Contents x
- DonorCentral
- DonorCentral Product Documentation
- Welcome to DonorCentral
- Home
- Funds
- Grants
- Gifts
- Resources
- Control Panel
- Setup
- DonorCentral System Requirements
- Register new users
- Logging into DonorCentral
- How to Log into DonorCentral for Donors and Advisors
- How to log into DonorCentral as a Foundation Staff Member
- How to configure and use MFA with DonorCentral Updated
- How to reset MFA for DonorCentral Account Updated
- How to reset MFA for a DonorCentral User Updated
- How do I know if a DonorCentral user has MFA set up for their account?
- How to Log into DonorCentral for Donors and Advisors
- Prepare Fund Statements
- Import DonorCentral content into FIMS
- Columns
- Contact Us
- Configure Tiles
- DonorCentral System Requirements
- Welcome to DonorCentral
- DonorCentral Advanced Features
- What's New in DonorCentral
- DonorCentral Resolved Issues
- DonorCentral Knowledgebase
- Duplicate Recurring Recommendations Tab is not displaying entire list
- What is the daily scheduled upload from FIMS to DonorCentral?
- eAdvisorFundStatements Macro does not run
- Recurring Suggestions are not generating when due
- Users are not able to reset DonorCentral password in Safari
- Label Description for Available to Spend not updated on Home Page
- User not receiving DonorCentral emails
- How to adjust the size of the logo added to the DonorCentral Welcome Email
- DonorCentral Email Shows Failed in DonorCentral
- Organization name does not come up in search results of recommendation form when name contains special character
- Blank error window comes up when creating new grantee record and adding DC affiliation to an existing profile in the suggestion import window in FIMS
- DonorCentral Migration from Blackbaud Systems to NPact Systems
- Changing Fund ID on Grant Application in Payment Plan tab Line Item Declines Suggestion in DonorCentral
- Is there a way to export all Fund Statements from DonorCentral?
- How to Create a Zip File of Fund Statements to Upload to DonorCentral
- Error: Field Form, CharityName, already inferred from XML.JSON data (13179) when creating an application from an imported Suggstion from DonorCentral
- How to search by fund name in DonorCentral
- Cannot find or open file ..\tempfiles\\DC_Data when importing suggestions from DonorCentral
- Error This PDF file in your Archive does not Exist in the Contents File when Attempting to Upload Statements to DonorCentral
- How to Prevent Memorial Gifts from being Displayed in DonorCentral
- Why won't the Organization Name and Address populate when entering a Grant Recommendation in DonorCentral?
- Error Code -1 File Number -1 File Name: Program Files fpower statements statementname.pdf when Uploading Fund Statements to DonorCentral
- Error The Process Cannot Access the File npo found eAdvisor dn master txt because it is being used by another process when the DonorCentral Upload Process Runs
- Active Server Pages error 'ASP 0113' Script timed out /admin_statement_upload.asp The maximum amount of time for a script to execute was exceeded. - While doing a Donor Central statement upload
- Accented Characters and Unicode do not Appear in DonorCentral Correctly
- Fund Statement for Master Fund will not Upload to DonorCentral
- Is there a way to track user activity and logins in DonorCentral?
- Error File extension type is not allowed when Uploading Documents with an Extension to DonorCentral
- How to Show Division in a Specific DonorCentral Site when a Foundation has More than one DonorCentral Site.
- DonorCentral Data Export not Occurring with New Files for On-Premises Customers
- Is there a way to change the scholarship name in DonorCentral so the grantee shows?
- Why are my Fund Balances displaying 0 in DonorCentral?
- Grant Suggestions disappear from the Fund Summary page on DonorCentral
- Why are my grant payments not showing up in DonorCentral?
- Error: DC Donor Statement Upload WebService 6. System.Data.Odbc.OdbcException when uploading DonorCentral Statements
- Missing grants on the Home page in DonorCentral
- Donor Central Funding Opportuntity not Showing on Home Screen in DonorCentral
- I'm getting the error "ZIP extraction failed with code 2" when trying to uploads statement on DonorCentral.
- Can a Pending Recommendation be seen by other Advisors in DonorCentral?
- Q4 Market Value is the same as the Q3 Market Value in DonorCentral
- Donor Profiles do not populate when searching in Control Panel in DonorCentral
- Error returned from DonorCentral Donor Statement Upload WebService when running Crystal Fund Statement Export or External Statements Upload to DonorCentral
- Error Application Exception Batch Statement Upload Failed. Bad Request an Item with the Sam Key has Already been Added when Uploading Statements to DonorCentral
- Error Application Exception Batch Statement Upload Failed. Bad Request Record in Manifest File is not in Archive when Uploading Statements to DonorCentral
- Advisor Email Addresses not Appearing in DonorCentral even when Upload is Running Daily
- Unable to find Charity when Searching in a Recommendation Form in DonorCentral when typing in First Word of Name and when Grantee has Correct Affiliation Code
- Error Submit Form Failed when Attempting in Submit a Recommendation in DonorCentral
- The Available to Spend Amount Shows 0 or Incorrect Amount in DonorCentral but in FIMS Shows the Correct Amount
- Reset Password Links Cut Off in DonorCentral Welcome Emails
- Data Sent from FIMS is not Uploaded into DonorCentral even though Monitor Shows Success
- DonorCentral Users do not Receive Automated Emails
- DonorCentral Upload Scheduled Task is not Producing Results when Run
- Why are some Grants not showing in DonorCentral?
- As we process Grants through FIMS, where do they show up on DonorCentral Fund Summary page?
- The file [file name] is invalid. 53974912 - when uploading Statements to DonorCentral
- How to change a staff member's DonorCentral password if they do not receive the reset email
- Duplicate Suggestion Submission Confirmation and Grant Approval Emails are sent from DonorCentral
- How do I set up email notifications in DonorCentral?
- DonorCentral Suggestion Mapping Utility still shows fields that are no longer used in the DonorCentral Recommendation Form
- Market Value Tab on the Fund Info Page is not able to be Disabled in DonorCentral
- DonorCentral times out when uploading Fund Statements using External Statements
- Error: ** No Profile record is available. (91) Error attempting to push run time parameters onto the stack. (984) - When Uploading to DonorCentral
- Error: Failed to open the connection when trying to upload a Crystal Report to DonorCentral on Windows 10
- No fund shows in the Fund Source Field when Recommending a Grant
- Application Exception Get fund Summary Failed when Attempting to View Fund Summary in DonorCentral
- Setting to Display Individual Donor Amounts for Multi Fund Grants Feature Still Shows other Fund's Grant Totals when Enabled in DonorCentral
- Grant is showing as paid in DonorCentral but doesn't appear in FIMS
- Grant Recommendation Form cannot be Submitted on DonorCentral
- Profile for a New Fund does not Appear in DonorCentral
- Server Logon Rejected when Running the Scheduled Task for the DonorCentral Upload
- Grant Purpose Field is Blank when Suggestion Email is Received
- Error Application Exception Batch Statement Upload Failed when Uploading Statements to DonorCentral
- Changing from Calendar to Fiscal Year does not update in DonorCentral
- Balance for cash accounts in DonorCentral doesn't match FIMS
- Candian Charity Number appears on grant recommendation email
- Saved Suggestions are not Visible when Viewing as Advisor in DonorCentral
- This recommendation cannot be canceled at this time. Please contact our organization to cancel this recommendation.
- Pending recommendations show in DonorCentral but aren't in FIMS
- DonorCentral Welcome Emails are not being Sent for New Users
- Application Exception Edit file metadata failed. - When adding a new card in DonorCentral
- Unsubmitted grant recommendation emails are being sent when there are no unsubmitted grant recommendations in DonorCentral
- When viewing fund statements in DonorCentral the window flashes and then remains blank
- No data on Home Page in DonorCentral when viewing as Advisor
- Fully cancelled grant is not removed from DonorCentral
- Fund Anonymous check box on grant recommendation in DonorCentral is not saving to the submitted recommendation
- Changes to settings don't permanently save after applying them in DonorCentral
- Donor sees N/A instead of accurate fund information in DonorCentral
- How can I Determine if the Data Upload Ran if I am on DonorCentral?
- GL Drilldown not Sub-Totaling Properly for Unrealized Gains in DonorCentral
- Application Exception Get Gifts by user failed - When accessing the Gifts tab in DonorCentral
- New Fund Statements are not opening - when opening PDF statements on DonorCentral
- Corrections showing on DonorCentral when only Totals should Show
- Error: FIMSnt.ini file not found (5643) - after DonorCentral Upload from server.
