FIMS Knowledgebase

When running the global change program, the Field to limit by is missing and the only option is NONE. There is no way to limit the global change. The screenshot below is an example of one file, but this issue occurs for any file selected. Answ...

How can I save Crystal Fund Statements to Fund Folders? Answer: In order to save Crystal Fund Statements to Fund folders, you can run the utility that saves Crystal Fund Statements to fund folders from Run Procedure or you can add the utility...

I have created an affiliation code for profiles that I need to be inactive, how can I mass mark a group of profiles as inactive based on their affiliation code? Answer: This can be done by doing the following steps below. Note: It is highly ...

When running the gift deposit form and entering in an account number in the "GL debit for this deposit" section, the proper investment code populates. However, if then click "re-run" on that report, and type in a different number into the GL debit s...

When a profile is copied to create another profile, the Bulk Mail Pointer on the copied profile is auto populated on the newly created profile therefore the new profile's Bulk Mail pointer reflects the copied profile ID instead of it's own profile I...

When running the 1099 Vendor Report and Forms report using system form @ck1099-nec, the 'For Calendar Year' field it still lists as "22" even though running report for 2023. Answer: This issue is related to the change below that was to have been...

When running the Clear 1099 Adjustments Amounts in AP > File Maintenance > Clear 1099 Adjustment Amounts, the following error occurs when choosing the Fund Table and the Cash requirement field: Answer: Use the default of Grantee and ...

When running the Reconcile Subsidiary Modules with GL Report, when clicking the drop-downs nothing happens, and the numbers have to be manually typed in. Answer: This issue is resolved in FIMS 14.77.

How do I do a search on the Fund Name field in the fund module? The only options are Fund ID, Sort Name and DIV.   Answer: You can currently search by the fund name field in the Fund Module by using a "full" view instead of the Default vie...

In the grant import, data is being copied in from profile for address line 2 and other fields when imported data is blank for those fields causing a mix of addresses.  Answer: In FIMS 14.76, now the grant import only copies from Profile whe...

How can I mass remove Fund Associations from profiles? Answer: In FIMS 14.76, there is a new tool located in   File Maintenance > Funds > Delete Fund Associations.

After changing the status of a suggestion from declined to pending in DonorCentral, the suggestion still cannot be imported into FIMS. Answer: This is caused by the suggestion already having been declined in the FIMS suggestion import window....

When accessing the profile module, the following error occurs: Error Unable to complete automatic datatype conversion Use string Decimal Etc functions to do explicit conversion  Answer: This issue was caused by a corrupt last data grid ...

When running the FACTS YTD Reconciliation report for the entire fiscal year range, the calculation is not correct. Answer: This issue occurs if new accounts are opened in FACTS during the year which can affect how the report runs. The work-ar...

In the fund module, the follow error occurs: Answer: This issue was resolved by upgrading FIMS to the latest version.

In fund module, the following error occurs: Answer: This issue was resolved by upgrading FIMS to the latest version.

In System Options under Funds and Profiles I see two explore directories, one called Explore_Dir and one called Explore_Dir_Alt, what is the difference between those and what does each one do? Answer: I.   Explore_Dir Directory The...

When creating a new record in FIMS, the following error message pops up: No system control record available (91). Answer: To clear out this error, you'll need to close all FIMS windows on the workstation.  Then log back into FIMS and try aga...

How do I create a list of what was paid to a specific vendor over a period of time? Answer: The Vendor History Report can be used to get a listing of payments to a specific vendor over a chosen period of time. To Run the Vendor History report: ...

I have changed the Action code on a number of grant applications to Denied, but I am not able to post them.  How do I post Denied Grant applications? Answer: Grant applications must have a grant date entered before they can be posted to hist...

I created the pledge for the wrong profile.  How do I change it to a different profile?  Is there a donor adjustment routine for a pledge? Answer: Pledges do not have donor adjustments.  Adjustments in the Pledge module do not work...

I can see the profiles in FIMS, but when I run the import records update utility it is not finding the profiles.   Answer: The import record update utility requires a file saved in a csv file format. It is likely that the file was saved as a...

I am getting pop-up messages in Gift History when I am searching for a gift.  What should I answer? Answer: This message box with the phrase "Current gift history record has been changed. Do you wish to save those changes?" is appearing beca...

How can I get a listing of all master funds with their sub funds in FIMS? Answer: The easiest way to get a listing of master and sub funds is to run a data grid in the funds module. Open the Funds module Click on binoculars to view data&nb...

I just set up new pools and when I run asset rebalancing I am getting missing GL account messages for my offset fund.  What did I forget to do? Answer: When you create new investment accounts (pools) in the master chart you associate the ass...

The person who created the data grid is no longer part of our organization.  How can I delete their grids? Answer: Since only the person who created a data grid can remove it, you must add the person back to the user list and then log in as ...

Can a journal entry be changed after it is posted? Answer: The only field on a journal entry that can be edited after posting is the description field. To change fund, account number, or amount a reversing entry must be created to offset the ori...

I want to print 1099-r and 1099-m separately.  How do I separate them on the report? How do I print 1099-r? Answer: If you want to be able 1099-r and 1099-m as separate runs you will need to set up a user defined profile code to track 1099 ...

When I run my admin fees, the amount calculated doesn't match what I calculate by hand.  Why is it different? Answer: The calculation of admin fees depends on several factors: Frequency (determines the choice of funds) Code setup (determin...

I no longer want to use this grid .  How do I remove it from the drop-down? Answer: To delete a datagrid click on the view settings icon or right click in the middle of the grid and select View Settings. Make sure you have highlighted the co...

I want to run the gift history report and show unajusted gifts and the final good gift.  I don't want the reversals.  I don't want to see all the mistakes.  What selections do I make? Answer: When you adjust a gift the adjustment t...

I was looking at data and found these letters in the sysID field in the journal history table.  What do they mean? Answer: The SysID value in the GLJournal  and GLJourHis table has a single digit alpha value.  The values are added ...

I see a field called offset fund in Asset Rebalancing Set-up.  Should I be using it? Do I have to fill in the offset fund with a real fund? How is an offset fund used? Answer: Whether you decide to use an offset fund when running the Asset R...

We currently have a two balance system and would like to move to a more standard three balance one.  What are the steps?   Answer: Scenario:   You have the traditional 2 balance system (Q1 - Principal and Q2 - Income) for e...

I have a list of profile idcodes and I need to create contact records for each of them.  Is there a way to do this without having to create them one by one? Answer: The most expedient way to create contacts for a list of idcodes is to assign...

How do I add Available to Spend to my fund statements? Answer: The ATS amount from the fund balance tab cannot be pulled onto a fund statement. The closest amount would the ending balance of a specific fund balance. This amount would be as of t...

My beginning fund balance does not match last years ending fund balance. Why are the expenses I booked in period 12 not included in my period 1 beginning balance? Answer: If the beginning balance for the current year does not match the ending ba...

Why am I not able to import Org profiles?   Answer: The first field in the fields list is the Ind/Org flag.  If you enter any value other than an I or an O ( like Ind or Org or Yes or No) , then the system defaults the profile to an Ind...

I am attempting to insert my Gift and Grant detail into my Fund Statement Word template. However, when I do the insert database process I get and error. "Word can not parse your query options into a valid SQL string." After this error, another erro...

After we created our fields we realized the default value was poorly chosen.  We have changed the field to now fill in the correct new default for new records, but all the existing records show the old one.  How do we fix this? Answer: ...

When I previewed the 1099's I noticed that our old address was printing out.  Where do I change this? Answer: When you run the report, the address used for the forms comes from the report set-up screen.  In the image below, the 504 West...

We are starting to use additional fields in our grants.  It is easier to put the grant numbers in a spreadsheet and make the changes in excel.  Is there a way to import the changes?  Will the Import Records Update Utility do it?  ...

I can't find the spreadsheet I used to import the budget last year.  How do I export the information already in the system so I can tweak it and bring it back in for this year? Answer: You have two options for populating a report with the bu...

I can get a file from the bank with the check number and reconciliation date.  Is there a tool to update the values or do I have to do them manually? I ran the Import /Update Cleared check utility, but I don't see any dates in the list.  I...

How can I report on the total admin fees we have charged? How do I know if admin fees have been posted?  The admin fee reports only run monthly. Answer: The information for the actual fees charged is found in the General Ledger, not the Fund...

I need a listing of pledges with their remaining balances as of a specific date.  How can I get this? How can I run an aged receivables report for my audit? Answer: The Aged Trial balance w/as of date report is the best report for getting t...

When attempting to preview or print checks from a “Check Pre-Print Report”.  Clicking the Details button giving more info shows this: Next error: Answer: We found that trying any other check form after this gives the same error. ...

The fund activity report doesn't allow for sorting.  It seems to be disorganized.  How does it sort? Answer: The Fund Activity Report allows for date and fund selection, but has no obvious sort. The primary sort is by Fund.  Once ...

I need to completely delete an Interfund that we processed.  How do I do that? Answer: Interfund transfers are made up of two parts - the gift side and the grant side.  The grant side needs to be cancelled just as you would cancel a no...

I didn't even choose the journal key so why am I getting an error? Answer: When FIMS creates the Spending Policy journal entries, it uses a journal key of SR for Spending Rule.  If you are just implementing spending policy for the first time...

I don't see the profile salutation field labeled joint or alternate name anywhere in the fields list when making a data grid.  What is it called? Answer: I want to place this field on a datagrid:   This field is called address lin...

When I run the cash call process to replenish my balances, I am only getting the funds that were negative.  I am not picking up any funds that are below the minimum balance, but not negative.  I don't understand why these are being skipped...

When I choose to export the quarterly balances I get 0's in the fund balance columns instead of their values.  How can I compare the calculation if the values are not there? Answer: When you export the quarterly balances, the fund balances t...

I get pop-up error messages when I try to run a profile export for a large list of affiliation codes. I need that export.  How do I get it to run? Answer: When running various flex reports in FIMS and selecting a large list of affiliation co...

I need to add a line to a row format  on a Design Statement.  How do I do this? Answer: Remember that a Row Format can be used in more than one statement.  To see if this row definition is used in other statements, go to General L...

I have looked at the on hold box and the payment date, but when I go to print checks through either the process Print Checks item or individually on the voucher, I get a "No payment selected for printing" message.  What am I overlooking? Answ...

I am getting an error message when I go to run my admin fees that I don't understand.  It has the phrase "upfront-min-on-zero has an invalid value of . (4058)"  Can I ignore this message?  It happens on only some of the default settin...

I would like to run a report to show that my asset strategy percentages have actually been built. Is there a report that will do this?   Answer: Asset Rebalancing Target percentage and Asset Rebalancing Fixed Amount can be included as financ...

After creating new FieldMaker Fields in FIMS, they are not visible from crystal reports or other external programs. Answer: When you add fields in Field Maker, you are making new fields in a particular FieldMaker table in the FIMS Database.  ...

When posting to General Ledger, I receive this error “**E FACTS cycle for apply/confirm date is already closed in Pool= <____>.  How do I clear it so that I can post my entries?    Answer: Because you might want to be stoppe...

While entering a scholarship, I am receiving the message: "Invalid Scholarship Fund."  When I run the Edit Report, I receive this error message: "**E Missing Fund Scholarship Record."  What does this mean? Answer: All  Scholarship...

I have brought my investment account balance to $0, but it continues to show up in my reconciliation tab.  I have to keep reconciling in order to process the cycle.  How do I get it to go away? Answer: Before reconciling the account for...

I am getting an error when trying to add a new profile.  We just upgraded.  How to I make the error go away? Answer: One of the steps in upgrading is to commit changes in FIeldmaker.  CRC errors frequently indicate that this step w...

My predecessor has left the organization and I’m realizing now that she had assigned herself tickles to follow up on conversations. Is it possible to transfer her assigned tickles to me to ensure seamlessness in our relationships with fund holders? ...

We have a need to know how much was approved for spending last year.  Is there a report that will tell us what last year's spending number was? Answer: If you use the spending policy process you might be able to get a report that will show y...

I ran a batch of payments in Accounts Payable, and inadvertently posted the checks before actually printing them.  Is there any way that I can reverse the posting and print the checks?   Answer: Unfortunately the only option is to void ...

I tried to add a promise and I got an error - promise next key not available - restart FIMS. How do I fix this? Answer: If you haven't used the Promise section of FIMS before, it is possible that it was never initialized properly. Promises h...

I have run the Export to Word Processing and the Address Listing w/Labels and Email, but both of these reports are placing a C/O name under the title column. Why are these reports not showing the correct title for the profile? Answer: The Mail To...

Sometimes, you may run a gift edit that comes up blank, but you know there are gifts that should be included.  Answer: There are several possibilities as to why your gifts don't show up on the gift edit report: The gift is on Hold (Hol...

Our auditors are asking for a report of uncleared FACTS transactions as of the end of our fiscal year.  Is there a report that will show that? The year has long passed and we have reconciled many cycles since then. Answer: To create an outst...

I would like to run a Gift Report that would exclude Non-gifts.  Is there a way to do this? Answer: When you run canned reports in FIMS, there are limited options as to what cam be excluded, including non-gifts.  In a Gift History repor...

I've entered a gift and reversed it.  I reversed the wrong one.  Now I would like to un-reverse it,  Is that possible? Answer: It is not possible to reverse a Gift Reversal.  Your only option would be to re-enter the gift. You...

