive for Custom G/L Drilldowns Feature. Otherwise Revenue are exported as negative.
    Grantee_Drilldown_by_ProjectcodeYes
    No    		Enter Yes to extract drill down grantee detail summarized by projectcode. Default is no.
    Grant_Program_NameProgram_Name
    Grant_Description    		Choose to Export Grant Program Name or Grant Description.  The default is to use Program Name.
    Grant_Proposal_StatusClick edit to add status code

    Assign the status code used to identify grant proposals.

    This is not used for DonorCentral, but kept for other parts of FIMS.


    Include_Approved_Unposted_ApplicationsYes
    No    		Include Approved Unposted Applications in the exported data so that they will show up in Pending Applications. The default is they are not exported.
    Include_Imported_Unposted_ApplicationsYes
    No
    		Include Imported Unposted Applications in the exported data so that they will show up on DonorCentral Website in Pending Applications. The default is they are not exported.
    Include_Open_Unposted_ApplicationsYes
    No    		Include Open Unposted Applications in the exported data so that they will show up on DonorCentral Website in Pending Applications. The default is they are not exported.
    Include_Unposted_GiftsYes
    No    		Include Unposted Gifts in the exported data so that they will show up in Pending Gifts The default is they are not exported.
    Market_Value_Based_OnNet Assets
    Balance Acccounts    		Enter Balance Accounts to export the Balance Accounts (Account Types Greater or Equal to "Q"). The Default is Net Assets.
    Market_Value_Exclude_Account_TypesClick edit to enter path and list nameEnter a semi-colon delimited list of Account Types to Exclude in the Market Value. Default is to include Account Types for Net Assets (less than "Q") unless Market_Value_Based_On
    Market_Value_Exclude_Natural_AccountsClick edit to enter path and list nameEnter a semi-colon delimited list of Natural Accounts to Exclude in the Market Value. Default is to include all Natural Accounts for Net Assets (less than "Q") unless Market_Value_Based_On
    Paid_Grants_Fiscal_YearCheck_Date
    Grant_Date    		Choose Check_Date to use the grant's payment date to determine which Fiscal Year the grant is reported in.  Choose Grant_Date to determine Fiscal year by the Grant Date. The default is Check_Date.
    Scholarship_Program_NameProgram_Name
    Grant_Description    		Choose to Export Program Name or Grant Description.  The default is to use the same value as the Grant_Program_name.
    SeparateGiftReversalsYes
    No    		Show Gift and Gift reversal separately.  The Default is No.
    Show_Grantee_and_Payee_if_DifferentYes
    No    		Show Grantee Name and Payee Name if they are Different.  The Default is No.
    Third_Party_Process_Id_FieldClick Lookup to choose fieldChoose the field housing third party Id. You can select a field from fm_profile using the Lookup or use a Profile field by typing in "Profile.FieldName", changing "FieldName" to the field you are using.

    3. In the Option pane, select the option you want to set, and then select the value from the Value pane.

    4. Click Apply when you are finished setting each option.

    5. When you are completely finished setting options, click OK.

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