- Question mark exporting grant payments DonorCentral
- Scholarship application program name doesn't upload to DonorCentral from FIMS
- Recipient suggestion dropdown appears and disappears quickly - when searching for recipient for grant recommendation in DonorCentral
- Fund details in DonorCentral only show yearly total
- Fields in DonorCentral do not have correct totals when viewing funds as Advisor
- Paid grants show as pending in DonorCentral
- When uploading to DonorCentral the error "Compression Failed Uncompressed" occurs
- Send button missing to send fund statements emails from DonorCentral
- DonorCentral times out when clicking previous and changing frequency of recurring grant in the grant recommendation form
- Donor Profiles do not populate when searching in Control Panel in DonorCentral
- Grant Purpose field on Recommendation Confirmation emails is not blank after deleting the field from the Recommendation form in DonorCentral
- Nothing shows in Drop Down for Prior Recipient in Grant Recommendation in DonorCentral when there are Multiple DonorCentral Sites
- Grant Confirmation Email has incorrect or missing information
- Grant details print out with multi-payment information in DonorCentral when they shouldn't
- Contact Us save button is grayed out - when configuring in DonorCentral
- Spendable Balance in DonorCentral does not match available to spend in FIMS
- In Honor or Memorial Gift Amounts do not show in Gift Total in DonorCentral
- Advisor Anonymous button is not working when conditionals are set in DonorCentral
- Error MicroEdge DonorCentral Data Transfer exe config not copied to NPO Found EAdvisor FTP when Saving DC Upload Settings
- ERROR: 2 Web service permission error - in FTP log after uploading to DonorCentral
- DonorCentral Administrator can only view one fund - after Application Exception errors when viewing as advisor in DonorCentral
- Recommend again button is missing from DonorCentral
- Unable to find advisor in search box - when viewing as advisor in DonorCentral
- Error: application exception. Bad request. invalid file content - when uploading statements to DonorCentral
- Grants paid showing 0 in DonorCentral
- Grant Recommendation confirmation email is missing address and has a comma instead - when recommending a grant in DonorCentral
- Unsubmitted Grant Amount shows as zero dollars in DonorCentral when Grant Amount Contains a Comma
- Approved grant amount is incorrect for grants with multiple donors in DonorCentral
- A paid grant is showing up in DonorCentral but not FIMS
- Duplicate recommendations created from recurring grants in DonorCentral
- Unable to delete Batch of Fund Statements in DonorCentral
- Donors Receiving Welcome Emails when they Should not be for DonorCentral
- Error: Application Exception. Get form definition failed when Donors with a Large Number of Fund Associations Attempt to Recommend Grants in DonorCentral
- How do I turn off the Welcome Emails Sent by DonorCentral?
- Application exception - Get pending submissions failed when Logging into DonorCentral
- When uploading a batch of Fund Statements to DonorCentral only some of them upload successfully
- You do not have permission to view this directory or update this page when using Chrome with DonorCentral
- Fund details exported from DonorCentral are incomplete in Excel
- No access to tenant ##### - When uploading Fund Statements to DonorCentral
- Loading wheel spins when uploading Fund Statements to DonorCentral then stops with no statements uploaded
- Advisors able to Submit Recommendations for Inactive Grantees in DonorCentral
- Insufficient Permissions message in DonorCentral after switching between Advisor Views
- Unable to Fill in Details for Recommendations on DonorCentral
- Does an Email get Sent out if a Recommendation is Declined in the Suggestion Import Window in FIMS for DonorCentral?
- Donors are receiving emails about recurring grants that do not exist - DonorCentral
- Application Exception when Donor tries to view Funds in DonorCentral
- Gift information from FIMS is not displaying correctly or at all in DonorCentral
- How to add a new grantee to DonorCentral
- Is there a way to add Custom or Existing Fields to the DonorCentral Recommendation Submission Confirmation Email?
- Fund name in DonorCentral is listed as 'STUB'
- Re-issuing a grant check changes the grant date shown in DonorCentral
- Market Values tab in DonorCentral is pulling in fiscal year data instead of Calendar year data
- How to Check the Validity of a DonorCentral Fund Statement Zip File
- Grants with multiple funding sources have incorrect amounts on the Grants page in DonorCentral
- Troubleshooting steps to take when my Donor cannot log into DonorCentral
- Error: Unable to understand after-- "!!PDKvvX#N". (247) when Creating Grants from DonorCentral Suggestions
- When navigating to DonorCentral using Firefox a message appears saying 'You don't have permission to view that page'
- When using the External Statements button in the Fund Statement report some statements do not upload to DonorCentral
- Profiles not available to for fund association in FIMS, but appear in DonorCentral to view as advisor
- Forbidden, user does not have valid permission when uploading statements to DonorCentral
- Allow multi-payment recommendation option is missing from DonorCentral
- Donor who has logged into DonorCentral in the past is now missing from all areas of DonorCentral
- Unposted gifts don't sync to DonorCentral with Real Time Sync - when adding gifts in FIMS
- DonorCentral Fund Activity Report Pulls in Totals from the Entire Year when Selecting a Specific Date range
- How can I troubleshoot my DonorCentral Upload if I am a Self-Hosted Customer?
- How can I setup the DonorCentral Upload to Automatically Run?
- Donors are receiving grant confirmation emails from grants created in previous years in DonorCentral
- Memorial and Honorary Gift Honoree Name not Showing in DonorCentral
- DonorCentral Fund Activity Report Uses Wrong Balances to Calculate Report
- Previous created recurring grants do not appear in Recommendations Manage recurring
- Card Tiles are missing Scroll Arrow in DonorCentral
- Submit Button is not responding or is not Visible in DonorCentral
- Completely Refunded Grant shows in DonorCentral
- How to Remove or Edit Merged Content in the DonorCentral Welcome Email
- Imported Fund Associations not being Uploaded to DonorCentral after Fund Representative Import
- DonorCentral Fund Details Export Ignores Displayed Views when Exporting
- Fund Statement Upload Shows no Status on the Progress Bar and Never Completes in DonorCentral
- Application Exception when Attempting to View Saved Grant Recommendations DonorCentral
- Checkbox in Grant Recommendation disappears if there is a comma in the amount field in DonorCentral
- Clicking submit a second time on grant recommendation creates a duplicate in DonorCentral
- Last Email Sent Column in Site Administration has a Date and Time when User has Never Logged into DonorCentral
- Gift Adjustment shows as a Separate Gift in DonorCentral
- Dates and Times for First Access and Last Login for User are not Accurate in Site Administration in DonorCentral
- Grant history missing from DonorCentral
- Fund Activity Graph in is showing incomplete data in DonorCentral
- No Statements have been uploaded for this fund - When accessing Fund Statements as a Donor Advisor in DonorCentral
- Same Fund Displays twice when entering a New Grant Recommendation in DonorCentral
- Updated Data in Master.txt file is not updating the Data in DonorCentral
- Incorrect Non-gift amount appearing in DonorCentral for Fund where Non-Gift Amounts were Split to Multiple Funds
- Pledge amount is showing as negative in DonorCentral but positive in FIMS
- Fund amounts in DonorCentral are appearing as negatives
- Application Exception: Get submitted suggestions for tenant failed when Exporting Recommendation list from DonorCentral Site Administration
- How to Exclude Un-Posted Gifts from Available to Spend Balance on DonorCentral
- How to Make Interfund Grant Suggestions in DonorCentral
- Zero Dollar Gifts Showing on DonorCentral for a Non-Gift Record
- Fund Activity Report Displays no Data in DonorCentral
- Grants Disappear from or do not Show in DonorCentral
- Suggestions Showing as Pending in DonorCentral do not Show in the Import Window in FIMS
- DonorCentral Looping when launching from Chrome
- Grant Missing in DonorCentral after Manually Changing the Status
- "Application Exception. Email statement failed" when emailing statements in DonorCentral
- Fund Statement and Document Uploads do not show in DonorCentral
- Npo\found\eAdvisor\history\ct_coding_type.txt ERROR: System.AggregateException: One or more errors occurred during FTP Upload to DonorCentral
- Transfer Accounts do not show in Fund Activity in DonorCentral
- Custom total on the Fund Details Page in DonorCentral is no Longer Showing
- Grants paid section on DonorCentral is showing as N/A
- File Not Found - After logging into DonorCentral
- Admin Fee Transactions are not Showing on DonorCentral
- Grant that was already process and approved in FIMS reverts to showing as Approval Pending in DonorCentral
- AdvisorContextID is not Mapped in the DonorCentral Suggestion Field Mapping Tool
- Payment Frequency Amount and Payment Frequency Type DonorCentral Field Mapping Fields
- What DonorCentral Fields should be Mapped to FIMS Fields in the DonorCentral Suggestion Field Mapping Tool?
- How do I upload one Statement at a time on DonorCentral?
- Grant missing from Fund page when manually changing the status to Processed in DonorCentral
- Fund details show as N/A when filtering on specific month on DonorCentral
- Gift that was reversed in FIMS still shows under Fund in DonorCentral
- Admin Payments from the Admin Detail tab on a Fund are not Reflected in the Fund Balance in DonorCentral
- What email address do DonorCentral emails send from?
- How to Find the Suggestion ID for a Suggestion in DonorCentral
- Error: Application Exception: Submit form failed when Submitting Grant Recommendations in DonorCentral in Chrome
- Confirmation Page is Blank after a New User Signs Up in DonorCentral
- A donor has an Unsubmitted Recommendation. Why isn't it showing in Pending Suggestions in DonorCentral?