The Grant Conditions supertab in the Grants module has fields for Remind Date and Remind Who.  How do they actually work? Answer: These fields are available for informational purposes only.  They do not actually send reminders.  T...

All of our licenses are currently in use in the Live database.  Do we have the same number of user licenses in the Test database? Answer: Yes, you have a set number of user licenses, but you essentially have two databases – Live and Test – ...

When I post a pledge to any fund, the Pledge Receivable account is debited and the Pledge Income account is credited.  This increases the fund balance for the fund.  In the situation of a Pass-through fund, there is usually no actual spend...

I just combined two profile records. It seemed to go well, but now when I look for the Gift History for my existing profile it has the old name on it, the wrong one! How do I fix this?  Answer: Fear not! There's a tool to fix the sort name v...

I am trying to import a list of new profiles using the DIY Profile Import tool. I am using a csv file will all of the correct columns. However, when I try the import I get an error saying “Unable to open file: ocnvCPRF.txt. Errno=2. (98)”. That’s no...

I want to change or remove a Data grid created by a co-worker that no longer works at our foundation. How can I do this?  Answer: Data Grids can only be edited by the user that created them. This can cause a problem if that person is no long...

When I run exports in FIMS, my comments wrap to the next line when I open the data in excel.  Is there any way to fix this? Answer: When you run an export, you are presented with several output options: Choosing Excel will strip the car...

I have an agency and non agency fund that I need to combine for fund statements.  Can I use this feature to consolidate them? I have multiple funds that need to be combined so that I can calculate the admin fee on the lower percentage they get ...

I used to be able to get all of my grant activity to show up on the Outstanding Grants by fund report.  But now it is just showing grants with ending balances.  I want to see ALL my grants.  How can I get them to appear? Answer: Th...

I get a Buffer-field error when I select my datagrid from the drop-down.  What does it meanand how do I fix it? Answer: When you create a datagrid, the View Name you place on the grid  - its "Title", is entered in the Catalog table. &nb...

I have a list of existing profiles that need to have donor field updates, however, these profiles do not have a donor record. How can I mass create donor records for all of these profiles so that I can update them? Answer: You can use the tool in...

I created a datagrid and I am getting more than one line for my grant.  How do I stop this and get only one line? Why am I missing records and why when I change my table combination do I lose more records? Answer: Datagrids display lines bas...

When going through the FACTS posting process the End of Day price in the pool allocation report and the Unrealized Gains and Losses in the Unitization report show question marks. Steps To Duplicate: 1. Go to the FACTS module\Reconciliation\Proces...

The grant defaults ( the heart with a "D" button) don't seem to stay like the ones in the Scholarship module.  Why? Answer: Scholarship programs and Grant programs tend to be managed in different ways.   The scholarship process tends t...

My Reconcile Subsidiary Modules with G/L report is showing variances.  How to I find out what is causing them? Answer: The attached document will provide some guidance to finding and fixing variances. In general, a variance will occur when:...

When attempting to save an entered gift the error, "Non-Gift distributions are out of balance. Please check the Non-Gift Amount. If the amount is correct, then check the amounts and Non-Gift settings in Distributions." can occur. Answer: This occ...

When opening a statement in Fund Statement Designer and then going to the Statement Layout radial button the error, "Invalid character in Numeric input e. (76)" occurs. Answer: The error means that the program is trying to convert a string ...

I need to set up an admin fee to charge the full fund balance so I can use it when calculating the lowest fee.  I keep getting the wrong calculation. Answer: To set up an admin fee to charge the full fund balance: Navigate to Funds > Fil...

 don't want to assess an admin fee that is greater than the fund balance. Answer: When running administrative fees you have the ability to assess multiple fees on a fund. In this situation, you can assess two fees: A fee on the full fund ba...

You can right click on a data-grid to change row colors Answer: You cannot change the row colors directly for the default view.  However you can change another view and it will apply to the default. FIMS allows you to change the color of ev...

When starting a new cycle for an existing investment account in FACTS reconciliation, the error "You Must First Create an Opening Account Balance" even when there are previous posted cycles for this account and it is not new. Answer: Un-post the ...

When running the Scholarship Import tool and selecting Create Scholarships, the error occurs. As a result, not all of the scholarships and student records are created upon import. This occurs when importing scholarships for new and existing students...

When running the eAdvisorFundStatements2007 macro in Word after I merge my letters, the contents file and just a few of the PDFs are created in the Statements folder, but not all of my PDF statements are created, why is this occurring and how can I ...

Fund Statements generated from Fund Statement Designer does not print gift or grant detail on statements when there are a lot of gifts/grants. Answer: This issue was caused by the positioning of the data relative to other data on the statem...

When selecting a csv file to use for importing scholarships, the error Invalid Import File occurs even though a valid csv file has been chosen. Steps To Duplicate: 1. Go to Scholarships\File Maintenance\Scholarship Import 2. In the Import Fi...

After deleting a column format, this error may occur on the column format tab. Steps To Duplicate: Go to General Ledger  Click Design Statement supertab Click Column Format Delete a column format Receive the error message after the for...

I am trying to adjust a scholarship and I am receiving the error "This process is disabled here - please run this from the appropriate location". Answer: When you try to adjust a grant or scholarship from anywhere in FIMS other than the Applic...

When attempting to use the Tax Status Plus feature in FIMS the error, "No Results Returned from Tax Status Organization Verify. Web Service could not be Accessed. Check Internet Connection." occurs. Steps To Duplicate: 1. Go to the Grants modul...

When running fund statements to Donor Central using Crystal reports, Crystal Fund Statements Export, the following error occurs, "Error Occurred while Accessing Component/Method Property Method: Export. Logon Failed. Error Code 0x80020009 Print-Fund...

If a foundation using a fiscal year other than the calendar year wishes to create a balance sheet for the calendar year, this can be done using the Fund Statement Designer. Conversely, a foundation on a calendar year can also create a fiscal year ba...

I would like to change the name of one of the fields on the Fund1 tab, and use it for a different purpose.  Is that possible? Answer: You can not change the name of a field in FIMS, however you can use some fields for a different purpose. &n...

I ran my 990 report, but I don't see the detail for the Individual grantees.  How do I get that information? Answer: Run the IRS 990 Grantee Schedule: Reports > Grants > Grantee Reports > IRS 990 Grantee Schedule   Make s...

We are on a fiscal year but want to run year-to-date statements in the Fund Statement Designer. How can this be done? Answer: Follow these steps to create a Year-To-Date statement. Enter three columns on the column format. One for the prior yea...

I have a very long fund name to enter.  How many letters can it be?  What happens if it is too long? Answer: Currently the fund name can be 100 characters long.  On some reports only 40 characters (or less) will display.  On o...

I am holding some stock shares and we just received notification that there was a stock dividend declared.  How do I record this? Answer: You have two options depending upon which version of the stock gift and securities module you have. To ...

I change the soft credit to PCT and enter a percentage, but when I click save, the amount isn't calculating.  Why not? Answer: The soft credit amount calculates after hitting the Enter key. So to have the soft credit amount calculate out: ...

There is an unknown or ghost line appearing at the top of my report. Where did it come from? I don't see it in my row formatter. Answer: Cause 1: The stray or ghost line typically appears near the top of the financial statement or above the fir...

I know it will select grantees whose combined grant amounts exceed the value, but what other criteria are used? Answer: The 990 Grantee report is a report that selects on the grants based on the various posted grants fitting between the region, d...

I need to make some code table modifications.  What tools exist for making the changes systemically instead of manually adjusting the records? Answer: There are several tools available in FIMS to make code table changes.  Since they han...

We are changing the values in our staff code table.  How can I change the values in all the different fields in FIMS? Answer: The Global Code Change Program ( found at Tools > System Utilities > Admin Utilities) will change one code va...

The admin fees I posted are wrong and I need to reverse them.  How do I? Answer: Admin fee calculations are not stored in FIMS.  The process is run and it creates journal entries.  Thus, it is only necessary to create and post reve...

I received a credit from my vendor and I processed a debit memo.  It is sitting there in Open Items.  I just received a new invoice and need to connect them up and pay the net amount.  How do I do this? Answer: Debit memos can be a...

We charge a certain percentage on the gift revenue for the month.  Is there a way to set this up in the administrative fee process? Answer: Yes you can charge a percentage of gift revenue as a fee.  There are two considerations: Settin...

I think I have found out what went wrong, but I don't know what I did to cause it. Answer: There are several ways the FACTS module will become out of balance with the GL.  The FACTS to GL comparison report will identify the funds with this ...

There aren't any right click copy and paste options when I click in the fund note screen.  How can I paste information from somewhere else without retyping? Answer: Because of the nature of the Fund Note field, right click options are not av...

I can't find the application board date in the drop down for the global change tool.  If I can't use the tool, how can I make the change? Answer: In 14.60 and later, you can go to Application Data Grid, highlight/etc records to update, right...

Trial balance totals don't agree to the consolidated trial balance totals for the same period and they should, shouldn't they? Answer: When the trial balance is run, the total amounts for each fund are displayed by account and you can see the val...

How do we fix this message?    The idcode (1253) associated with the payee is not on the vendor/grantee table.    Approved applications will not post to A/P until this idcode is either changed on the application or added to the v...

I would like the data grid buttons to be on the other side of the grid. Can this be done? Answer: To switch the buttons from the left to the right side of the grid ( or vice versa), right click on the grid and select  "Move buttons Left/Righ...

The file maintenance utility in the Profiles module will allow you to add an affiliation code to a list of profile idcodes Answer: Using the Add Affiliations from Exported File process under File Maintenance > Profiles, you can choose an affil...

Occasionally errors are found in the FACTS reconciliations and it is necessary to unpost many cycles to open up the cycle with the problem.  You can unpost multiple cycles at once. Answer: FACTS can be unposted for multiple cycles as long as...

How will the Bulk Mail field improve my mailings and how do I configure it? Answer: The Bulk Mail Recipient field is found on the Profile > Profile 2 tab and is used to identify the profile id that mail should be directed to when this profile ...

I want to print checks to a particular tray. How can I do this? Answer: There are a couple of ways to do this: 1. In the printer dialog window, select the tray to print to. 2. In Control Panel, devices and printers, find the printer, go to prope...

You can set up future years payable at any point in your year and doing so will change the accounts on the appropriate payments. Answer: You can set up future years payable at any point in your year.  When you run the Update Future Years T...

A pool can be excluded from asset rebalancing by changing a setting on the pool record in the FACTS module. Answer: If you need to exclude an investment pool from the asset rebalancing process you can do this by: Open FACTS Navigate to the ...

Our auditors are asking who posted various journal entries.  Is there a report I can run? Answer: That information can be found on the posting report in the selection criteria section of the report.  It will show who the user id is for ...

FIMS is printing checks or forms to fax.  This often happens after client installs a new printer. Answer: This happens when vpXprint cannot resolve the name of the printer and is usually due to the fax driver installing higher on the printer...

I would like to add notes to a tab in FIMS. Can this be done? Answer: Pressing F2 on any tab will open FIMS Help notes. You can add in user notes in the same pop-up window. Press F2 Click the User Notes radio button Enter a note Click Save ...

There doesn't seem to be a fund import utility on the file maintenance menu like there is for gifts, grants and scholarships. Is there an import tool I can use or do I have to type the information in? Answer: There is a general purpose import tha...

If the Check Preview option is missing on the Print Check report, it is likely that no default check form has been established in system options. Answer: To choose the default check form: Select tools > system utilities > system options.&n...

How do I fix a Warning: Variance does not net to -0- message in my asset rebalancing report? Answer: If you've run the Asset Rebalancing Report and get a warning on the report for a Fund that says "Variance does not net to -0-", this issue could ...

Error in FIMS: adm2/smart.p was not found (293) where there has been a server move and a new Progress installation takes place.   Answer: To resolve do the following:    1. Go to  \npo\found\FIMS\TOOLS and find the 'src....

While working in FIMS, I get an "errno=22 reading promsgs file, it may have been deleted." error message (Click ok. You may receive any number of similar error messages).  Then FIMS closes. Answer: This is usually a network path error. &nb...

How do I fix the error messages when using add affiliations from the Exported File process? Answer: When you use the Add Affiliations from Exported File routine, the data file must be in a .txt format. Also, the first value/word in the file must ...

Warning: **W The Apply Dates Are in a Future Year - after running the GL Edit Report Answer: The warning on the General Ledger Edit Report, **W The Apply Dates are in a future year, just means that your current system dates are set to a year prio...

The Canada Revenue Agency deems that we are the owner of the gift as of the date of death of the donor and because we need to issue a tax receipt for the donation we cannot issue a tax receipt ( even if it is to the estate) past the date of death o...

If a user is getting an error that "the value exceeding its maximum length or precision." when running a Crystal Report, we recommend running the SQL Views & Widths Configuration utility to clear the error.  This can be found under the menu...

The Special Handling code can provide additional information for profiles or funds. Answer: Special Handling codes allow you to provide extra information about a Profile or Fund that applies to them when adding a particular transaction in FIMS. &...

I have a scanned document, how can I save that to a fund or a profile folder? Answer: Note: You have to have the Fund and Profile folders already created on your local server or in the S drive in Azure Cloud My Files first in order for fund an...

