FIMS 14.71 or later still shows Export to DC Checkbox column in Master Chart of Accounts Maintenance
  • 05 Dec 2023
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FIMS 14.71 or later still shows Export to DC Checkbox column in Master Chart of Accounts Maintenance

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Article summary

As of FIMS 14.71, the Export to DC checkbox column in Master Chart of Accounts Maintenance was removed because all accounts should automatically send information to DonorCentral. Some clients may find that they are on FIMS 14.71 or above but still see the Export to DC checkbox.

Steps To Duplicate:
  1. Log into FIMS
  2. Look under Help>About FIMS
  3. Version shows as 14.71 or later
  4. Go to File Maintenance>General Ledger>Master Chart of Accounts Maintenance
  5. See that there is an Export to DC column with checkboxes. This column should not be here.
Answer:
In order for the Exp to DC column to disappear, you will need to change the GL drilldowns services option to activity report.

To do this:
  1. Go to Tools > System Utilities > DonorCentral > DonorCentral Options
  2. On the left column, select "Services"
  3. Then select "Export_GL_DrillDowns"
  4. Then Select "Activity Report"
  5. Click "Apply" and "Ok" and the column will no longer be in the Mast Chart of Accounts

In the General Ledger Master Chart, when the GL Drilldowns Services Option is Activity Report, the Exp to DC column no longer displays, because all General Ledger data exports to DonorCentral NXT.

See also: Fund Activity Report 

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