- Error: "TotalRecommendations" must be a string in DonorCentral
- Is it Possible to Set up a Test Site for DonorCentral?
- Error: 500 Internal Server Error - when uploading Fund Statements to DonorCentral
- How to Add a Custom Field to a Grant Recommendation Form and Map it to FIMS in DonorCentral
- What is the Fund Activity Report in DonorCentral and how do I Start Using it?
- What is the Configurable Minimum Grant Amount Feature in DonorCentral and how can I Start Using it?
- What is the Multi-Payment Recommendations Feature in DonorCentral and how can I Start Using it?
- How can I Re-Send Submitted Suggestions from DonorCentral back over to FIMS to be Re-Imported?
- Submitted Recommendations Filter by a Single Date Returns no Records in DonorCentral
- Grant Opportunity Tiles on home screen in DonorCentral do not scroll on IOS devices
- Maximum Length Setting on Recommendation Form in DonorCentral is Ignored
- Real Time Sync does not Update Market Value Widget in DonorCentral
- Grantee Profile with Correct Affiliation Code no longer appears when searching in DonorCentral
- The status when searching for recommendations under Site Administration in DonorCentral is different than the status when viewing the recommendation details.
- DonorCentral Move from SKY 1 to SKY 4 Starting 3/8/2021
- Multiple decimal places show in grants pie chart in DonorCentral
- How Many Years of Fund Statements can be Stored in DonorCentral?
- Can the City field for new recommendations from DonorCentral be set up to exclude specific characters?
- Do Retired Funds Still Show in DonorCentral?
- Cannot access site or Sorry Cannot Reach that Page Errors when Navigating to DonorCentral Site URL
- Fund Statements are Still Able to be Viewed when Option to Allow Users to See Fund Statements is Un-Checked in DonorCentral
- Fund Name does not Populate in Recommendation Form in DonorCentral
- Cannot Re-Open Closed Recurring Suggestions on DonorCentral
- Grants from Another Fund Showing in DonorCentral NXT for a Different Advisor that does not have DonorCentral Access to Fund
- Error Application Exception when Recommending a Suggestion in DonorCentral
- Error message "Get Signed URL Failed." when trying to upload a PDF file to DonorCentral
- Txt added to the beginning of fields while "Creating Applications" from Imported Recommendations from DonorCentral
- Advisors Cannot Submit More than 5 Unsubmitted Recommendations on DonorCentral
- How to Remove the Canadian Charity Number from Recommendation Form in DonorCentral
- Amount shows as "None Found" in recommendation reviewer when amount is entered with a comma in DonorCentral
- Recommend Again Button does not work in DonorCentral
- Donor address appearing with commas after the postal codes within Gifts/Funds tab in DonorCentral
- Unable to add email link type to Opportunity Tile in DonorCentral
- Cannot Submit Saved Recommendations in DonorCentral
- End Date Must be in the Future when Changing Recurring Suggestions with no End Date in DonorCentral
- Are the Email Addresses in the Alternate Addresses Tab of a Profile used for DonorCentral?
- When using Recommend again Feature Anonymous Settings are not Reflected in New Suggestion
- Green Dot Loops when making New Recommendations or Loading Unsubmitted Recommendations on the Home Page in DonorCentral
- What are the Image Size Limits in DonorCentral?
- Error: You tried logging in with an email address that is not recognized - when logging into DonorCentral
- Error Messages when Trying to Submit Saved Recommendations or Edit\Change\Submit Recurring Suggestions in DonorCentral
- Suggestions Show Pending in DonorCentral but are Never Imported into FIMS
- How to Add External Documents to DonorCentral
- Donor Name is Duplicated in Address Block if is An Organization and matches the Donor Name when Uploading Data to DonorCentral
- DonorCentral cannot Display over a Million Shares in Uploaded Comments
- Previous Grantee does not appear in List of Prior Recipients on Grant Recommendation Form in DonorCentral
- Configure Fund Details Button not Showing in Fund Page in DonorCentral
- FIMSInternal User never Signs out after DonorCentral Upload and must be Manually Disconnected
- DonorCentral grant purpose field contains leading spaces once created in FIMS
- How can an Uploaded Grant or Gift Letter be Deleted from DonorCentral?
- Individual Statements for DonorCentral Check box is Grayed out - when trying to Create Fund Statements after 14.73 Upgrade
- Upload Portion of DonorCentral Task not Completing
- Does a Welcome Email get Automatically sent out if a User's Email Changes for DonorCentral?
- Is there a way to add an alert or send an email when a recommendation is made from the explore opportunities area in DonorCentral?
- 'Get signed URL failed' when trying to add an Image on an Opportunity in DonorCentral
- DonorCentral shows 0 changes processed for uploads
- Fund Balance for funds in DonorCentral displaying as random letters and symbols
- How to add or remove Staff to or from DonorCentral
- Can I manually upload data to DonorCentral?
- What is the Difference Between the Real Time Sync and the Nightly Scheduled Upload Task for DonorCentral?
- How do I give a Donor Advisor Access to or Remove Acccess from DonorCentral?
- What do the values in the DC column on the Fund Associations tab mean?
- How do I set up the DonorCentral Upload as a Scheduled Task on my FIMS Database Server?
- How to reset DonorCentral Password
- How do I Cancel a Submitted Suggestion in DonorCentral?
- How do I split a large fund statement zip file into smaller files?
- How to view Emails sent to a user in DonorCentral
- Green Dot when logging into DonorCentral
- DonorCentral User received a new Welcome Emails after Profile Change
- DonorCentral Upload fails with 'Error: npo\found\eAdvisor\history\NXT\ct_org_master.txt...' as shown in FTP Log
- Cannot upload more than 20 Documents to Resources in DonorCentral
- Customizing DonorCentral Recommendation Forms
- Time discrepancy between DonorCentral and FIMS
- Is it possible to customize the Page Label names in DonorCentral?
- Is it possible that when an advisor recommends a grant that they do not have to check the anonymous boxes every time?
- Error: could not complete the uploads for: "file name.zip" when uploading a Fund Statements Zip File to DonorCentral
- Grantee has wrong Address on Grant Record in DonorCentral
- DonorCentral shows an Outstanding Total on the Fund Page when selecting 'this year' as Filter for a Custom Total
- Gift not showing in Fund Activity Report in DonorCentral
- Pie Chart on Grant Page in DonorCentral Shows both Old and New Grantee Name
- Fund is Missing for an Advisor in DonorCentral
- How does the Hide other donors' grant amounts feature work in DonorCentral?
- Transaction ID field in the Report Section of Fund Activity in DonorCentral shows an Incorrect Code
- Grant Recommendation Form is missing from DonorCentral and Error Occurs when Going to Control Panel Recommendation Form
- After unchecking 'Allow donors to recommend and manage recurring recommendations' in Site Configuration Advisors are Still able to Submit Recurring Recommendations
- What triggers an automatic email from DonorCentral and is there a schedule for those emails?
- Labels on Suggestion form do not show in DonorCentral
- DonorCentral Login Pages are Missing their Logos and Language
- Error: Get Account Drilldown Detail Failed when Clicking on Program Expenses in DonorCentral
- Can I use Custom Branding in DonorCentral?
- Nothing happens when clicking on the Recommendations tab of DonorCentral while working on an iPad or iPhone.
- Menu Bar missing in Multiple Browsers in DonorCentral
- Gift is showing Twice on DonorCentral
- Error: Existing Organization ID Should not be Empty when Submitting Recurring Suggestion in DonorCentral
- 'This charity no longer exists. Please select another recipient' when Submitting a Saved Recommendation in DonorCentral
- Help Text is Blurred on Recommendation Form in DonorCentral
- Donor is receiving Insufficient permissions error when viewing Grants within DonorCentral
- The Banner Image on the Home Page of DonorCentral is not Optimizing for Mobile Phones
- Advisors are getting Grant Approval Emails from DonorCentral even though those Emails are Disabled
- Documents attached to Grants are not being Uploaded to DonorCentral
- Data Upload to DonorCentral Completed but not Processed
- Fund Statement Batch Shows a Count on Fund Statement Management Page but Shows 0 Records Upon Clicking into Batch in DonorCentral
- Unable to View or Download Statements in DonorCentral
- Cannot Submit Grant Recommendations for New Grantees in DonorCentral
- First Access date that is assigned to users in Site Administration is the exact same as the Last Logged In Date in DonorCentral
- New Charity Name does not Appear on the Review Screen when Submitting Recommendation in DonorCentral
- Cannot Re-Open Disabled Recurring Suggestions in DonorCentral
- Recurring Suggestions in Disabled Status in DonorCentral
- How do I get the DonorCentral Fund Statement Macro?
- How to Create Fund Statements in Microsoft Word
- How do I upload Fund Statements to DonorCentral?
- How can I Upload Gift, Pledge or Grant Letters to DonorCentral?
- Your Connection to this Site is not Fully Secure on Home Page of DonorCentral
- How do I make recurring grants entered in DonorCentral show as one single grant with scheduled payments in FIMS?