Several fields can be used in a check form. Answer: Valid Keys for Check: AcctName  AcctAddress1       AcctAddress2  AcctInfo  AcctRouting AcctCityStZip Address1     Address2    AmtInWord...

At the beginning of the year, one step that is frequently overlooked is the Set Automatic Number process.  As a result, the first grants that get created have the grant numbers associated with last year. How do I change the grant number to anot...

I have subtotaled data in Excel. How do I only copy the subtotal rows? Answer: If you've exported data from FIMS, opened it in Excel, and done subtotalling, you may want to copy just the subtotal lines to a new sheet.    After subtotal...

If your grants are numbered in such a way that the first four digits represent the year, you will need to set up a new Grant number on January 1st of each year (or the first day of your fiscal year if you so choose). Answer: To change your grant ...

Please explain the Amount Fields in the Pledge Payments Due Export. Answer: The Pledge Payments Due Export can be used to create reminder letters for Pledges.  The attached document explains what the different Amount fields are in the export...

I want to run a columnar financial statement, but the design statement is not available to select. Why? Answer: If your Statement doesn't appear in the Statement selection box of the Columnar Financial Statement Maintenance screen: Find the...

I would like to use the Pledge module, how can I turn that on? Answer: The Pledge module is an optional module for purchase. Please reach out to your Account Executive to purchase the module.

When a new fund record is created, and you've filled in the fund codes and saved the record, there is typically a message that pops up when it is saved, saying "Do you wish to create general ledger accounts for this fund now?"  If you choose "y...

I see this enable cash requirements option in system options.  What happens when I turn it on? Answer: When you turn the cash requirement option to yes and restart the Fund Module, the cash requirement field turns editable. However, modifyi...

I am missing the Asset Management Tab in the Funds Module.  How can I get it? Answer: This tab is an optional tab and needs to be turned on in system options. Go to Tools > System Utilities > System Options. Select Fun...

Do I have to click the Rebuild Target option every time I change my Fund Strategy? Answer: In Tools > System Utilities > System Options you can set the Asset_Mgt_Rebuild_Targets option in the Fund Section to automatically recalculate the Ta...

How do I use the System Option of Fundid in IdCode? Answer: This option will allow the Fund ID value to flow to the ID code field of the contact. When this feature is turned on, when you click the new button while on the contact tab in the fund ...

I have the name elements in separate Excel columns.  Can I combine them to form a complete name? Answer: In excel there is a function called concatenate that will take the contents of individual cells and merge them together.  You can a...

In the Fund Module on the Fund 1 tab, there is a box labeled principal access.  If I check that what will happen? Answer: The principal access box indicates whether the fund agreement allows for the principal balance to be invaded. Principa...

Export the anonymous field on the user defined gift export. Answer: If a Gift is marked anonymous then: User Defined Gift History Export: If exporting the Gift Acknowledgement fields, blank values are exported in place of the Acknowledgment field...

These fields are the fund comments from the Fund 2 tab in FIMS for each of the five possible funds on a gift. Answer: There is only one fund field that exports in the standard gift history export or the gift acknowledgment export and that is the ...

Recurring entries were designed to allow the user to set up standard entries to be processed each month. Answer: Recurring Entries were originally designed to allow the finance person to set up standard entries that could be processed every month...

The staff code field indicates what staff member is in charge of maintaining the relationship with the founders and fund representatives of the fund. Answer: The staff code found on the Fund 1 tab is typically used in medium to large foundations ...

The Fund 1 tab has a box labeled Endowment.  If I check it what will happen? Answer: In the Fund Module on the Fund 1 tab there is a check box labeled Endowment. This check box indicates whether the Fund is an Endowed Fund. Select the check ...

We save information in the large rectangle fields in the Fund Module.  Which ones are used in the standard exports? Answer: There is only one field that exports in the standard gift history export or the gift acknowledgment export and that i...

Right now the gifts receipts and transfer column adds together those values and other columns also combine elements.  How can I run the report so I can see the detail? Answer: Flex reports are fixed layout reports so there is no way you can ...

Checks can be printed with whichever date you choose.   Answer: Yes you can print a check with a date other than today on the check. When you click either the Print Check button on the individual Voucher or run the Print Check process from...

What are the tables being used in the FACTS module? Answer: There are only a few tables in the FACTS module. These hold the data created from the  autobuild initial funds value  process and the  monthly reconciliation  cycles...

How does this box impact my reporting?  Does the fund name list as anonymous? Answer: In the Fund Module, on the Fund 1 tab there is a box right below the fund sort name labeled Anonymous Grants.  If you check that box, when an app...

The accounts payable voucher import has many uses.   Answer: The Accounts Payable Voucher Import is a utility that allows you to automatically create Administrative Vouchers from an Excel CSV file. To use go to Accounts Payable > File Ma...

Over the years pools have closed and they are cluttering up the Pools tab.  How can I delete them? Answer: You  can delete a closed Pool, but this removes the information from the database and that is not advised. A better approach is...

The transaction type code can be changed on the transactions tab in the AP check reconcilliation area.  Answer: When transactions flow into the AP check transaction listing from journal entries, they do not have transaction types.  Occa...

There are various options to change the position, size, and font of fields on check forms. Answer: When working with frames, the first coordinates are the box ending ones (lower right) and the last ones are the starting ones (upper left) You C...

I need to make modifications to the staff code list I see when creating new contact records. We have several new employees and I see names of people that are no longer with us. How can I do this? Answer: If you go to File Maintenance > Profile...

I have multiple investment accounts that make up one pool in FIMS.  How do I show a transfer of money from one firm to another? I might close one investment account and move the assets to another. Answer: The usual way to handle this transit...

Credit card statements usually require detailed and complicated AP voucher entries.  Is it possible to import the statement into FIMS as an AP voucher? Answer: Yes you can import the statement into FIMS after some manipulation. Export or do...

One definition of inactive might be a lack of any gift or grant activity over specified amount of time. Answer: Every foundation has a different definition of what represents an inactive fund, but with the record exists fields available in the Fu...

I want to fix the NCOA addresses to be upper and lower cases instead of all caps. Can Excel assist with this process? Answer: If you can get the data into Excel you can use the "PROPER" function to change the data to have the first letter be upp...

I cancelled the wrong grant by mistake and I need to put it back the way it was.  How do I do this? Answer: Unfortunately there currently is no process for reversing cancellations. If there is correspondence or reports referring to this gra...

Since names and addresses are entered in mixed case, how do you get them capitalized if doing a bulk mailing? Answer: If you are using a bulk mailing service to send out a mailing of some nature or desire to use the bulk mail rate, it probably is...

The excel Proper function capitalizes the first letter in a text string and any other letters in text that follow any character other than a letter. It converts all other letters to lowercase letters. Answer: If you can get the data into excel yo...

I am pulling an export for internal use. Is there a way I can pull all profiles, regardless of the allow mail flag? Answer: Most exports are done for mailing purposes.  But if you are doing an export because you want to create a report by op...

I want to make the Checkbox on Affiliations Tab Labeled "Expand All" Remain Unchecked. Answer: There is currently no way to keep the Expand All box unchecked on the Affiliations tab.  You will need to uncheck it on each Profile you view if y...

We intend to use all the grant numbers in sequence, but when I run a report, some are missing. Answer: For purposes of this explanation, pretend that the missing grant number is grant #1. When you click on the new application button, a grant numb...

I am trying to find an affiliation code in the Affiliation tab in Profiles.  We have a lot of affiliations. Is there a way to do this? Answer: You can view the affiliation codes under File Maintenance > Profiles > Profile Code Maintena...

Creating a data grid that displays all profiles with specific affiliation codes. Answer: The example below explains how to copy the Default View in the Profile module to create a new one selected by Affiliation code.The same principals ...

Error Message: "Current view is optimized. Affiliation section is not available." Answer: If you are not able to select based on Affiliations in your data grid, it is because you must have the data grid set as a Full type (not Opt). To fix ...

My edit screen is filled with many funds that either don't have a spending policy or were retired last year or years earlier.  How do I make them disappear? I am getting Missing Fund Summary Record messages in the report- what does this mean? ...

In trying to post journal entries, I receive this error when I run the G/L Journal Entry Edit Report: **E Debits do not equal credits for fund "abc" in year 20xx" Answer: This is typically caused when you are making a manual journal entry to move...

I don't see a table listed as Vendor.  How can I create a datagrid in AP without those fields? Answer: The Grantee table is used for both Administrative Vendor and Grantee information.  There are separate tabs in FIMS labeled Vendor and...

There are two instances where FIMS will auto-build GL accounts.  One is when adding a new Fund.  The other is when using the Auto-Build G/L Accounts tool.  Answer: In order for the GL auto-build to work properly, the applicable Fun...

I am running donor letters. Is there a way to see the last gift date? Answer: The special donor export/listing report allows you to make a selection on many of the profile and donor fields that are in the gift history report.  However, ...

The  Natural Account is one of the many components of the full General Ledger Account Key.  Answer:  The usual components of the full General Ledger Account Key are: Division Class Type Sub-Type Fundid Natural Account Number...

I need a report that will show the last 3 years of consecutive donor giving, which report can I run to obtain this information? Answer: To obtain donor giving for the last 3 consecutive years, run the following report:    Reports > ...

In older versions of FIMS, a problem occurs if you try to void the check after making a grantee change to the grant. Answer: The issue occurs in versions of FIMS prior to FIMS 14. You cannot do a grantee change and then void a check.  You mu...

I see the letters VD in the journal entry description of my posted AP voucher, but I haven't voided any checks.  What does this mean? Answer: The VD characters that you see in a journal entry description are actually an abbreviation for the ...

I need a list of the codes in the fund division, class, type and subtype fields. Is there a report I can use? Answer: There are two ways to print out a list of codes for these four fields: Click on Reports > General Ledger > GL S...

I have a new distribution type I want to add to the drop-down in the Gift Module. I can't find the code table.  What is it called?  Answer: You cannot add another value to the Distribution Types.  These values are hard coded and ar...

Why do I receive errors when there is a blank vendor record in the Accounts Payable? Answer: If there is a blank vendor record on the vendor tab, then FIMS will display various error messages when opening the AP module.    To fix ...

FASB accounting requires accrual based accounting, but we are on a cash basis.  How does FIMS handle Cash basis accounting in the Accounts Payable Module? Answer: If the accrual flag is turned off in the System Initial Setup record, when you...

Sometimes when you use Spell Checker in FIMS, it appears to be hung up. Answer: If you use Spell Checker in FIMS and then it appears that FIMS is hung up, thus you couldn't click on the various suggestions, it is because the Spell Checker window ...

When data is entered in form fields and Printer Friendly View link is used, only the the labels of the fields are displayed. Answer: After entering data in a form, navigate to next page or use the Review My Application link first in order to save...

How are transaction-based Admin fees calculated? Answer: For gift transactions we are counting the number of gift history records where: Gift amount is greater than zero Adj-type is blank or "a" gift date falls within the from-thru period date...

I have many options in a combo box, but only five show without scrolling. Can this be increased? Answer: In FieldMaker there is a property associated with the number of lines to display in the combo-box drop down. This property is inner lines. &n...

Why do I receive errors when there is a blank student record in the Scholarship module? Answer: If there is a blank student record on the student tab, then FIMS will display various error messages when opening the Scholarship module.   &nbs...

We are considering using Gift Cards to facilitate our donors' ability to "give" others the opportunity to make a grant to a specific organization.  What are your suggestions for managing this in FIMS? Answer: Community foundations are beginn...

Error: Excel has detected app.txt is a SYLK file Answer: If you open an export from FIMS and get an SYLK error, try changing the file so that the idcode field is NOT in the first column.  This error will typically occur when exporting using ...

Development is interested in whether donors are giving to foundation funds that are not related to the donor.  Are they participating in other general fund raising activities? Answer: If the question is being asked about a single donor, then...

I created new FieldMaker fields. Is there a way to get the fill-in boxes to be the same size? Right now they are just slightly different. Answer: Yes there is a way to get boxes that are the same size.  On the layout tab, right click on a b...

A new staff person has just been hired and will be taking over the duties of someone who has left.  How do I easily give the new staff person the same permissions?  I would like the security set-up to be the same for them as it was for the...

Where in FIMS do we configure the way a date is displayed?  How do I change from American to European date formats? Answer: The date information is stored in the FIMS database in American mdy format.  However, with a line added to ...

A user or foundation default view will come up automatically when accessing a grid, if one is available. Otherwise, the regular default view will appear. Answer: There are three types of default data grid views used for look-up ( profile and...

Sometimes funds that have a zero dollar amount will get a small allocation due to a remaining unit value. Answer: Funds that have $0 market value but do retain a small unit value will suddenly be allocated realized gains for no apparent reason. ...

This article describes the limitations of using Character Large Object (CLOB) fields in FIMS when added using Fieldmaker. Answer: A CLOB (Character Large Object) is a data type that is intended to store large amounts of text data which can includ...

I checked the create debit memo box when voiding a grant check and this removed the payable. I still need to pay make a payment on this voucher. Can I cancel or unpost the debit memo? How do I get the Open Item back?  Answer: To reverse the ...

How do I make another module open automatically - like the profile module or the general ledger when I log in to FIMS? Answer: Setting a default module will allow this module to pop-up automatically when logging into FIMS. To select a default mo...