- Export from Gift Detail on Fund Info Page does not Contain Last Line of Address in DonorCentral
- DonorCentral Displaying Donor Address when System Setting is Set to No
- How to Add the Select Prior Recipients Dropdown to a Recommendation Form in DonorCentral
- Application Exception. Getall organizations failed - When adding or editing cards in DonorCentral
- Character limit for Grant Purpose field on Grant Recommendation in DonorCentral does not recognize when character limit is exceeded
- Error: Application Exception Edit file metadata failed when trying to Recommend a Grant in DonorCentral
- Application Exception Edit file metadata failed. - When viewing the Dashboard in DonorCentral
- How do I update our DonorCentral Login page?
- How do I remove a Pending Suggestion from DonorCentral?
- The Credentials have expired when logging into DonorCentral
- Statements do not Upload to DonorCentral using External Statements Process
- DonorCentral Product Documentation
- FIMS
- FIMS Product Documentation
- FIMS Online Help
- What's New in FIMS
- Introduction to FIMS
- The FIMS Interface
- Starting FIMS
- FIMS Window Components
- FIMS Menus
- FIMS Toolbars
- Keyboard Shortcuts
- Navigating Through FIMS
- Data Grids
- Optimized Data Grid Views
- Full Views
- Data Grid Options
- Find Records
- Select and Tag Records
- View Groups and Relationships
- Customize Data Grid Columns
- Change Data Grid Row Colors
- Display Current View Settings
- Configure View Settings
- Create Calculated Columns
- Running Reports and Exports
- Create Contacts and Affiliations
- View Data Grid Totals
- View Data Grid Statistics
- View Errors and Warnings
- On-Screen Inquiries
- Optimized Data Grid Views
- FIMS Codes
- FIMS Reports and Exports
- Contacts and Tickles
- Batch Processing
- Required Fields
- Field Encryption
- System Options – FIMS System
- Starting FIMS
- Get Help for FIMS
- Profiles
- The Main Profile and Related Records
- Parts of the Screen – Profile Management
- Profile Management Module Toolbar
- Profile Management Module Menus
- Profile Data Grid
- Profile Tabs
- Profile 1 Tab (Profiles)
- Profile 2 Tab (Profiles)
- Salutations Tab (Profiles)
- Affiliations Tab (Profiles)
- Copying Affiliations to Another Profile
- Alternate Addresses Tab (Profiles)
- Contacts Tab (Profiles)
- Notes Tab (Profiles)
- Relationship Tab (Profiles)
- Donor Tab (Profiles)
- Giving History Tab (Profiles)
- Promises Tab (Profiles)
- Grantee Tab (Profiles)
- Grantee History Tab (Profiles)
- Vendor Tab (Profiles)
- Vendor History Tab
- Fund Associations Tab (Profiles)
- Profile 1 Tab (Profiles)
- Profile Management Module Toolbar
- Create and Update Profiles
- Entering the Main Profile Record
- Configure a Profile’s Special Mailing and Handling Controls
- Add a Profile’s Partner Information
- Add User Defined Codes to the Profile Record
- Update Salutations
- Add Affiliation Codes to a Profile
- Add Alternate Addresses to a Profile
- Create Relationships Between Profiles
- Entering the Main Profile Record
- Add and Edit ACH Accounts
- Watchlist Check
- Send Email to a Profile
- Duplicate Profiles
- Fund Associations
- File Maintenance – Profiles
- Maintain Affiliation Codes
- Create Relationships from Relationships
- Combine Two Profiles
- Combine Two Profiles in Batch
- Review and Delete Dormant Profiles
- Advance Contact Dates
- Mass Delete Contacts
- Grouped Profiles
- Maintain Addresses
- Import Address Updates
- Standard Profile Codes
- Maintaining Staff Codes
- Maintain Relationship Codes
- Maintain Group Codes
- Maintain Profile User-Defined Codes
- Configure Labels for Profile User-Defined Code Fields
- Maintain Profile Special Handling Codes
- Profile Special Handling Code Tips
- Maintain Affiliation Codes
- System Options – Profiles
- Profile Phone Number Formatting
- Configure Salutations
- The Main Profile and Related Records
- Gifts
- Gift Processing Steps
- Parts of the Screen – Donor and Gift Management
- Gift Entry
- Process Gifts
- Posted Gifts
- Trends and Analysis Reports
- Donor and Gift File Maintenance Menu
- File Maintenance – Donors and Gifts
- Standard Donor and Gift Codes
- Import Record Updates Utility
- Gift Reports
- Donor Reports
- System Initial Setup – Donors and Gifts
- System Options – Donor and Gift Management
- Gift Processing Steps
- Funds
- The Main Fund and Related Records
- Parts of the Screen – Fund Management
- Fund Entry
- File Maintenance – Funds
- Autobuild G/L Accounts
- Retire a Fund
- Fund Association Teams
- Copy Fund Representatives
- Delete Fund Associations
- Mass Assigning Fund Fields
- Taxable Portion of 1099-R Form
- Taxable Portion Import Utility
- Taxable Portion Rollover Utility
- Standard Fund Codes
- Fund Class Codes
- Administrative Fee Codes
- Asset Strategy Codes (Funds)
- Fund Statement Style Codes
- Available to Spend Codes
- Special Handling Codes
- Global Code Maintenance Tool
- Autobuild G/L Accounts
- System Initial Setup – Funds
- System Options – Funds
- System Options – Administrative Fees
- Tools – Funds
- The Main Fund and Related Records
- Grants
- Grant Processing Steps
- Parts of the Screen – Grantee and Grant Management
- Grantee and Grant Management Toolbar
- Grantee and Grant Management Menus
- Grantees (Grants)
- Applications (Grants)
- Application History (Grants)
- Application History Data Grid (Grants)
- Application Tab (Grant Application History)
- Contact Tab (Grant Application History)
- Prerequisites Tab (Grant Application History)
- Payment Plan Tab (Grant Application History)
- Notes Tab (Grant Application History)
- Conditions Tab (Grant Application History)
- A/P Activity Tab (Grant Application History)
- Adjustments Tab (Grant Application History)
- Application History Data Grid (Grants)
- Conditions (Grants)
- Grantee and Grant Management Toolbar
- Grant Entry
- Required Fields for Grant Applications
- Withdrawn Applications
- Create a Profile Record (Grants)
- Check for an Existing Grantee Record
- Create a Grantee Record (Grants)
- Create Contact Person Records
- Set Default Application Entry Values
- Create a Grant Application
- Set up the Grant Payment Plan
- Set Grant Conditions
- Required Fields for Grant Applications
- Tax Status Lookup and Verify
- Process Grant Applications
- Adjust Historic Grant Applications
- Grant Adjustment Helper
- Formal, Authorized Grant Revocations (Partial or Full)
- Refund Received
- Grant Posted to Wrong Fund
- Grant Posted to Wrong Fund and/or Multiple Funds Required
- Grant Posted with Wrong Amount (Higher or Lower)
- Grant Posted with Wrong Amount (Should Have Been Higher)
- Grant Posted in Error – Need to Eliminate
- Wrong Grantee
- Wrong Payee (Grantee is Correct)
- Wrong Grant Date
- Wrong Grant Number
- Formal, Authorized Grant Revocations (Partial or Full)
- File Maintenance – Grantees and Grants
- System Initial Setup – Grantee and Grant Management
- System Options – Grantee and Grant Management
- Grant Processing Steps
- Fund and Account Tracking System (FACTS)
- FACTS Terminology
- FACTS Balance Records
- FACTS Financial Transaction Categories
- Using FACTS to Manage Cash for Organizations Spending Net Income
- Implementing FACTS
- Parts of the Screen – FACTS
- Working with Pools
- Working with Investment Accounts
- Reconciling FACTS Pools and Accounts
- Processing Pool Reconciliation
- Tracking Pool Processing Status
- Running Pool Allocation Processing
- Running the Reconciliation Report
- Running the Account Reconciliation Report
- Running the Unitization Report
- Running the FACTS Allocations Edit Report
- Posting FACTS Allocations to General Ledger
- Posting General Ledger from the FACTS Allocations Posting Report
- Tracking Pool Processing Status
- File Maintenance – FACTS
- Globally Changing Confirm Dates
- Unposting FACTS
- Changing Unreconciled Transaction Types
- Clearing Out an Unposted Cycle
- Changing a Pool ID
- Deleting a Pool
- Defining FACTS Labels
- Auto Creating Pool Records
- Autobuilding FACTS Initial Fund Values
- Auto-build FACTS Initial Fund Values Enhancements
- Establishing Initial Fund Values
- Globally Changing Confirm Dates
- System Initial Setup – FACTS
- System Options – FACTS
- FACTS Terminology
- General Ledger
- FIMS Basis of Accounting
- Parts of the Screen - General Ledger
- Basic General Ledger Concepts
- Cash Management in General Ledger
- Implement General Ledger
- General Ledger Accounts and Manual Journal Entries
- Journal Entries
- Automatic Entries
- Recurring Entry Maintenance
- Recurring Entry Listing
- Create Journal Entries from Recurring Entries
- Allocation and Entries
- Automatic Cash Entries
- Sweep Clearing Account
- Automatic Interfund Transfers
- Entries from Journal History
- Automatic Inverse Entries
- Purge (Delete) Unposted General Ledger Journal Entries
- Globally Change Unposted Natural Accounts
- Create G/L Entries from Other G/L Entries
- Recurring Entry Maintenance
- Asset Rebalancing
- Investment Configuration
- Asset Rebalancing Strategies
- Asset Rebalancing Data Grid
- Fund Targets Tab
- Processing Tab (Asset Rebalancing)
- Setting up Asset Rebalancing and Investment Targets
- Running Asset Rebalancing Entries
- Running the Consolidated Asset Allocation Report
- Maintaining Asset Strategy Codes (General Ledger)
- Copying Prior Year’s Targets
- Building Ratio Targets
- Setting Asset Strategy Targets
- Setting Pool Targets
- Entering Interim Market Values
- Investment Configuration
- Design Statements
- The Fund Statement Designer
- Using the Fund Statement Designer
- Saved Report Settings Used for Preview
- External Statements Menu
- Test Values Used for Display Values
- The Save Options Form
- Running Statements from the Reports Menu
- Working in the General Ledger View
- Working in Statement Layout View
- Saved Report Settings Used for Preview
- Creating a June 30 Fiscal Year Fund Statement
- Converting to Fund Statement Designer Formats
- Using the Fund Statement Designer
- Financial Inquiries
- File Maintenance – General Ledger
- General Ledger Accounts
- Mass Add/Delete General Ledger Accounts
- Maintain the Master Chart of Accounts
- Maintain the General Ledger Calendar
- Define General Ledger Account Segments
- Maintain Journal Key Codes
- Enter General Ledger Budgets
- Enter Opening General Ledger Balances
- Close Modules by Date
- Purge Unused General Ledger Accounts
- Functional Expense Codes
- Build Functional Expense Accounts
- Calibrate General Ledger Account Types
- Import General Ledger Budgets
- Import General Ledger Journal Entries
- Perform End of Year Closing
- General Ledger Accounts
- System Initial Setup – General Ledger
- System Options – General Ledger
- FIMS Basis of Accounting
- Accounts Payable
- Accounts Payable Processing Steps
- Accounts Payable Terminology
- Implement Accounts Payable
- Parts of the Screen – Accounts Payable
- Unposted Items in Accounts Payable
- Check for an Existing Vendor Record
- Create a Vendor Record
- Create Administrative Vouchers
- Recall Historic Vouchers
- Apply Debit Memos to Vouchers
- Review Unposted Grant Vouchers
- Create Prepaid Administrative Vouchers in Item Entry
- Create Administrative Debit Memos in Item Entry
- Create Grant Debit Memos
- Track Payroll in Accounts Payable
- Special Projects
- Check for an Existing Vendor Record
- Process Unposted Items in Accounts Payable
- Open Items in Accounts Payable
- Process Open Items in Accounts Payable
- Process Payments
- Account Reconciliation
- File Maintenance – Accounts Payable
- Creating Administrative Vouchers from Fund Distributions
- Voiding Unused Checks
- Deleting Old Check Reconciliation Transactions
- Renumbering Checks
- Updating Future Years Accounts
- Clearing 1099 Adjustment Amounts
- Importing / Updating Cleared Check Data
- Importing AP Vouchers
- Maintaining Terms Codes
- Maintaining Vendor Class Codes
- Creating Administrative Vouchers from Fund Distributions
- System Initial Setup – Accounts Payable
- System Options – Accounts Payable
- Accounts Payable Processing Steps
- Optional Modules
- Pledges
- Pledge Processing Steps
- Parts of the Screen – Pledge Management
- Pledge Entry
- Processing Pledges
- Adjusting and Writing Off Historic Pledges
- Recording Pledge Payments (Pledges)
- File Maintenance – Pledges
- Pledge Processing Steps
- Scholarships
- Special Scholarship Features
- Scholarship Processing Steps
- Implementing Scholarship Management
- Parts of the Screen – Scholarship Management
- Scholarship Management Toolbar
- Scholarship Management Menus
- Students Supertab
- Grantees Supertab (Scholarships)
- Grantees Data Grid (Scholarships)
- Grantees Tab (Scholarships)
- Contact Persons Tab (Scholarship Grantees)
- Profile 1 Tab (Scholarship Grantees)
- Profile 2 Tab (Scholarship Grantees)
- Salutations Tab (Scholarship Grantees)
- Affiliations Tab (Scholarship Grantees)
- Relationships Tab (Scholarship Grantees)
- History Tab (Scholarship Grantees)
- Grantees Data Grid (Scholarships)
- Applications Supertab (Scholarships)
- Application History Supertab (Scholarships)
- Application History Data Grid (Scholarships)
- Application Tab (Scholarship Application History)
- Contact Tab (Scholarship Application History)
- Payment Plan Tab (Scholarship Application History)
- Notes Tab (Scholarship Application History)
- Conditions Tab (Scholarship Application History)
- A/P Activity Tab (Scholarship Application History)
- Application History Data Grid (Scholarships)
- Conditions Supertab (Scholarships)
- Scholarship Entry
- Processing Scholarship Applications
- Adjusting Historic Scholarship Applications
- File Maintenance - Scholarships
- System Options – Scholarships
- Scholarship Management Toolbar
- Special Scholarship Features
- Stock Gift Management
- Stock Gift Processing Steps
- Parts of the Screen – Stock Gifts
- Stock Gift Management Toolbar
- Stock Gift Management Menus
- Stock Gift File Maintenance Menu
- Securities Entry Tabs
- Stock Gift Entry
- Process Stock Gifts
- Record Stock Gift Proceeds
- File Maintenance – Stock Gifts
- Maintain Securities Codes
- Maintain Gift Securities Inventory
- Run Corporate Actions
- System Options – Stock Gifts
- Stock Gift Management Toolbar
- Stock Gift Processing Steps
- Pledges
- FIMS Other Features
- Spending Policy
- Spending Policy Codes
- Calculate Spending Policy
- Run the Cash Requirements Report (Spending Policy)
- Manually Adjust Spending Policy Amounts
- Import Spending Policy Amounts
- Create Recurring, General Ledger, or Budget Entries
- Create G/L Entries (Spending Policy)
- Create Recurring Entries (Spending Policy)
- Create Budget Entries (Spending Policy)
- Create Budget Entries (Admin Fees)
- Derive the Available to Grant Amount from a Grants plus Admin Spending Policy
- Import Spending Policy Budgets
- Comply with UMIFA in a Down Market
- Spending Policy System Option
- Create G/L Entries (Spending Policy)
- Spending Policy Codes
- Interfund Management
- Parts of the Screen – Interfunds
- Interfund Supertab
- Interfund Application History Supertab
- Interfund Application History Data Grid
- Application Tab (Interfund Application History)
- Contact Tab (Interfund Application History)
- Prerequisites Tab (Interfund Application History)
- Payment Plan Tab (Interfund Application History)
- Notes Tab (Interfund Application History)
- Conditions Tab (Interfund Application History)
- A/P Activity Tab (Interfund Application History)
- Adjustments Tab (Interfund Application History)
- Interfund Application History Data Grid
- Interfund Gift History Supertab
- Grant-Related Considerations
- Gift-Related Considerations
- Creating Interfund Transactions
- Processing Interfunds
- System Options – Interfunds
- Parts of the Screen – Interfunds
- Documents Module
- FIMS and Microsoft Office
- Microsoft Word Terminology
- Add Contact/Tickle Information to a Word Document
- Add a Profile’s Address and Salutation to a Word Document
- Copy or Save a Report from the FIMS Viewer and Adjust it in Word
- Use FIMS Export Files or Saved Report Files to Create a Formatted Report in Word
- Create Individual Documents in Word from a Mail Merge
- Use Mail Merge with Exported FIMS Data
- Open FIMS Data in Excel
- Use Excel Pivot Tables to Analyze FIMS Data
- Create Three-Dimensional Graphs in Excel
- Use Word’s Picture Field Switches
- Copy FIMS Notes into Word
- Use FIMS Macros to Save Documents
- Microsoft Word Terminology
- Reports
- Run Standard FIMS Reports
- FIMS Report Selections Window
- Selection Fields
- Sorting Fields
- Choosing Affiliation Codes
- Setting Mailing Options
- Setting Send To Options
- Auto-launching Microsoft Word for Mail Merging
- Setting Default Export File Locations
- Saving Report Settings
- Changing Report Layouts
- View Reports in the FIMS Viewer
- Save Reports from the FIMS Viewer
- Rerun Reports from the FIMS Viewer or the Graphical Viewer
- View Reports in the Graphical Viewer
- Selection Criteria for Reports
- FIMS Report Selections Window
- Run Trends and Analysis Reports
- Profile Reports
- Profile Listing Report
- Address Listing with Labels and Email Report
- Export to Word Processing
- User Defined Profile Export
- Profile Grouping Report
- Affiliations by Profile Report
- Profile Affiliation Analysis Report
- Profiles By Affiliation Report
- Affiliation Codes by Group
- Duplicate Profile Report
- Full Profile Report
- Profile Master Listing Report
- Profile Note Listing Report
- Special Address Listing Report
- Relationship Listing Report