I need to print the form 1096 to go with the 1099s fr taxes. How can I do this? Answer: There is no means to print the 1096 transmittal form in FIMS to go along with the 1099s.  It will be necessary to type or write out the transmittal form ...

Follow the steps below to add or edit a bank account for your organization in FIMS.   Answer: To add a bank account. Go to the 1. Accounts Payable Module 2. Reconciliation Tab  3. Account tab 4. New (Top Left corner, under ...

After creating a payment item for a voucher and attempting to post the payment item, the errors occur. Also, the Payee on the edit report is not the same as the Payee on the voucher. Additionally, a third different payee is noted on the colored head...

When running the Fund Listing Report with the FieldMaker field +(fund)"field name" with a Yes parameter, the error occurs. Steps To Duplicate: 1. Go to Reports\Funds\Fund Listing and open the report to run 2. On the selections tab in the drop dow...

When attempting to adjust grants that were imported into FIMS from a third party system, the error: "This Application cannot be found in either unposted or posted AP. Most adjustments cannot be done on this application. The only changes allowed are ...

The Open File - Security Warning pops up each time I open FIMS requiring me to confirm to run it each time. How can I stop this? Answer: If you receive a dialog when you start FIMS asking you "Do you want to run this file?" followed by "Name: pro...

I don't see any macros for scholarships.  Can I use the grant macros instead? Answer: A scholarship letter can be saved with the grant macro by making some changes to header code on the document. In order to save a scholarship letter using ...

When I run my Application Edit report I am getting a warning : **W Fund in application does not match any in payment plan and this doesn't make sense.  When I look at the funds, they are matched.   Answer: When you create an Interfund A...

FIMS users are experiencing slowness and connectivity problems when opening FIMS initially for the first time in the morning. When clicking in the FIMS icon, nothing happens for 5-20 minutes.  It tends to vary from time to time. Answer: This...

I am getting Profile record not on file. (138) Answer: Go to the module that has the error and find the first blank profile and delete it 

One of the pools I have is moving over to the same manager as another investment and management has decided to merge them.  How do I do this? Answer: Althogh the process might be more complicated than the solution provided below, combining t...

I get errors when I am trying to run Graphical reports. How can I fix this? Answer: If you receive errors when trying to run Graphical Reports or when loading FIMS, the following procedure will likely resolve the issue: Right-click the FIMS icon...

When going to Accounts Payable\Reconciliation\Transactions and clicking the Edit Transaction button to edit the Date Reconciled date, the transaction date changes. Steps To Duplicate: 1. Go to Accounts Payable\Reconciliation\Transactions 2. Click...

I would like to close my checking account in the Reconciliation tab in Accounts Payable - .  Is there anything specific that needs to be done? Answer: First, confirm that your account is zeroed out.  Then select the Reconciliation tab i...

When attempting to print checks individually or together, the voucher is advanced by two numbers, the action shows Void and the Name shows (continuation of previous check). Steps To Duplicate: 1. Go to the Accounts Payable module\open items 2. At...

Is there a way to get the tickle screen back without logging back in again? Answer: When you log in to FIMS, the contacts that are set up as tickles ( or reminders) that belong to you and are "due" will be displayed in the Tickle Screen.  On...

When I process a regular gift the GL accounts default in.  When I process a paypal gift, I have to change the GL accounts.  How can I fix it so I don't have to keep changing the accounts? Answer: In FIMS, you can specify accounts based ...

This will explain how to link your matching GIFTS to the GIFTS module. Answer: There are several possible ways to handle this depending upon the optional modules you might have purchased. You can add the gift number of the matching gift to the g...

Negative admin payables are typically caused by the posting of a negative Voucher instead of a Debit Memo. Answer: If the negative payable was created in hope that it would combine with an outstanding payable for the same Vendor, it will need t...

Assigning/Determining the Contact Name When Adding a New Application Answer: When you add a new application, the profile that flows to the contact tab is the primary contact for the grantee ( the *'d contact on the contact person's tab). The add...

As of right now, there is no Salutation Auto-Build that allows for the "John and Jane Doe" format. You must manually update the Joint or Alternate Salutation in each profile in order to reference this. It is tedious to go back and update every profi...

Gifts received via PayPal can either be recorded as the full amount, or as the full amount less the PayPal fee. What is the best way to record credit card gifts where a fee is taken? Answer: Many organizations are now accepting Gifts through Pay...

If I only manage a few Pledges a year, it is probably not practical to have the Pledge module. So how can Pledges be managed without it? Answer: If you do not have the Pledge module because you only have a few Pledges to manage a year, you can en...

How do I capture information when a donor gives to a different cause outside of their usual fund? Answer: The best option is to use an additional purpose code. When a donor gives to their own fund record the gift as an "Addition to Own Fund". &nb...

I have a list of people in my datagrid.  Do I have to export the data or can I mail directly from the grid? Answer: If you have an email column in a data grid, you can right-click on a data grid and choose Email ( near or at the bottom ...

I need to change the date format in my letter to a different style.  How can I do that? Answer: The Date-Time Picture (\@) field switch  specifies the display of a date or time. This switch is called a "picture" switch because you use s...

Currently, I can only open one module at a time in FIMS. Is there a way I can have multiple modules open at the same time? Answer: To use multiple windows in FIMS follow these steps. Click on Tools > User Preferences Choose All Other Prefere...

If the current year beginning balances don't appear to update properly, you may need to set up automatic end of year closing. Answer: The automatic end of year closing option is turned on in Tools > System Utilities > System Options.  ...

A Pledge has been entered and posted in the Pledge Module. I've received a payment on the Pledge. I need to know where and how to enter it. Answer: Pledge payments are entered in the Gift Module. Go to the Gift Module and click the New...

No, you cannot suppress lines for funds with no calculation in the admin fee calculation report. Answer: You cannot suppress the lines. Historically admin fee calculations are scrutinized very carefully because the revenue received from fees supp...

I processed Admin Fees and chose the GL account as part of my selections. When the report runs,  the General Ledger Summary is using a different account from the one I selected.  How could this have changed? Answer: If the GL account in...

I don't understand all of the lines on the Check Reconciliation Report.  Could you please decipher it for me? Steps To Duplicate: The Accounts Payable reconciliation report is located in the Accounts Payable module\Reconciliation tab\process...

I am running the Committee Budget report. What does each section mean? Answer: When you run the Committee Budget report, there are 4 sections of the report. Beginning Grant Budget  - comes from the Budget column of the committee code table....

When running the Fund Statement Export I noticed the Exclude block text option on the Option tab.  If I check it, what will happen? When I open my fund statement export data file in Excel, my data acts very strange and I end up with it wrapping...

A gift was posted, but it should have been a pledge payment. Our system does not show this. How can I correct it?  Answer: If you posted a Gift that was a Pledge Payment but did not link it to the Pledge, follow the steps below to correct it...

The operating budget can be entered into FIMS in a number of different ways. Answer: There are several ways to enter in budgets from  the General Ledger. You can access the three methods: File Maintenance\Enter GL Budgets - best if you hav...

We are reviewing profiles in FIMS. What is the best way to mark them as under review? Answer: The easiest way to handle this situation is to create an affiliation code that will represent the profiles that are under review.  Once the af...

I am running the 1099 report but am missing vouchers. Why are they not appearing? Answer: If you have determined that some of the Vouchers are not showing up on your 1099 Vendor Report and know which ones are missing, follow these steps: Go...

Sometimes you will need to print the 1099's for only one tax ID, this can be done with the 1099 Vendor report. Answer: To print 1099's for just one tax-id, start by opening the 1099 Vendor Report w/Fund Information report. On the first screen yo...

Before a general ledger account can be added to funds, it must first be set up in the Master Chart of Accounts. Answer: Before you can add a new GL account to any Fund's individual chart of accounts, the GL account must exist in the Master Chart....

I see multiple instances of the grantee in my 990 report, why are they not totaled and displayed as one line? Answer: The multiple grantee lines are due to the IRS requirement that grant information contain detailed descriptive information for ea...

Some organizations have staff who contribute a charitable gift through their payroll. Answer: Payroll is usually charged and accounted for within the operating fund of the foundation.  If you record journal entries for your payroll you would...

An "Array fields cannot be changed using this program" error comes up when running Global Change. Why? Answer: The global change program can't be used to change array fields. It would be necessary to use a progress editor to make the changes. Fo...

We are a non-calendar foundation. How can we create a calendar statement that crosses fiscal years? Answer: Please refer to the attached document for the steps needed to create this statement. 

RBC-ACH is found on the check preprint report.  NACHA is a file format used by banks.  How are these used? Answer: RBC-ACH is a check export format that is available for Canadian foundations (RBC is Royal Bank of Canada).  The form...

How can I transfer book to a new pool? Answer: Steps to move both book and market, where book differs from market into a pool. 1.        Put in the journal entry to move the assets into the pool and post. 2.     &nb...

Only two reports use the Word executable path. Answer: The path to Word executable in System Initial Setup is only used in     Reports > General Ledger > Consolidated Financial Statements Export Reports > Grants > Donor Ad...

I have noticed that the last check number used doesn't always change.  Why is this? Answer: When you post checks through either the create payment item or the check printing process, the system checks to see if the check number just used is ...

How do I create new grantee status codes and assign them to grantees?  Answer: The Grantee status code values can be configured in File Maintenance > Grants > Grantee Code Maintenance > Grantee status. The Grantee status code can b...

We only need to include part of a voucher on a 1099. Is there a way we can do this in FIMS? Answer: If you need only part of a Voucher amount included on the 1099 Report: Check the 1099 box on the Voucher Go to the Vendor supertab and find...

There is not a canned FIMS report that includes Tax IDs, however you can create a very straight-forward data grid with that information.    Answer: The example below explains how to copy the Default View on the Ven...

The ODBC connection will successfully connect through the odbc data source administrator, but fails with the error "Failed to open the connection" when attempting to run the custom reports through FIMS Answer: This issue occurs because after the ...

Sometimes, when running Admin Fees, you will get a message that there is no accumulation Debit Account. Answer: What it typically means is that you checked off a box you shouldn't have  when setting up a new admin fee code. There is a new ra...

I need to use different form setups for the various boxes of my 1099. Answer: You can certainly change the form that displays in the report by: Tools > System Utilities > System Options Under Section: select AP Under Option: select Form1...

I want to make a data grid of all Saved Reports in FIMS. How can I do this? Answer: You can get a list of all the saved reports by using a Dynamic Data Grid for the RptSelect table. To do this: Go to the Inquiries menu  Choose Dynamic Data...

How do I get my AP checking account to balance if something I booked in one month processes through the bank in the previous month?  This frequently happens with payroll entries. Answer: This typically happens with automatic payroll. A year...

The profile 2 tab contains the more generic "partner" as a label.  Why is "spouse" still showing on the Salutation tab as a label? How do I change it? Answer: The left hand column field labels on the Salutation tab in Profiles are driven by ...

The Edit report is not a very tabular report and I would like to export a report of vouchers in Item Entry to an Excel spreadsheet. How would I do this?  I see nothing in the reports menu. Answer: There is no canned FIMS report that reports ...

I see that there is a graphical reporting option on the send to tab of many canned reports.  What does this output option allow? Answer: The Graphical Viewer output option is available starting in version 12.5 in many standard FIMS reports o...

I deleted a profile in error.  How do I get it back? How can I recover a profile I deleted by mistake?   Answer: There is no way to bring a deleted profile back. However, if the Test and Learn database still has the information you, ca...

I don't have access to the GL or to GL reporting, but it would be helpful to see how much money is in the checking account before processing grants.  Is there any way to do this without giving me GL access? Answer: There is a way to see the ...

You can add another directory to the macro coding in order to save documents to a sub-folder when running FIMS macros. Answer: When saving electronic documents through the use of macros to profile and fund folders, you can specify particular subf...

How do I use the Mass Fund Field Assignment utility? Answer: This utility speeds the addition of codes to Fund records. The code that you select will be automatically copied to each Fund that matches your selections. In the FundManagement module...

I am working on a new document in Word, but it is putting in a extra space between paragraphs. Is there a way to turn this off? Answer: To remove the extra spacing between paragraphs in Word: Go to the Home tab on the ribbon Find the Paragraph ...

I want to create or edit the User-Defined codes on the Profile 2 tab in the Profile module. Currently all I see is an empty space. Answer: You can add new User-Defined Codes by following these steps: Go to Tools > System U...

I'm looking for the number of profiles added for a specific date range.  Is there a report for that? Answer: The easiest thing to do is to run either the profile listing or the export to Word Processing.  In the selection tab, click th...

How do I use the Committee codes, add committee budgets and report the progress that grant committees make towards their annual budgets? Answer: First you would code the committee field on the various grants that will be reviewed by a committee...

I have many vendor records with a 1099 box of 0-None, can I do a mass update to change this value? Answer: All vendors created prior to the 12.80 update have the default 1099 box set to 0-None.  In order to mass change them to another numb...

After End of Year Processing Runs, there is a summary report.  What does -1 or -x created accounts mean? Answer: A message of  "-1 Accounts created" on the End of Year Closing process report could be caused by one of the following activ...

I have added a new account to the Master Chart.  When will it get added to existing and new funds? Answer: There are two instances where FIMS will automatically add GL accounts:  Add a new Fund.  Run the Mass Add/Delete tool.&nbs...

When I add selection criteria like staff code selections or date ranges to the datagrid I want to use on the Contact tab, the system ignores it. How can I filter my records so I only see those records? Steps To Duplicate: 1. Find a profile with m...