- Contact – Full Information Report
- Contact Listing Report
- Alternate Address Listing Report
- Full Donor Profile Report (Profiles)
- Trends and Analysis – Profiles Report
- Trends and Analysis – Contacts Report
- Trends and Analysis - Contact Volume by Time Report
- Profile Listing Report
- Donor and Gift Reports
- Gift History Report
- Gift History by Group Report
- Soft Credits History Report
- Historic Gifts Report
- Memorial / Honorary Gift Report
- Detailed Gift History by Fund Report
- Detailed Gift History by Donor Report
- Gift History – Export
- Unposted Gift Listing Report
- Tabulate Gifts by Range of Gift Amounts Report
- User Defined Gift History Export
- Soft Credit Acknowledgment Export
- All Gifts Report
- Annual Gift Appeal Report
- Donor Profile Report
- Donor Statistics Report
- Special Donor – Export / Listing
- IRS 990 – Donor Schedule Report
- Promise Report
- Promise Export
- Donors’ First Gifts Report
- Full Donor Profile Report (Gifts)
- Donor Summary by Fund Report
- Donor Summary Giving by Fund Report
- Donor Letters Report
- Donor Giving Last Three Years Report
- Securities Held Listing Report
- Securities by Fund or Donor Report
- Brokers Report
- Securities Historical Activity Report
- Securities Historical Pricing Report
- Trends and Analysis – Donors Report
- Trends and Analysis – Gifts Report
- Trends and Analysis – Donor Promises Report
- Trends and Analysis – Full Development Status Report
- Donor and Gift Report Tables
- Gift History Report
- Pledge Reports
- Grantee and Grant Reports
- Grant History Report – Opt by Grant
- Grant History Report – Opt by Fund/Tran Date
- Grant History Listing Report
- Grant History with Payments Report
- Grant History by Fund Report
- Grant History by Group Report
- Conditions Follow-up Due Report / Export
- Cumulative Grants by Fund Report
- Payments by Fund Report
- Export Grant Information
- Grants by Program Area Report
- All Applications Report
- Committee Budget Report
- Available to Grant Report
- Grant Cancel / Refunds Report
- Foundation Center Survey Export
- Grant Analysis by Fund Report
- Donor Advisor Letters Report
- Outstanding Grants by Fund Report (Grants)
- Grant Proposal Funding Report
- Grantee Profile Report
- Grantee Summary History Report
- Grantee Detailed History Report
- Payments by Grantee Report
- Export Grantee Information
- IRS 990 Grantee Schedule Report
- Summarized Grantee Report
- Unposted Application Listing Report
- Unposted Application Profile Report
- Unposted Application Export
- Unposted Application Export w/ Fund Rep
- Review and Required Items Report
- Unposted Application Listing by Fund Report
- Unposted App Address Info by Fundid
- Review Available Balance of Unposted Applications Report
- Application History Listing Report
- Application History Export
- Application History Export w/Fund Rep
- Review and Required Items – Posted Report
- User Defined Application History Export
- Amortization Schedule Report
- Unposted Applications Report
- Trends and Analysis – Application History Report
- Trends and Analysis – Grantees Report
- Trends and Analysis – Grant History Report
- Conditions Activity Report
- Trends and Analysis – Grants – Budget to Actual Report
- Trends and Analysis – Full Grant Status Report
- Grantee and Grant Report Tables
- Grant History Report – Opt by Grant
- Scholarship Reports
- Unposted Scholarship Applications Report
- Unposted Applications by Fund Report
- Scholarship Conditions Report / Export
- Payment Status Report
- Fund Award History Report
- Scholarship Purge Report
- Scholarship Renewals Report
- Export Application History
- Grant History w/ Scholarship Fund Report
- Student Export
- Student Listing Report
- Fund Scholarship Listing Report
- Unposted Scholarship Applications Report
- Fund Reports
- Fund Listing Report
- Fund Profile Report
- Fund Distributions by Fund Report
- Fund Distribution Listing Report
- Fund Summary Activity Report
- Fund Goal Report
- Fund Representative Export
- Fund Notes Report
- Available to Spend Detail Report
- User Defined Fund Export
- Trends and Analysis - Funds Report
- 1099-R Report
- Trends and Analysis - Asset Analysis by Division Report
- Fund Listing Report
- Accounts Payable Reports
- Payment Selection Report
- Vendor Listing Report
- Aged Trial Balance Report (Accounts Payable)
- Cash Requirements Report
- Check Register Report
- 1099 Vendor Report and Forms
- 1099 Vendor Report w/ Fund Information
- Vendor History Report
- Payables by Fund Report
- Payables as of a Past Date – Fund Detail Report
- A/P Voucher Line Item History Report
- Void Checks Report
- Outstanding Grants by Fund Report (Accounts Payable)
- Grants Payment Selection by Fund Report
- Grants Only Check Register Report
- Payment Selection Report
- General Ledger Reports
- YTD General Ledger Report
- Trial Balance Report
- Consolidated Trial Balance Report
- Journal History Report
- Fund Activity Report
- Fund Balance Report
- Chart of Accounts Report
- Master Chart Report
- G/L Segment Report
- Asset Analysis by Division Report
- Reconcile Subsidiary Modules with G/L Report
- Annual Fund GL and Subsidiary Report
- Consolidated Financial Statements Report
- Consolidated Financial Statements Export
- Fund Statements Report
- Fund Statements Export
- Word Merge - Right Flush Detail Amounts feature
- Columnar Financial Statements Report
- YTD General Ledger Report
- FACTS Reports
- List Funds within a Pool Report
- List Accounts within a Pool Report
- Transaction Entry Listing Report
- Transaction History Listing Report
- Reconciliation History Report
- YTD – Reconciliation Report
- Unitization History Report
- YTD – Unitization Report
- Investment Performance Report
- FACTS – G/L Comparison Report
- Outstanding Check Report / Export
- List Funds within a Pool Report
- System Reports
- Run Standard FIMS Reports
- FieldMaker
- FIMS Chart It
- Spending Policy
- FIMS Administration
- System Features
- Common Terms
- Navigating in FIMS
- Keyboard Shortcuts
- System Configuration
- FIMS Tools and System Utilities
- Tools
- FIMS System Utilities
- System Initial Setup
- System Options
- Run Procedure
- Menu Security
- View Security
- Set Security Administrators
- Establish System Users
- Enable FIMS Complex Passwords
- Set Automatic Numbers
- Change Fund Codes
- Change Fund Id Code
- Clear Process Lock Flags
- Maintain Required Fields
- FieldMaker Configuration
- DonorCentral
- FIMS Update and Patch Install Utility
- Graphical Report Templates
- System Reports
- Admin Utilities
- Dynamic Menu Maintenance
- Global Change Program
- Global Code Change Program
- Import Record Updates
- Grantee NTEE Codes Audit
- Delete Temporary Files
- Permission Purging Utility
- Mass Change Security Permissions
- User Permissions Report
- Database and File Viewer
- Remove Bad Unposted Interfunds
- Database Health Audit
- Rebuild Summary Tables by Year
- The FIMS Database Auditing Feature
- System Features
- System Requirements and Admin Guide
- Progress Upgrade and Server Move Documentation
- FIMS Release Notes
- FIMS 14.77 Release Notes
- FIMS 14.76 Release Notes
- FIMS 14.75 Release Notes
- FIMS 14.74 Release Notes
- FIMS 14.73 Release Notes
- FIMS 14.72 Release Notes
- FIMS 14.71 Release Notes
- FIMS 14.70 Release Notes
- FIMS 14.66 Release Notes
- FIMS 14.65 Release Notes
- FIMS 14.64 Release Notes
- FIMS 14.63 Release Notes
- FIMS 14.62 Release Notes
- FIMS Upgrade Guide
- Progress and Technical Issues
- How to obtain a SOC report for Hosted FIMS and DonorCentral
- Progress OpenEdge 11.7.20 Resolved issues
- Unable to open file npo\found\fims\custom\fm\..\udsfile.d when committing FieldMaker
- Access Denied in Fund Notes Field on Data Grid on Fund Module
- Could not create SSL/TLS Secure Channel
- Error: Invalid or inappropriate handle value given to RUN...IN statement. Procedure '?':-1. (2128) when posting asset rebalancing journals
- FIMS Crashes when Posting Large Amounts of GL Entries
- Error 1053: The Service did not respond to the start or control request in a timely manner
- Tax Status Plus Migration
- **Unable to update Fund Fieldmaker Fields. Field (142) when Committing Fieldmaker
- Warning **Set Scrollable to TRUE to change VIRTUAL-HEIGHT-PIXELS (4069) in Fieldmaker
- Category.dll and Promsgs.dll files in use when attempting to upgrade from Progress OpenEdge 11.7x to 11.7.19
- Error: Unequal Number of User Areas Detected in the Target Database. (6770) when copying live to Demo
- Posting Journal Entries Times Out when posting Large Amounts of Entries
- Menu bar is Missing in FIMS
- Progress OpenEdge 11.7.19 Resolved Issues
- Data Grid Icons Missing from FIMS on Windows 11
- What is the FIMS Database Health Audit Feature and how do I Use it?
- Entry is outside the range of list (560)
- **Unable to open file: Errno 2 when posting checks
- Error code 336151608: SSL routines (9318) when connecting to webservice when running Watchlist Check
- Could not understand line tools\old\gui\system when upgrading FIMS
- Error: Unable to open file N:\found\tempfile\NXT\rts_ when open a Module in FIMS
- WARNING: -D limit has been exceeded message when working in FIMS
- How do I Diagnose ODBC Connection Errors?
- Progress ODBC Connection Pulls Wrong Index from Database
- [DataDirect][ODBC Progress OpenEdge Wire Protocol driver][OpenEdge] Broker rejects connection (8839) No SQL servers are available. Try again later.
- [DataDirect][ODBC Progress OpenEdge Wire Protocol driver][OPENEDGE] Access denied )(Authorization failed) when connecting to ODBC Data Source or running a Report from Crystal or adding Database tables to a Crystal Report
- Error: [DataDirect][ODBC Progress OpenEdge Wire Protocol driver]
- Error [DataDirect][ODBC Progress OpenEdge Wire Protocol driver] Socket closed when doing a Test Connect in ODBC to FIMS Datasource
- How to Restore a Full or Incremental Database Backup
- Database BKP File is a Different Size Between Scheduled Task and Manual Backup
- What is the database engine used by FIMS?
- Error You May not Compile Programs that Update the Database in this Version 490 when updating FIMS
- **The Profile Affiliation record has NO-LOCK status. Delete not allowed. (335)
- FIMS Knowledgebase
- Global change shows no Fields to Limit By
- How to Save Crystal Fund Statements to Fund Folders
- How to Mark Profiles as Inactive Based on an Affiliation Code
- Investment account code does not automatically change when re-running Gift deposit form and typing in account number
- Bulk Mail Pointer on copied profile is auto populated with original profile
- 2023 Form 1099 NEC lists For Calendar Year as 22 in form ck1099-nec
- Error Neither IDcode nor Fundid appear in table Fund. Cannot Process Table when running Clear 1099 Adjustments Amounts
- Drop-Down does not work in Reconcile Subsidiary Modules with GL Report
- How to search by fund name in fund module
- Data from address 2 imported in Grant Import when address fields are blank
- How to mass remove Fund Associations from Profiles
- Changing Suggesion from Declined to Pending in DonorCentral does not allow Suggestion to be imported into FIMS
- Error Unable to complete automatic datatype conversion when accessing profile module
- FACTS YTD Reconciliation Report not correct if run for the entire year
- No fund record is available. (91)
- Unable to extract BUFFER-VALUE for field divcode. (7366)
- What is the difference between the Explore_Dir directory and the Explore_Dir_Alt one?
- Error: No system control record available (91) - when creating a record
- How do I run a list of vendor payments?
- How do I post a Denied Grant application to history?
- How do I change the donor on a pledge?
- Error Profile not found when using the import record update tool
- Current gift history record has been changed. Do you wish to save those changes?" when browsing certain gifts in Gift History
- How do I create a list of master and sub funds?
- I am getting a missing account message in my asset rebalancing report. What does this mean?
- How do I delete a data grid for a former staff member?
- Can a posted journal entry be edited?
- How do I separate 1099-r and 1099-m?
- My admin fee calculation isn't right. How do I find out why?
- How do I delete a datagrid?
- How do I run a gift history report that does not show all the adjusted gifts?
- I see many different types of SysID values in the GLJourHis.SysID field. What do the values represent?
- Why would I use an offset fund?
- How do I change from 2 to 3 fund balances?
- Can I create contacts from an excel file of idcodes?
- Can I add Available to Spend to my fund Statements?
- Beginning fund balance does not match ending balance
- All profiles set as individual after DIY Profile Import
- Error: Word can not parse your query options into a valid SQL string
- I changed the default values for a FieldMaker field. Is there a way to change the existing records or do I have to do it manually?
- The address printing on our 1099's is wrong. How do I change it?
- I need to change the codes on many different fields in various records. Is there a way to use a spreadsheet to make the changes?
- Can a prior budget be printed by month without designing a statement? I want to use it to enter current year budget.
- Is there a way to update the reconciliation date in AP with a file from the bank?
- How do I report on admin fees?
- How can I get the remaining balances of my pledges as of Dec 31?
- Error: n'est pas une valeur entiere correcte when preview/printing checks
- How is the Fund Activity Report sorted?
- How do I cancel an Interfund Transfer that was processed in error?
- Error on journal key when creating journal entries for spending policy
- How do I add the joint or alternate name to a profile data grid?
- Cash Call not selecting correct funds
- All zeros when exporting quarters for spending policy calculation
- I get errors when I try to run a profile export using a large list of affiliation codes. What do I do?
- How do I add a row or line to a Design Statement
- No payment selected for printing when attempting to print a check
- Error upfront-min-on-zero has an invalid value of (4058) when loading admin fee default settings
- Can I run a report showing Asset Strategy percentages?
- FieldMaker Fields not viewable in External Programs
- When trying to post journal entries I get an error message about the pool being closed. What does this mean?
- Invalid Scholarship Fund and **E Missing Fund Scholarship Record
- How do I remove an Investment Account from a Pool?
- Error : CRC for Profile does not match CRC in fm/####/fm_profa.p. Try recompiling. (1896) when trying to save a new profile after an upgrade.
- I need to change all the tickles from one person to a new one. What is the easiest way to do this?
- Is there a report I can pull that will show what the ATS was on a fund for a particular year?
- How do I print checks that have been posted before printing?
- Promise next key not available - restart FIMS when adding a promise
- Why is a C/O field showing under title on some reports and exports?
- Why is my gift edit report blank?
- How can I get a listing of the FACTS transactions that were outstanding as of a specific date?
- How do I run a create a Datagrid to exclude Non-gifts?
- How do I reverse a Gift Reversal?
- Is there a way to get a Reminder from Grant Conditions Reminders?
- Do I have as many FIMS user licenses for the Test database as I do for the live database?
- How do I keep from over-granting my Non-Endowed (Pass-through) fund when pledges are involved?
- Alpha Sort Field is Incorrect after Profile Merge
- Error: Unable to open file: ocnvCPRF.txt. Errno 2. (98) - when running the DIY profile import tool
- How do I adjust a Data Grid made by someone else?
- I just ran an export and the carriage returns in the comments caused them to flow to the next line instead of stay on the same line. How do I fix this?
- How do I use the master/sub fund feature?
- Outstanding Grants by Fund report is missing a lot of grants
- Error: Buffer-field rpt-name was not found in Catalog - when trying to load a datagrid
- How do I Create Donor Records for a List of Profiles that have no Donor Record?
- Why do I have multiple lines for records?
- End of Day Price has Question Marks for Values along with the Unrealized Gains and Losses in the Unitization Report
- I closed the Grants Module and when I went back to enter more grants my default settings weren't there.
- How to find the cause of variances in the Reconcile Subsidiary Modules Report
- Error Non Gift Distributions are out of Balance when Attempting to Save an Unposted Gift
- Error Invalid character in Numeric input e 76 in Fund Statement Designer
- How do I set up an admin fee to charge 100 percent of the fund balance?
- How can I set up an admin fee so that I do not assess an amount that will cause the fund to go negative?
- How do I change row color? When I right-click on a data grid, the row color option is grayed out
- Error You Must First Create an Opening Account Balance when Starting a New Cycle for an Account in FACTS in Reconciliation
- Error: Student Already Exists with ID Code. 132 when Importing Scholarships
- Some PDFs are not Created when Running the eAdvisorFundStatements2007 Macro
- Fund Statement does not Display Gift or Grant Detail when Gifts and Grants over a Certain Number
- Error: Invalid Import File. Please retry. when Importing Scholarships
- Error: Column format does not exist. Please try again - when choosing a column format in Design Statements
- This process is disabled here - please run this from the appropriate location" when adjusting scholarship
- No Results Returned from Tax Status Organization Verify. Web Service could not be Accessed. Check Internet Connection
- Error Occurred while Accessing Component Method Property Method Export Logon Failed Error Code 080020009 Print Funds ODBC Crystal W Xpress W 5890
- How do I create a calendar year Balance Sheet in Fund Statement Designer?
- Can I rename Field names in FIMS?
- How do I get the Individual Grantee Detail on an IRS 990 Grantee Report?
- How do I create a Year to Date Statement in Fund Statement Designer if we use a Fiscal Year?
- How long can a fund name be?
- How do I record a stock dividend?
- Soft credit percentages will not calculate
- I am getting a stray line in my financial statement. Where is it coming from?
- How does the 990 grantee report select the records?
- I need to globally change some codes. What tools can I use?