When I tried to post my applications I was prompted to rerun the Edit report.  Why? Answer: Sometimes the application edit report will need to be rerun before applications can be posted. The error message you get is "The system indicates tha...

What do I need to do in FACTS to add a new investment account?  We added a new broker to our pool. Answer: If you have an existing pool already set-up in FACTS and you are adding one or more additional investment accounts, it is a very simpl...

Is there any report I can use to export the content of the Notepad fields? We have entered lots of data on the various letters, but I see no way to print them from the screen.  Is there a way? Answer: The following reports have the abi...

A negative open item can be caused by several things. Answer: A negative in Open Items can be causes by several things: 1.A debit memo was created to correct a grant, but it wasn't linked properly to the voucher. 2.A debit memo was created when v...

If all of the grants you want to post are not included on the application edit report, there are several factors to check. Answer: If the Application Edit report is missing some of the applications you expected to process, check the following: 1...

The 1099 Adjust field will appear on the 1099 Vendor report in the amount column to the right of the Tax-ID. Answer: If you see a strange number in the amount column to the right of the Tax-ID on the  1099 Vendor Report and Forms , that is t...

On the Vendor tab there is a box labeled 1099 Adjustment.  You can use this box to adjust the amount that prints on the 1099 Vendor Report for a particular Vendor. Answer: Here are examples of when you might put an amount in this field: Whe...

I ran the committee budget report and I see a budget column filled with numbers I don't recognize or else they are all zeros.  I would like to change the values.  Where can I go to do this? Answer: The committee budget numbers come from...

I need to globally change a group of contact records to tickles and I don't find that field in the field list for the contact table. Answer: Global changes doesn't provide you with the option of changing fields that are the indexes or part of the...

If a grantee loses a check and receives a new check in its place, how do I account for it when they find and cash the original check as well as the replacement? I have now paid them twice for the same grant.   Answer: This situation frequent...

I need to change the button so that it points to the new time period for the fund statement. How can I do that? Answer: If you export and merge your Fund Statements to Word, you can use the Fund Statement button in the Fund Module to create one F...

My gift detail on the history tab for the fund doesn't seem to agree with the summary information.  How do I fix this?   Answer: If you look at the Gift Detail tab in the Fund module, those gifts should be summarized by GL Year on the S...

FIMS will create a second voucher if the checking accounts on the first and second line items do not match. Answer: You probably got a second voucher created ( possibly an "02" voucher), because the cash account on the new fund is different from ...

I currently do not have the profile aliases button visible on the profile1 tab. How do I get them? Profile aliases allow you to use abbreviated names for entries in FIMS. Answer: To enable Profile Aliases, do the following: Go to Tools>S...

When using the Print Checks process in Account Payable under the Open Items\Processes tab the error occurs. Answer: This can occur if the dates on the individual open items are in different fiscal periods from each other. To get rid of the error ...

I was running reports and found that I have the same GL natural account twice for the same year.  I noticed that the fund codes are different.  How do I get rid of the wrong one and keep the right one? Answer: Sometimes duplicate accoun...

We want to make edits to the style of text used on our checks. How can we do this? Answer: To change the font used instead of just bolding or italicizing, you can enter the name of any Windows font after the FN in the check form editor. Note that...

One way to check the numbers on the IRS 990 - Donor Schedule Report is to compare it to the Gift History Report. Answer: One of the best ways to double check the 990 Donor Report numbers is to run the Gift History Report. Select the Tr...

I am trying to add an affiliation code from an exported file utility in FIMS, but keep getting a "missing idcode" message. Why is this coming up? Answer: The file maintenance procedure: File Maintenance > Profiles > Add Affiliation from Exp...

I have an entry in my list of values that has a comma.  When I enter it into the list of values, it doesn't work right.  Why? Answer: The program sees the commas as the value dividers.  Thus, you cannot use commas in the combo bo...

Is there a way to adjust gifts and pledges without posting to the GL? Answer: You may find in some situations that you would like to make adjustments to gifts and pledges and not have those changes posted to the GL. In order to do that follow the...

I have paid an admin voucher and the check date is correct, but the voucher (expense) date is incorrect, and has been posted through to the GL.  Can this be fixed? Answer: There is no admin voucher date fix, however there are a couple of way...

When attempting to run Crystal Reports from within FIMS, the error "The Module[fims path]\ODBC\Crystal\Bin\craxdrt.dll" was loaded but the call to DllRegisterSErver failed with error code 0x80040152" takes place however Crystal Reports runs correctl...

The Export to Word Processing and the Affiliations by Profile report will display all affiliation codes associated with a profile. Answer: If you wanted to see ALL affiliation codes assigned to a profile you could use the Export to Word Processin...

Checking the boxes on the 1099 vouchers is required in order to use the box type feature in AP for printing forms.  It is not required if you have a simple 1099 set-up and use only one box. Answer: Checking the 1099 boxes on all Vouchers tha...

The G/L Account Mass Add/Delete tool will only add or remove the specified account from funds whose class is assigned in the Master Chart. Answer: When using the G/L Account Mass Add/Delete tool,  the appropriate Fund Class(es) also have to ...

Accounts that are not showing up could be missing the date opened. Answer: When you run the YTD reconciliation report in FACTS, if some of the Investment Account reconciliations are missing from the report, you might want to check to see if the D...

Running the journal entry report periodically for all years is a good practice.  Occasionally journal entries become misplaced or forgotten.  When you perform various adjustments in the system you might use apply dates that are not in...

Can I somehow configure the labels that generate in the FIMS Profile report “Address Listing w/Labels and Email”? I would prefer that they not include the Title field. Answer: The Address Listing w/Labels and Email report is a canned or fixed rep...

In the Fund module on the Fund 1 tab, I see a grayed out field labeled G/L Fundid.  What is this used for?  Should I be using it? Answer: The G/L Fund ID is used in rare instances where you wish to have multiple funds in the outer modu...

After merging my letters in Word, blank lines are appearing when there is no information is display. How can I remove these? Answer: When merging a document, Word may not suppress blank lines, for example, in the address block. You can change the...

When running or exporting a Columnar Financial report the error, 'Array subscript 24 is out of range. (26) shows in the displayed results and the export. Answer: This occurs if there are more than 16 rows or columns in the statement. To verify ho...

I have a field in a datagrid and the text truncates . Is there a way to export the entire contents of the field? Answer: The text in a datagrid display and in the ensuing report will truncate to 255 characters, but if you use the export option, t...

I want to be able to see the available to spend amount on my datagrid.  Can I add it as a column? Answer: You can add the current available to spend dollar value for a fund to a data grid. It will be necessary to have the fund table as part ...

How can I create a listing of funds that were active as of a specific date? Answer: To get a list of funds that were active as of a specific date you can use the Fund Listing report. In this example we will pull a listing of all funds active in...

We entered the wrong fundid on a pledge and posted it.  How do we change the fundid? Answer: To change the fundid on a posted pledge you would: Find the pledge in Pledge History Click Adjust Pledge and choose the appropriate adjustment dat...

When attempting to report on Spending Policy Code, the information is not populating in the data grid for reporting Answer: In order to pull the information for the Spending Policy Code, verify that the field "polcode" is included within the Fund...

When running the fund statement or the fund statement export, one fund is being excluded from the report. The fund matches all of the selections in the criteria for the report, why is it not exporting out? Answer: This is due to the Allow Mail ch...

When Attempting to Delete an Adjusted Gift in Un-posted Gifts, the error "Part of the Adjustment has Already been Posted. Cannot Delete Adjustment" occurs. Answer: The adjustment will not be able to be deleted, you will need to make any changes ...

Usually the number in the grid section on the fund balance tab equals the ATS value above the grid, but right now it doesn't.  How do I find out what is causing the variance? Answer: Variances between the calculated Available to Spend ( the ...

What do the foundation and deductibility codes in the MicroEdge Tax Status Plus mean and where do they come from? Answer: The information in MicroEdge Tax Status Plus is pulled from IRS Business Master File. For more information on this see arti...

There is a System Option titled Allow Blank Codes in the Fund section. What happens if I choose Yes vs. No? Answer: The Allow Blank Code system option can be set in Tools > System Utilities > System Options: When the system option is...

I posted a grant as Denied\Withdrawn and it should have been approved.  Can I adjust it? We got a funder for a grant that had been denied, how do I now approve it? Answer: Unfortunately, once a grant has been posted as Denied or Withdrawn it...

I am needing to add a new account type code in FIMS, how can this be done? Answer: In order to add a new account type in FIMS, you will need to do the following: From any module in FIMS, got to Tools>System Utilities>Admin Utilities>Acc...

When viewing a grant application in the grant module this error will appear, and also it is noted that these grants do not appear on grant history reports that are run. Answer:

How do I enter a pledge payment when a spouse sends a gift in as payment on the other spouse's Pledge, or a law firm makes a payment on the senior partner's behalf? Answer: It is easy to process a pledge payment for someone else's pledge. &n...

I exported the IRS 990 Grantee information, but the name and address are in one field. Is there a way to see this information in separate columns? Answer: If you have run the IRS 990 Grantee Schedule report to a spreadsheet and opened it in Excel...

The affiliation code column in the export contains no values. Answer: You are probably getting a blank column because you included no affiliations in the affiliation tab of the report set-up.   The affiliation code column in the user defi...

The Cash requirement fields on the Fund 1 tab are grayed out and I can not change them. Why is this? Answer: There are two different ways to update this field depending on your end goal. The easiest and generally most correct way to do this...

Under what circumstances would I want to group profiles?  What reports are available for Profile Groups? Answer: Profile Grouping Benefits: Allows better management of nearly duplicate Profiles in FIMS. For example, if a couple gives tog...

I received this error when running Asset Rebalancing: Error: Value -xxx,xxx.xx cannot be displayed using ->>9.99% (74)? or Fund Target tab displays ?????? in the Current Percentage column Answer: Typically when there is a display error of ...

My FieldMaker commit showed as successful, yet my new tab is not there or is not updated with the new layout. Answer: Starting in FIMS 14.0, any field names, labels, or screen codes using '&' will not successfully update even though the commi...

When going to open items and viewing the voucher, it is noted that there is a question mark for the amount rather than the amount, this cannot be edited nor can the voucher be deleted. Steps To Duplicate: 1. Go to Accounts Payable\Open Items 2.&n...

When searching for accounts in General Ledger using the Fund ID the accounts for that fund will appear in the data grid, however if further defining by the account number the user will be taken to another set of accounts and not any pertaining to th...

I have a posted grant and gift that should have been an Interfund transfer.  Is there any way to change them to an Interfund? Answer: Once the grant and gift have been posted, they can not be changed to an Interfund.  If the application...

Supporting Organizations need their finances to be segregated from those of the primary organization. But sometimes their assets are comingled with the primary foundation.  How do you maintain the split? Answer: Supporting Organizations are...

I have created an ACH Account for a vendor record.  There was originally a different account for this vendor, however we marked it as Inactive and designated the new one as Active.  When I run the ACH Export in check processing, the export...

When creating a data grid with funds with Grant Sum History for a year range that have Number of Grants = 0, some rows show a question mark in several of the columns. Steps To Duplicate: 1. Go into the fund module and create a new data grid. 2....

Message Max Users are Logged in when Attempting to Log into FIMS even when no users are logged in occurs. Answer: This can be resolved for self-hosted clients by stopping and re-starting the database. If you are hosted in Azure Cloud and have thi...

When attempting to move or edit a layout item, the item does not appear in the layout item drop down menu to be selected and it is noted that the layout item has the same prefix as another item, for example Text-1. Answer: The solution to this I ...

You can create multiple columns or rows in a pivot table to handle multiple descriptions. Answer: To have multiple columns:  Click in one of the cells of your pivot table Click your right mouse button and select Pivot table Options in the ...

An interfund Transfer is one way of moving money from one fund to another. Answer: The term Interfund is used to describe transactions in which assets move between two funds within the organization. If one funds awards grant dollars to another, t...

When you auto launch single statements in FIMS, sometimes the WORD window is missing the toolbar ribbon. Answer: When you click the scroll button to create a single fund statement using the defaults settings, Microsoft WORD will open with the mer...

The distribution records ACH information does not get updated with the profile ACH information. Answer: If the distribution record is created before the ACH info is added to the profile it does not update existing distribution records. You would ...

You have received the following error message when working in FIMS "Corrupt block detected when reading from database. (4229)" Answer: In FIMS, click on the menu: Tools > System Utilities > Admin Utilities > DB Health Audit This checks t...

In the gift module, after entering the FUND ID (of the fund that is receiving the gift), the General Ledger tab auto-fills the general ledger accounts debit/credit to which the gift will be posted. Is there a table where we set up what accounts auto...

FIMS will allow you to delete funds if there has been no activity posted. Answer: If you have not posted any activity to the fund, nor posted any journal entries or added initial balances, you can delete the Fund. Run Purge unused GL accounts fo...

How do I run a report that will show me the latest gift for a fund? Answer: There is no most recent gift or grant report in any of the standard reports.  You can manipulate the data in excel to create a report. Run either the grant or gift ...

I have posted a grant refund with the wrong date. Can I change the refund date?  Answer: 1. Sign on as NPO 2. Go to the Grants Module, Application History Tab 3. Payment Plan Tab 4. Click on the line with the adjustment\refund to high...

No matter which salutation I choose from the mailing tab,  I keep getting the default salutation.   Even though I select Business address, I am getting the address on Profile 1, not the alternate address. Why? Answer: When running the U...

I need to rename the required items on the Grantee tab. How do I do this?  Answer: These items can indeed be renamed. Go to Tools > System Utilities > System Initial Setup. Click on the Gifts & Grants tab. There you can rename the ...

I have a CSV file with the correct fields mapped using the AP Voucher Import tool. If I want to import a voucher to be paid from a GL Sub Account, how do I adjust the CSV Upload and/or import map to effectively do so? Answer: On the V...

When running reports using Graphical Viewer we are unable to change the reports page orientation from Landscape to Portrait or vise versa.  Steps To Duplicate: Run any report that supports graphical viewer  Go to the Send To tab Sel...

When a scholarship check prints, sometimes the Student ID will not be displayed in the description area Scholarship\Last name, First name ID #. Answer: This is caused by the ID # being missing from the Program Name description field of the schola...

When attempting to post administrative fees from the fund module\Processes tab, the error "Operating Fund record is missing, please check System Control Record" occurs. Steps To Duplicate: 1. Go to the Fund Module 2.  Select a Fund in the li...

When a payment is voided in Accounts Payable, the cash accounts is changed from what the original payment was resulting in the General Ledger being off balance. Steps To Duplicate: 1. Go to Accounts Payable\Payments 2. Find the payment in questio...

When attempting to print grant checks the error "No Checks Selected for Printing" will occur even if the check is included in the batch of checks to be printed. Answer: This occurs when the Payee ID is different from the grantee and if the payee ...

 I have dormant profiles and I tried to delete them with the Dormant Profiles report but received this message. Answer: This is caused by you not having permissions to the file location it's trying to run the report/process.  To chang...

I am running the Grant Cancel/Refunds report and I notice that it only displays results for fully cancelled or refunded grants. I need a report that will show partially cancelled or refunded grants, how can I do that? Answer: In order to report...

We made a charge on a credit card, and want to make it to a grant.  How would I do that? Answer: This can be accomplished by using a unique Accounts Payable account in place of the Cash GL account in the Cash field of the Grant.  When t...

Is there an easy way to copy an interfund? I am doing a number of interfunds that will only have a few changes on each one. I would like an easier way to do this instead of entering all the information multiple times.      Answ...

Additionally the following errors will also occur: "Unable to update Additional Information Field. (142)" after clicking ok the following occurs,  "Attempt to update adm-tt-first-enabled-table record data exceeding 32000. (12370)" When clicking...

The individual gifts are over $5000 so they should appear on the 990 donor schedule and they are not.  Why? Answer: The 990 donor schedule aggregates the gifts by idcode and compares the aggregate to the value entered in the set-up screen. &...

I can see the codes on the screen.  How do I get a printed list of the code? Answer: Each code table in FIMS can be printed: Click on Reports > FIMS Code Listings. Select Fund as the Module at the top. Then holding your Ctrl ...

I voided the check using the original check date and I should have used today's date.  How to I make a correction? Answer: There is no way to directly change the check void date, but fixing the dates is still possible.  You need to unvo...

We have foreign names that occasionally need to be entered into the first or last name fields in the profile or fund module.  They aren't letters on the keyboard.  How do I enter them? Answer: The easiest way to enter a special characte...

How can I print out the information on the grantee contact person's tab? Answer: The Grantee Contact Person tab information is actually stored in the Relationship table. Most foundations have a relationship type of "GC" that indicates a grantee c...

When importing scholarships for existing students, the institution ID in the import is not being updated on the student record, only the application. Steps To Duplicate: 1. Go to File Maintenance\Scholarship Import 2. Map all fields needed along ...

When attempting to import grants, the error "Unable to Establish Connection to the WebServer. scGetList Function cancelled" can occur. Steps To Duplicate: 1. Go to the Grants Module  2. Click on the Import Grants icon on the top which is a ...

Funds in a FACTS pool have both a Unit and a dollar value. Answer: Every unit any Fund owns in the Pool has the same value, but Funds own different numbers of units.  The number of units a Fund has is based on the dollar value they have in t...

I have several funds that have negative balances in the pool.  They seem to be incurring losses driving them further negative.  Can I exclude them from the FACTS allocation? Answer: FACTS was not designed to allow you to pick and choose...

When using the Export Grant Information Export the grantee's organization name does not output in the export even though on the grantee profile there is an organization name. This occurs when exporting historical grant applications that were origina...

I have a question from a donor and I don't know where to go to answer how their fees are calculated. Answer: The admin fee process is run in the Fund > Processes > Edit and Post Administrative Fee utility using the parameters set up in the ...

I posted a gift and it shows in the gift history, but it doesn't show in the General Ledger.  What could have caused this? Answer: When you post a Gift, FIMS moves the information to Gift History and creates a G/L Journal entry for the Gift ...

My Fund holder wants to send thank you notes to everyone who contributed to their fund last year.  What is the best way to get a list of donors? Answer: Option 1- The easiest and most straightforward, but perhaps the slowest to run: The ...

In order for AP vouchers to automatically be created when you post a Grant from the Grants and Grantee Module, you will need to make the interface between the two modules active. Answer: Steps to activate the interface from Grantee and Grant Mana...

When you choose the evaluation method of ending balances- trailing quarters #8, the ending period isn't used, however depending on what buttons you clicked or choices you made before you chose the Evaluation option, the ending period might appear in...

The training documentation explains that you can verify the tax status of a more than one grantee by selecting the process in the datagrid processes list, but when I try that, only the first line is verified.  Am I doing something wrong? Answ...

Normally when I run a fund balance report I get messages that tell me which GL accounts are causing a problem.  I am not.  All I get is an above fund off by $xxxx message. How can I find out what the problem is? Answer: A trial balance ...

When running a custom Crystal report, the error "Failed to retrieve data from the database. Details: [Database Vendor Code: -210074] ." can occur. Steps To Duplicate: 1. Go to Custom and select the Crystal report to run 2. Enter in any need...

Most of our funds operate on a calendar year basis, but we have a few funds that use a July-June fiscal year. Can we/How do we create statements for them? We are currently using the Fund Statement Designer in FIMS for our statements.  Answer:...

When launching FIMS I get the message "FIMS .Net Assemblies Configuration was Updated on this Workstation. Please ReStart FIMS to Apply these Configuration changes" occurs. How do I fix this?  Answer: To resolve this, close FIMS, then right...

I need to un-post the last AP checking reconciliation that I did, how can I do that? For example, I need to un-post it to print the reconciliation report. Answer: 1. Go to Tools > System Utilities > Admin Utilities > Finance Utilites>...

I need to create an electronic 1099 from FIMS to submit to the IRS FIRE system, how can I set this up and create these forms from FIMS? Answer: To create electronic forms to be used to upload to the IRS FIRE site, complete the following steps: 1...

After submitting a 1099 to the IRS website, the following error results are returned: Your 'T' record contains incorrect/incomplete information in positions 304-358. Each of the following fields must contain valid information: Contact Name (304-34...

I don't want to cause my funds to go underwater.  How can I compare my new spending calculation to the fund balances? Answer: When you calculate your spending policy, you have an option to export the quarterly balances.  Along with the ...

 I would like a report of the ending Fund Balances for all my funds for the last four years, how can I do that? Answer: Please refer to the attached document for the steps needed to create fund statements that cross fiscal years.

When importing grants in the Grant Import using data coming from Gifts Online tool the error, The value is too large for the field occurs. This occurs for multiple fields in the import even if the csv file is mapped correctly to each field in t...

I used the wrong expense account in my admin voucher.  How do I fix it? Answer: Most AP reporting involves only reporting on outstanding items or on who the check was paid to.  As a result, you have three main choices on how to fix an a...

When importing grants using the grant import, the primary payee contact on the grantee record is not being populated on the grant application, instead the information from the profile 1 tab of the grantee is being populated on the grant application....

We just changed banks and I have a new GL account for my checking account.  My admin fees are still posting against the old account.  Where do I go to fix that? Answer: The account numbers used in the admin fee process are managed in th...

I need to add fees to gifts, how can I do that? Answer:  To record a gift that has fees associated with it, such as a credit card gift or gift received from an online donation do the following: Enter the gross amount into the Gift Am...

I have an old gift or other transaction that I need to get into FIMS, but because it is older I do not want GL to be affected. How can I enter in a gift or other transaction without GL being affected? Answer: To 'post' gifts and other older trans...

I am trying to reconcile FACTS and I see that transactions are missing out of the pool, how can I get them back into the pool on the transactions tab? Answer: The Restore FACTs transactions tool can be run to restore missing transactions back int...

When updating a saved report and checking the checkbox for Totals Only on the Sorting tab, the checkbox gets checked for other saved reports that previously did not have the checkbox checked. It is expected that if this checkbox is checked and the s...

After an upgrade, the links to different feature such as Reports are not working. When the links are clicked nothing happens. Answer: To resolve this, do the following:    1. Launch FIMS  2. Press Alt-F10 at the Database Sel...

When compiling FIMS, the following errors can occur:    Error: ** Error Compiling l:\npo\found\fims\custom\fm\50717\sfm_appl.w ** Error=** More than 12288 characters in a single statement--use -inp parm. (135)   Answer: Change t...

After uploading a 1099 to the IRS website, the error "1 'T' Record has a Transmitter Control Code (TCC) in Positions 16-20 that is Different than the TCC you were Prompted for on the Screen when you uploaded the file. Refer to Publication 1220 or c...

I am creating a new dummy fund for which I just assigned a Fund Class and nothing else since nothing else is needed. When I run the Auto-Build GL Accounts tool the Message,  Division Code or Sub-Type is Blank for Fund. Accounts not Created for ...

When launching FIMS directly on the server a Windows installer window opens attempting to upgrade even though the upgrade was just done. Answer: This most likely is caused due to an incorrect step taken during the original upgrade causing the Wi...

When the running the AP or Grant edit reports in order to post AP or grants the error occurs after an upgrade. This will also occur for any report that has the selection, sorting, send to or report layout tabs. Answer: To resolve this, do th...

How do I get the Tax ID numbers for vendors to show up on a report so that I can export them? Answer: What you want to do is create a data grid on Vendor tab in AP. Make the type "full" and choose Grantee,Profile table combo. Enter the columns yo...

I have corrected the grant in the Grants Module and the Grant reporting is now correct, but the General Ledger still shows the payable and expense in the wrong year. Answer: When you do a Grant Date Correction it will correct the date on the gran...

When going to the Giving History on profile and clicking on the soft credits radial button, the gifts are not listed in chronological order nor are they able to be sorted by the user. Answer: Soft Credits are not able to be sorted by the use...

When posting an interfund grant through the interfund module, the following error can occur, "**E Invalid Grant Interfund Acct (C111FundName) -Acct () not on Master Chart Answer: This occurs for one of two reasons: 1. The interfund GL accounts f...

When running a report how can I exclude ones that have invalid address? When you run for example a gift history report the invalid address is not an available choice.  Answer: The only way to do this is to create an affiliation and attach it...

When voiding a scholarship payment, it is voided to the wrong cash account. The check was printed on the correct check stock and came out of the correct bank when it was cashed, however, in FIMS it shows the wrong cash account. Steps To Duplicate:...

When upgrading FIMS using the setup.exe, the error Error: (drive letter)\npo\found\fims is not a valid install directory. Install failed. occurs. This occurs when re-installing after having previously used the Remove option to un-install FIMS. ...

When going to Profiles\File Maintenance\Profile Code Maintenance\Affiliation and marking the desired affiliation codes temporary and then going to File Maintenance\Delete Temporary Affiliation Codes, the affiliation codes do initially disappear on t...

When running a FIMS process, a user may receive an error message advising they are already accessing the process. They cannot move forward with the process. Example of the Error message: Answer: To resolve this error: On the FIMS Menu... Cho...

When going to Accounts Payable and opening a admin voucher to create a payment item for it, the Create Debit memo, Create Payment Item, and Print Check Buttons are all Grayed out. This only occurs for any subsequent vouchers that are opened. When fi...

When going to Grants > File Maintenance for Grants\Recurring Grants from Fund Distributions and clicking the Application Defaults button the error occurs. Steps To Duplicate: 1. Go to Grants > File Maintenance for Grants\Rec...

I just wrote out a manual check.  How do I record this in FIMS?  We just wired money instead of writing a check.  How do I record an ACH payment? Answer: Once you have recorded and processed a grant or admin voucher and it is ready...

I forgot to enter the batch number on my gifts.  The batch field is grayed out in history.  How can I change it? Answer: Since the batch value is not editable on a posted gift, it will be necessary to use the global change process to ch...

I changed my fund balance structure and in the new year, investment returns should flow to the net investment fund balance but they keep changing and are flowing to the available to spend.  I have to keep changing them.  Why?   Answ...

I have created a batch of GL journal entries from Journal History, but I would like to change some of the entries before posting.  How would I accomplish that? Answer: If have created your entries through the Automatic Entries tab in the Gen...

When doing the application history export with fund rep and merging into Microsoft Word and then running the SaveGrantLettersFundID macro, the following error can occur, " Run-Time Error 5152 This is not a Valid File Name. Try one or more of th...

When printing a check with multiple vouchers instead of being just on one check, the check stub lines will flow over onto other checks thus taking up many checks instead of being printed on just one. Answer: This is due to the description lines f...

When using the tool located in File Maintenance > GL  Journal Import the error  **E  - Row # "Row Number" - No Matching Fund - "Fund Name" will occur even if the Fund does exist in FIMS. Steps To Duplicate: 1. Go to File Maint...

We need another fund class and I don't know where to add a new one to the drop down. Why aren't my GL accounts flowing in when I add a new gift? Answer: Fund class codes are maintained in File Maintenance > Funds > Fund Code Maintenance >...

How do I make changes to balances and fix entries in FACTS? Answer: FACTS is a module that is used to reconcile your investment accounts, perhaps your checking accounts and your pools.  The balances in these accounts are affected by journal ...

I'm able to open the FieldMaker Configuration item from the FIMS menu but once the window opens I get an access denied message. Answer: You need to right click on the tabs within the Fieldmaker Configuration window and make sure your FIMS user is...

When printing the YTD General Ledger report or the YTD Reconciliation report the numerical figure on the far right wraps the last digit to the next line all the way to the left of the report. On the screen, the data appears to be correct and does no...

When opening a voucher in AP Open Items and changing the Payee to a school, the due\invoice date changes from the original date to the date of a previous voucher. This occurs when using the Grant module to pay scholarships for clients who ...

I accidentally posted a Grant/Scholarship as Denied when it should have been Approved. Can I reverse or update the status so I can process it as normal?  Answer: Unfortunately, no. Once a Grant or Scholarship has been posted as Denied there ...

I changed the name on the profile, but the student record name is not updating with those changes, how can I fix this? Answer: Changes on the student profile are triggered by changes on the sort name of the profile. Sometimes when you make the i...

I accidentally created a journal entry with a year of 9797, when I go to GL I do not see if in Journal Entry of course because I do not have any GL accounts created for that year, but when I run a journal entry edit report I see the unpost...

When I run our fund statements, I am getting this error: No Tran-fund record is available. (91). What does it mean and how do I correct it?  Answer: These errors are usually produced by funds that had Interfund transfers in the statement per...

Trying to make a new pledge, when you click the New Pledge button it gives an error saying "New pledge next key pledge.pledgeNum() is not available" for gui/system/keyNum.p. Then FIMS completely restarts itself. Answer: If you haven't used the Pl...

Error: Create row for application failed. 0 grant applications created when clicking on "Create Unposted Grant Applications" when processing Recurring Grants from Fund Distributions.  Answer: This issue is addressed in FIMS 14.70

When attempting to print checks the error, "Could not load DLL procedure XPRINT.DLL (3258)" can occur. Answer: To resolve do the following: 1. Go to the FIMS icon on the desktop- right click on it and select properties. Make sure the Start ...

When exporting check information from Accounts Payable for ACH payments to send to the bank, the ACH account number for the one check is being populated into the ACH-Account column for the row directly beneath it even though that record has no ACH i...

When launching FIMS the user receives one of the following errors, typically these occur after upgrades: **CRC for Profile does not match CRC in gui/profiles/f-pro.w. Try recompiling. (1896) **CRC for Grant does not match CRC in gui/grants/f-pro.w....

When importing grants from DonorCentral into FIMS two payment lines are created on the application. Steps To Duplicate: 1. Go to the Grant module 2. Click on the Import Grant button on the top right side which looks like a heart with a blue lette...

Although I am selecting both subtotal and totals only when running a report, I am still getting all the detail- why? Answer: If you want to display only the subtotal and total lines in a report, you can select the sort field on the sorting tab...

When uploading a 1099 misc form to the IRS website, the error "Your File does not Contain a Complete Set of T A B C and F Records or the data is not Information Returns. The file that you are sending to us must begin with a T record". Answer: Thi...

How do I move some journal entries that I posted to a different date?   We posted year end accrual entries.  How do I reverse them? I made an error when calculating some entries and I need to redo them.  How do I get rid of them now t...

Text fields in the Fund module can have various uses. Answer: Fund module text fields suggested uses:   Comments    This is the only field in the fund module that will be included on the Gift Acknowledgement Export and the Gift H...

How can I get a list of grants with zero due? How can I get a list of fully paid grants? How can I get a list of grants and the amount paid? How can I get a list of grants and the amount due? Answer: FIMS does not have a field for tracking the...

I need to run a report to include Fund Sub Type,  but need to get the mailing addresses of the individuals associated with the funds to run letter and envelopes.  How can I do this? Answer: You will need to run the  Fund Representa...

When the User Permissions Report is run, the following permissions are listed, however, they are not seen in Menu Security in order to be permissioned: NPO Utilities,,Rebuild Alpha Sort Fields NPO Utilities,,Salutation Build Processes,GLAuto,Delete...

I have retired funds showing on my trial balance, how can I get rid of those on the report? Answer: Make sure that the GL accounts for the fund are inactive and that the Q1, Q2, Q3 accounts are deleted for the year you are reporting in. Note tha...

We have special gift acknowledgement language entered in the Fund Module on Fund 2 tab and that language is not pulling when we select the acknowledgement code. How can we add that to the gift acknowledgement process? Answer: Because the field i...

I recently changed the fund class code for a fund, but I only changed it in the current year.  Now when I want to change the cash account on an older grant from this fund in AP history, the GL account is not showing as available. Answer: If ...

My GL reconciliation to outer module report is showing a variance in the gift revenue section.  I know it has to do with the pledges.  What did I do wrong? Answer: When the report calculates the various sections it only looks at the pos...

Fund data grid and certain reports are limited subtypes to 1 digit even though there is actually 2 Steps To Duplicate: Open the fund module and look at the fund and look at the fund type it only shows one digit on everything. This is also the sam...

When running the Special Donor Report the report pulls total gifts which is gifts plus non-gifts. The report will pick up donors with less than the specified amount in actual gifts if they have non-gifts that push the total over the specified amount...

When a gift to a FUND ID that starts with a number, these gifts are excluded from the IRS 990 Donor Report. Steps To Duplicate: 1. Go to Reports\Gifts\Donor Reports\IRS 990 Donor Schedule 2. Run the report for the date range, amounts and other fi...

I have a scholarship that I need to make changes to, how can I do that?   Answer: If you need to:  cancel or refund a scholarship  change the amount, fund or payment date for a posted but not yet paid scholarship, follow the bel...

When selecting a Macro to run in Microsoft Word during a word merge, the error will appear and Word will stop working. You may see this error occur: Error: "APPCRASH: WINWORD.EXE Fault Module Name: mso.dll" when running a Macro in Word during Word...

When printing checks, the auto signature does not print on the checks or only prints on the first check and not the rest. Answer: 1. Re-install the driver for the printer on the computer for user who is printing checks who is experiencing th...

When upgrading FIMS, the following compile error occurs: Answer: That is not a file we deliver in FIMS and this file can be deleted Steps to resolve Delete the 'd-grtimpOrig.w' file from fims\gui\Imports folder Go to Tools\System U...

When clicking on a module, the message, "No views are available for you in this module" occurs along with potentially the following in other modules: 1. 'Requested Table Gift does not match tables in Send-Records in procedure gui/gifts/b-gift-...

How do I determine the number of donors since the inception of our foundation? Answer: There are probably many more ways to get a count of your donors.  Here are just a few: If you are looking for just a count, then Profiles > Reports &g...

How does the FIMS AP next check number work? I select my check range from the drop-down menu and I’d like to have it assign the next check number but the one it assigns is not the next check number. Is there a setting I can enter to start the next c...

When running a fund statement export the dates on the export are not correct. Answer: This can be caused by the date format on the computer being something other than Month\Day\Year such as with European and Canadian settings. When the date forma...

When installing FIMS on your local server this message can populate due to firewall or security software. Answer: Temporarily disable firewall or security software to install.

When creating a new profile, the prefix is automatically added to the report name. Is there a way to turn this off? Steps To Duplicate: 1. Go to the Profile module 2. On the top right, the 5th button over from the left, click on the New Profile b...

This is a situation that may occur when running through a FIMS upgrade.  In the Procedure Editor, typing in “RUN tools\upfims.p 'compile' ” and hitting F1.  It fails to do anything. Answer: There should only be one fimsver.i file and t...

How to change or update GL account codes, descriptions, or types when the current information is incorrect or needs updated Answer: To make changes to the GL Account's Description and Type, Go to File Maintenance > General Ledger > Master C...

I am trying to send an email from FIMS through Outlook. I have a new computer. I keep getting this Error message: "Either there is no default mail client or the current mail client cannot fulfill the messaging request". How do I fix this?  An...

When updating and saving Foundation code in the tax information of the grantee profile, user is unable to save changes and receives error "Invalid Foundation Code--please retry" Answer: The selections for Foundation Codes are maintained in Fi...

We have so many choices for some of our codes and when we click the drop-down I see so many choices of values we no longer use.  Can I get rid of them? Answer: When you mark a code inactive you are only removing the code from the look-up lis...

I entered the grant with the wrong fundid and now I can't seem to change it.  How can I change the fund id? Answer: When you enter an application, you will typically enter in the grantee id and perhaps the grant date and amount and then you ...

I was able to change the description for an asset strategy code, however, I do not see a way to change the actual code value. Is there a way to do that? Steps To Duplicate: 1. Go to File Maintenance\Funds\Fund Code Maintenance\Asset Strategy 2. C...

The proposed profile names for my import make no sense.  They are nowhere near the same.  Why is this?  Is it dup checking broken? How does the dupchk option in the imports work? Answer: The dupchk option ( duplicate checking) on t...

When viewing the counts on the Grant Analysis by Fund Report it is noted that the counts included scheduled payments on the grants rather than just the grants themselves which makes the grant count higher and not accurate. Steps To Duplicate: 1....

My admin Fees are only charging the minimum fee and not the fee on the large gift the fund received.  Why isn't it working? Answer: The Help text says: 4. Highest Period Amount: This method calculates fees based on the highest ending balance...

I keep changing the case of letters when I type names in wrong and I can't get the new case to change. For example, I typed Mcduff and I need it to read McDuff. I even tried removing the name and retyping it and it still won't save correctl, wh...

This error may appear when manually entering in or importing in new grant applications into the Grants module.  This may be because the starting grant number needs to be updated to reflect the next, correct, grant number.  Answer: To ma...

When printing checks, if the Check Preview Watermark function is enabled, "This is Not a Check" will appear on printing from the preview screen. This will prevent valid checks from being printed from the check preview. Answer: To remove the water...

When running the Grant History Report and using Transaction Date of the date range for an entire year and filtering on just scholarships, the total scholarships does not match what shows on the IRS 990 Grantee Schedule report in section 3 for schola...

When attempting to start the Demo database this error occurs. This error can also occur while attempting to copy Live to Test. Answer: Typically copying live over to test will resolve this error, however, if this error occurs while copying l...

When running a Crystal report directly in Crystal the error, "failed to retrieve data from the database. Details: 42S22:[DataDirect][ODBC Progress OpenEdge Wire Protocol driver][OPENEDGE]Column "IGAMApplicantID" cannot be found or is not specif...

When using the gui\imports\d-ssimp.w procedure which is the Spreadsheet Import Wizard, the error No tt-profileControl record is available. (91) can occur when using it to import Contacts. Steps To Duplicate: 1. Go to Tools\System Utilities\Run P...

When running the Gift History Report, if I choose the NOT operator, the FUND ID is not excluded. How do I exclude the FUND ID and not get the error message? Steps To Duplicate: 1. Go to Gift History Report > Selections > Add dates > Add...

I am running the Fund Scholarship Report and do not see the Allowed Use of Funds field, how can I report on this field? Answer: This field does not exist in the Fund Scholarship Listing Report, however, there are two data grids that can be cr...

I would like to log into FIMS but do not know my user name and password, how can I get that? Answer: Your system administrator at your organization can give you your FIMS username by going to the following area:  1. On the FIMs menu ba...

When viewing numbers in the billions either in General Ledger or FACTS question marks appear rather than the numerical digits and the error,**Value -14223639999.7 cannot be displayed using ->>>,>>>,>>9.99 .(74)" occurs. Ste...

How do I open a new fiscal year?  Answer: 1. From anywhere in FIMS Select Tools 2. Select System Utilities 3. Select System Initial Setup 4. Click the posting tab 5. Top left box is where you will enter the new fiscal year. 6. Click G/L Acti...

A Scholarship check was mailed to the wrong school.  The school cashed the check and sent us back a new one.  How do we record the refund and then create a check for the correct school? Answer: There are three main parts to processing ...

When going to a profile and the contact tab and attempting to add a contact the error occurs even when the user has full rights to the contact tab. Answer: There are three areas that pertain to Contacts that need to be set. These need to be done ...

When attempting to send an email from FIMS or generating an Edit & Post report, the client gets a Warning message, "FILL-IN fi-status does not fit in a parent DIALOG-BOX F-stop. (6491)". They are able to click through the messages and send the e...

I need to see who we have marked inactive.  How can I do this? Answer: Profiles are marked inactive for many reasons.  The most common reason is because the donor is deceased or the business is no longer. Other fields on the profile are...

I would like to change the Grant Expense account for some of the grants I'm entering.  Is that possible?  I need to use a different checking account for this grant, where do I change it? Answer: You do not change the Grant Expense G...

 I have several conditions that I need to attach to a group of grants, can I import them? Answer: No, there is no tool to import conditions however you can navigate to the Condition supertab and use the built-in copy feature. This is a ...

I am seeing that units in my investment pool for some funds that seem to be incorrect, what causes that? Answer: Units:   The number of units a fund has is based on the dollar value they have in the pool.  If a fund adds $1,000 to the...

Our foundation manages book and market and we need to manage the specific lot sales and buys. How can we do that? Answer: Please create a support case for assistance.

Is there a way to e-mail fund statements or letters directly to individuals? Answer: Currently in FIMS there is not a feature to send an e-mail of a fund statement or letter. This can be accomplished in Microsoft Word by going to Mailings>Fini...

When running the eAdvisorFundStatements2007 Macro in MicroSoft Word the error, "Error processing statement 1. No such interface supported (4218) occurs. Answer: This occurs due to the header of the Word template not having the correct path for th...

When running the FIMS setup.exe installation the error "Mismatched number of parameters passed to routine gui/system/dbattach.p (3234)" can occur right after it says that a window will open to select the active database along with the error "Un...

Answer: FIMS is not aware of the network medium being used (wired vs. wireless); provided the wireless network is appropriately configured, allowing access to the FIMS Progress database server. FIMS swill function over a wireless network. However,...

FIMS users may receive various System I/O errors when using FIMS: The following error may also occur while using FIMS: You may also see this error: SYSTEM ERROR: I/O error 2 in writeto, ret, -1, file (...tempfiles\...), addr You may see the...

FIMS crashes with error, "OpenEdge Graphical Client has Stopped Working" listing the faulty module as 'mfc100.dll'. Steps To Duplicate: Launch FIMS or while working in FIMS see the error below nswer: This occurs due to the mfc100.dll be...

When issuing a grant, we sometimes need to keep the name of the source fund secret. How can we make sure this happens? What if a grant is already in process? Answer: To make a Fund anonymous for Grant-making purposes: Go into the Fund Module, fi...

"Browse widget must contain at least one record before SELECT-FOCUSED-ROW method is used (2108)."  Answer: This is a known issue and happens in several areas around FIMS. It occurs because there is a focus being placed on the first record ...

When using the eAdvisorStatements2007 MS Word macro to create PDF fund statement documents to upload to Donor Central the PDF documents have extra spaces in each cell, or there is an extra page at the end of the statement, how can I make the PDF doc...

When running the profile Watchlist check the following error occurs: Error: Unable to Connect to the Web Service. Please Contact Support for Help  Steps To Duplicate: 1. Go to Profiles 2. Click on the gear symbol on the left hand side of th...

When running asset rebalancing, the process is not moving money from the checking cash account to the pool account just for one fund in the pool. Answer: This can occur if the fund does not have the target set on the asset management tab of the f...

When going to System Utilities>Donor Central>Crystal Fund Statement Export the error "Check the parameter names in the Crystal report. One or more of the names are incorrect" occurs. Steps To Duplicate: 1. Log into FIMS  2. Go to Syst...

How can you globally create the donor or grantee records for profiles? Answer: There is a tool located in Tools > System Utilities > Admin Utilities > Profile Imports > Create New Donors that will create new donor records. Usually, t...

Sometimes investment management fees aren't deducted from the Pool, but are invoiced. How can this be handled? Answer: Sometimes an investment manager will invoice you for management fees instead of electronically transferring them and showing th...

I can't save a new contact.  Each time I try I get an error message.  How do I fix this? Answer: This problem is caused by the contact number having already been used for a record and that same number is attempted to be used again for a...

I need to Add another FIMS License. What is the process to add User Licenses? Answer: The first step is to purchase a FIMS license. Please reach out to your Account Executive to purchase a license. Once you have purchased the license, your ...

When attempting to post gifts, grants or interfunds, or other transactions in FIMS the error, E Invalid Account...not on Master Chart occurs. What causes that and how can I fix it? The GL accounts are in the master chart of accounts. Answer: When...

When attempting to run a report this error can occur, " Error** Font

I create labels from the data in my fund statement export, but the names and addresses of the fund reps are missing.  For example, the fndlabel.txt file from the export is missing contact information. How can I fix this? Answer: When runnin...

The Tax Exempt database is updated weekly. Answer: When a Tax Status verification is performed in FIMS or IGAM, it is checked against the Tax Exempt database. This Tax Exempt database is updated weekly from the IRS Business Master File (BMF). Ple...

I would like to import into a FieldMaker tab, but the FUND import only imports into the Fund 1 and Fund 2 tabs. Answer: Use the Import Records Update Utility for importing into FieldMaker tabs. When running this utility, you can only import 3 fie...

When auto-building GL accounts for a new fiscal year for a new fund, the error G/L Account Already Exists with Year () Account Key () occurs when the account actually does not exist. Steps To Duplicate: From the Funds module: 1. Go to File Mainte...

When posting a payment I made it to the wrong account. How can I change it? Answer: 1. Sign into FIMS as NPO. 2. Go to the AP module 3. Click on the History tab 4. Find the payment in question and click and open it 5. Click on Line Items tab 6. Y...

We have a use it or lose it spending policy.  I need to make the available to spend fund balance zero before I post the new numbers. How do I get rid of the unused allocation? How do I clear out the unspent fund balance dollars? If a fund does...

When running the RightFlushAmount Macro in a Microsoft Word template, the macro will stop on the word Amount and the error will occur if the word amount is contained within a free text area of the template. Answer: This occurs because the macro i...

Patch files are small and designed to resolve a few issues. They must be installed using the FIMS Update and Patch Utility.  These steps are different from those used to do a full upgrade. Answer: Notes: You do not need to run the patch on e...

When merging fund statements the following error can occur, "Microsoft Office Document Cache Migration has Stopped Working". Answer: This is a Microsoft error and needs to be resolved by your internal IT department, the following document has som...

When upgrading using the setup.exe the prompt shows an upgrade from for example from 14.44 to 14.44 rather than 14.44 to 14.50 as expected if you are upgrading FIMS to a new version. Steps To Duplicate: 1. On the FIMS server, launch the 14....

When attempting to log into FIMS the error, :Error: The server or system has no more resources. (748)" occurs when not all of the user licenses are being used. Answer: In FIMS versions below 14.33 this error occurs when the last license is being ...

I easily see how to made a single fund change in the grant adjustment, but everything I try to do to make my grant pay from two new funds doesn't work.  What am I doing wrong? Answer: If you currently have a fully ( or partially) paid g...

When printing checks from the Accounts Payable module, this error may appear. There has been an internal data mismatch for Open Item [#], Check amount [$] G/L= [#] A/P=[#] This Open Item will not be printed. But the rest of the Checks will continu...

 would like to create Fieldmaker fields for promises, is this possible? Answer: If you have the Fieldmaker module you can create custom fields on the promise record to record payments and date paid. Those fields would be manually edited afte...

When posting journal entries directly to a fund balance (Q) account, the error will occur. Answer: This error typically occurs when journal entries are made directly to a fund balance account (Q account).   NOTE: It is not recommended to p...

When compiling FIMS the following errors can occur: Error: ** Error Compiling l:\npo\found\fims\custom\fm\50717\v-fmappl.w ** Error=Invalid character coordinate 1141. Should be less than or equal to 650. (3496)   Answer: This indicates one...

I have a Date and Time field in my Word template for when I merge letters from FIMS, but it does not seem to be updating to the current date anymore. How to I fix this?  Answer: See the following article for steps to resolve this: Insert To...

Error "no server active for database" occurs after restarting the databases or when restarting the OpenEdge admin service or even restarting the server and then after those actions trying to log into FIMS. Answer: Sometimes issues can occur with ...

 have imported gifts and grants that I would like to be interfunds.  Is there a way I can link them to create an interfund? Answer: If you have an unposted Gift and a Grant that were previously entered as standard records, rather ...

How do I adjust the spacing on a check form or 1099 form? Answer: Each check style form you print has a check form associated with it.  Your default check style will be used when you print checks.  The form to be used is set-up in Tools...

"You are about to remove the ENTIRE Column Format! Are you sure you want to continue? If you want to remove a single line from the Column Format, Click No, and then click the Delete button on the toolbar. Click Yest to remove the entire Column Forma...

My anti-virus blocked a file called 'backupfimssrc.exe' in my NPO folder. What is that file and can I delete it? Answer: The backupfimssrc.exe file is an old file that was removed from FIMS installations in recent years. This file can be deleted...

I need to know which accounts roll up to Q accounts (fund balance accounts). I can I determine that? Answer: The easiest way to determine how your fund is set up is to do the following: Navigate to the General Ledger and then the Accounts tab.&n...

Is it possible to suppress fund statements for retired funds? Answer: It is not possible to suppress fund statements for retired funds. As long as the fund exists in the general ledger a fund statement will be produced. As long as all gl an...

I ran the fund statement export and it opened the merged document fine, but when I scroll through the funds I see a few that are missing.  Why aren't they there? Answer: The most common reasons for a fund statement to be missing from either ...

Statement styles will assist in skipping funds when printing statements. Answer: To skip fund statements if creating them in WORD, the easiest process is of course to selectively print the pages.  An alternative is to delete the pages from t...

I created a new statement to be used in the Fund Statement Export.  I want to pull out the information for all of my funds regardless of having or not having a Statement Style Code. Unfortunately I only get the funds that don't have a Statement...

There is a statement style field on the Fund 2 tab. How can I use this for fund statements? Answer: A statement style is used to identify the type of merged fund statement a particular fund is going to receive. Fund Statement Style Codes F...

When merging Fund Statements with Microsoft Word, the error "Unable to open data source" may occur. Answer: 1. Change the file extensions for the files being exported to be .txt instead of .dat. You also need to change this in the Word document...

My fund statements aren't working.  How do I start to fix them?   Answer: The attached document contains troubleshooting steps for the most common issues seen with fund statements that are merged into Microsoft Word. The following topi...

When running the Update Future Years Accounts tool the Grants Payable - Future Years amounts do not get moved to Grants Payable. This occurs in fiscal year General Ledger and does not appear to occur in a calendar year General Ledger. Steps To Dup...

Neither an ACH nor an EFT have checks.  FIMS requires a number in order to process a payment.  What should I use? Answer: Since a payment number is required, most people who are recording a single payment will use the voucher number for...

When printing checks from Accounts payable the error, "Violation d'acces a l'adresse 6ED01CC5 dans le module 'dhcpcsvc dll' Ecriture de l'adresse 6ED01CC5. Module: dhcpcsvc dll. Code: C0000005 (Exception_Access_Violation) Address: 6ED01CC5" ca...

When compiling in FIMS the error is received on a customer version of the w-xpress.w file. Steps To Duplicate: 1. Go to Tools\System Utilities\Admin Utilities\FIMS Compiler  2. On the top left where it says Type of Compilation, choose ...

How do I save a PDF version of my statements to the fund folders? Answer: After you have merged your fund statements follow these steps. Go to the View tab in Word Click the Macros button Select SaveFundStatementsFundIDPdf2007 This macro uses...

When merging acknowledgement letters the following error can occur from Microsoft Visual Basic for Applications, "The macros in this project are disabled. Please refer to the online help or documentation of the host application to determine how to e...

How do I fix lock table overflow errors? Answer: -L is in the OpenEdge Explorer. Under the FOUND database, there is a configuration link then default configuration. Under the default configuration is a "Lock Table Entries" line. Press the edit bu...

I created a pool incorrectly and need to delete and re-create it. How can I delete the pool? Answer: Do not delete a pool that has been actively used and reconciled.  You should only delete a pool that has been created by mistake or incorrec...

What GL apply date and FACTS confirm date do you recommend using for Admin fees? Answer: Not every foundation uses the same rules for dates, but we recommend using the last day of the period. Although we cannot tell you what date you should use ...

Dialog box appears when Merging Fund Statements: File Conversion Select the Encoding that makes your document readable. The window below shows the message occurring for the fndgift file but it can also occur for the fndgrant file as well: An...

A warning when opening FIMS occurs, 'Error: IMAGE imgbackgroud does not fit in parent F-Main (6491)'  and then when FIMS opens all of the main menu icons are misaligned. Answer: This occurs because your computer is set to Large Fonts in...

If you have run the AP Check Reconciliation Report and found that transactions in the Summary section don't tie out to the detail, the reason could be that you have transactions with a blank transaction type code.  I noticed the “type” field...

When upgrading FIMS to a newer version the following errors may occur:    ** Error Compiling \npo\found\fims\gui\GL\B-CHART.W  ** Error=** More than 2048 items in a single statement. Use the -tok parameter. (136)    This app...

We no longer have any FIMS account that is a security administrator, and we need one. How can we create or make a current FIMS user a security admin? This would also apply if the FIMS security admin is locked out and there is only one FIMS security...

The missing formula error displays when generating a datagrid. An example error that can occur is the following when clicking on the fund module to open it: **Missing FOR, FIND or CREATE for table with Debit in current block. (232) **n:\found\fims\...

When a fund is a removed from a FACTS pool, it is possible for partial units to remain.   Answer: If you have successfully removed a Fund from a Pool and there is now a zero market balance but there are still fractions of units remaining, yo...

When running a macro on a master letter or merging a letter you may run into a field calculation error, "A field calculation error occurred on (record#)":   Answer: The following are causes as to why this error can occur: Fund st...