- How do I globally change my staff codes?
- How to reverse admin fees
- How do I apply a debit memo?
- How do I set up an admin fee on gift revenue?
- What did I do to cause the FACTS to GL comparison report variances?
- I tried right clicking to paste into the Fund Note screen, but there is no paste option. How do I get information in that field?
- Global change program does not allow a change to the board date, is there another way to change that date?
- Why don't the trial balance debits and credits agree to the consolidated trial balance totals?
- Error: Payee not on vendor/grantee table
- How can I move the vertical icons in a data grid?
- How do I import affiliation codes into a profile?
- How do I unpost FACTS for multiple cycles?
- How do I use the Bulk Mail field?
- How do you assign check printing to a particular tray?
- How do you set up future years payable?
- How do I exclude a pool from asset rebalancing?
- How can I find out who posted a Journal Entry
- FIMS prints checks or 1099 forms to a fax instead of a printer
- Can I add notes to a tab in FIMS?
- I have a list of funds I need to import, but I don't see a fund import on the menu. Is there an import?
- Why is there no check preview option on my Print Check report?
- When running Asset Rebalancing I have this message: Warning: Variance does not net to -0-
- Error in FIMS: adm2/smart.p was not found (293) when Compiling FIMS
- Error: errno 22 reading promsgs file when working in FIMS
- Errors when trying to add affiliation codes to profiles from a file using the add affiliation tool
- Warning: **W The Apply Dates Are in a Future Year - after running the GL Edit Report
- How do you interpret CRA tax laws?
- Error: table has value exceeding its max length or precision - when running a report
- How do I use the Special Handling code for Profiles and Funds?
- How to Save Scanned Documents to Fund or Profile Folders
- What fields can I add to a check form?
- How do I fix the grant numbers when I forgot to change the sequence?
- How do I copy subtotals only in Excel instead of all the rows?
- How do I change the grant numbering to start with this year instead of last year?
- What do the Amount Fields mean in the Pledge Payments Due Export?
- Why is my statement not available for a Columnar Financial Statement?
- How can I turn on the Pledge Module?
- Why did my GL Accounts not automatically build when saving fund records?
- What does the System Option Enable Cash Requirement do?
- Asset Management Tab in Fund Module is Missing
- What does the System Option Asset_Mgt_Rebuild_Targets Do?
- How do I use the System Option of Fundid in IdCode?
- How do I merge cells in Excel to form a name?
- What does the Principal Access box mean and what is it used for?
- How can I tell if a gift is from an anonymous donor?
- In what module can I find the fields labeled FundComment1-5 in gift exports?
- How are recurring entries used?
- What are staff codes used for on the fund record?
- What does the Endowment box mean and what is it used for?
- Are any of the notepad like fields in the Fund module exported in the Gift exports?
- How do I change the utilization report to separate data instead of combining it into columns?
- Can I print checks today with tomorrow's date?
- What are the tables in the FACTS module?
- What happens if I click the Anonymous box on the Fund 1 tab in the Fund Module?
- What could you use the Accounts Payable Voucher Import For?
- How do I delete closed pools so they are removed from the pools tab?
- My Transaction in not Showing up in the Right Area of the Accounts Payable Check Reconciliation Report. How do I change it?
- How do you modify positioning and size of fields in check forms?
- How do I modify the staff code list used on a contact record?
- How do I record a transfer of investments from one investment firm to another in FIMS?
- Is it possible to import a credit card statement into FIMS?
- How do I get a list of inactive funds?
- Can we fix NCOA addresses to be upper and lower case?
- How can I uncancel a grant?
- How do you capitalize mailing addresses to conform to postal requirements?
- How do I change something I typed in all CAPS to mixed case?
- Can I ignore the allow mail flag when pulling an export?
- How do I make "Expand All" Remain Unchecked?
- I seem to have grant numbers that aren't used. How does that happen?
- Is there a way to find affiliation codes in the code table?
- How do I create a data grid that contains everyone with certain affiliation codes?
- Affiliation selection in datagrid set-up not able to be viewed
- How do I remove funds from the manually adjust spending policy screen?
- Error: **E Debits do not equal credits for fund "abc" in year 20xx" when running my GL Edit Report.
- How do I find vendor fields for use in a grid or report?
- Why are the GL accounts not automatically building for a fund added to the master chart?
- What report or export can I use to create a letter to a donor that references when they last made a gift?
- What is the definition of Natural Account?
- What report can I run that will show me the last 3 years of consecutive donor giving?
- Why didn't my Grantee change seem to work in AP - there is nothing new to pay?
- What is the meaning of VD in the journal entry description of my AP voucher posting?
- How do I print out a list of the codes in the fund division, class, type and subtype fields?
- Can I add a distribution type on the GIFTS distributions section?
- Why do blank vendor records in the Accounts Payable module create errors?
- How does being on a cash basis affect AP processing?
- Spell Checker is causing FIMS to hang up
- Why are labels only displayed in the printer friendly view?
- How are Transaction-Based Admin Fees Calculated?
- How many items can I fit in a FieldMaker combo box?
- Why do blank student records in the Scholarhsip module create errors?
- How do you suggest we manage the coding for Gift cards?
- Error: Excel has detected app.txt is a SYLK file
- How do I find out how much a donor gave to their own fund and how much to any another fund?
- Can I format FieldMaker fill-in boxes?
- How can I move or copy all of the security settings for one person to another?
- How do I change my date formats from MDY to DMY?
- How do I create a default lookup view in data grids?
- Why am I suddenly getting small allocations to funds with no market value?
- Using a CLOB Field In FIMS
- How do I create a debit memo to restore a grants payable item?
- When I open FIMS I always open the same module. Is there a way to do this automatically?
- How do I print the 1096 form in FIMS?
- How do I add or edit bank account information for my organization?
- Error: Missing A/P Lines. Apply to can only be used with Debit Memo or Prepaid" when Attempting to Post a Payment Item
- Error: No tt-list record is available. (91) when running the Fund Listing Report with FieldMaker Fields
- Error: This Application cannot be found in either unposted or posted AP. Most adjustments cannot be done on this application.
- How do I stop the Open File Security Warning for FIMS
- Can I save a Scholarship Letter with the SaveGrantLetterGrantNumberFolder Macro?
- Why am I getting Application Edit report errors about matching funds?
- Users are experiencing slowness opening FIMS initially for the first time in the day
- Profile record not on file (.138)
- How do I combine two pools?
- Graphical Reporting Errors
- Transaction Date Changes after Clicking Edit Transaction and Changing the Date Reconciled Date
- How do I close a checking account in Accounts Payable?
- Voucher Advanced by Two Numbers in Pre Print Report and Action Shows Void when Attempting to Print a Check
- I closed the tickle screen by mistake. Do I have to log out and log back in to get it back?
- How can I get my GL accounts to default in when processing gifts for things other than just checks?
- How do I set up matching gifts to connect in the Gifts module?
- How do I remove a negative admin payable in open items?
- Where does the information on the contact tab on the application come from?
- How can I change salutations using Excel?
- How do you record a gift received through PayPal or via credit card?
- How do I enter a pledge and pledge payment if I don't have the Pledge module?
- How do I find donors who have given to funds other than their own?
- Can I email to the profiles in my data grid?
- How do you Format dates in a Microsoft Word document?
- How do I use multiple windows in FIMS?
- What should I consider when setting up automatic end of year closing?
- How do I enter a payment on a pledge?
- Can you suppress lines of funds with no calculation in the admin fee calculation report?
- Why does the General Ledger summary for the Admin Fee report show a different account from the one I selected?
- What is the Meaning of all the Items on the Accounts Payable Check Reconciliation Report?
- What are the sections on the Committee Budget report?
- What does the Exclude block text field from Export option do and why would I use it?
- How do I correct a pledge payment posted as a gift?
- How do you enter your operating budget in FIMS?
- How do you manage a list of profiles that needs to be reviewed?
- Why am I missing vouchers on the 1099 report?
- How can I print 1099s for only one Tax ID?
- Error: G/L Account does not exist. Please retry - when adding accounts usnig the G/L Account Mass Add/Delete
- Why is each item on the IRS 990 Grantee Scheduled report is on a separate line?
- How do I record gifts that are part of payroll?
- Error: "Array fields cannot be changed using this program" - when using Global Change
- Can you create a fund statement that crosses fiscal years?
- What are the RBC-ACH & NACHA check formats?
- How to Transfer Book to a New Pool
- Where is the Word executable path in System Initial Setup used?
- When does the last check used field on the bank account record change?
- How do I use the Grantee Status Code?
- Can you include only part of a voucher on a 1099 report?
- How do I create a Vendor Report that includes Tax IDs?
- 'Failed to open the connection' when attempting to run the custom reports through FIMS
- Error Missing G/L Accumulation Debit Account
- How can I select a different 1099 form?
- How can I see all Saved Reports in FIMS?
- How do Handle an Accounts Payable Check Reconciliation when a Transaction hits the Bank in a Month Prior to the Books?
- Why is spouse used in the labels for the Salutation tab?
- How would I get a report/export of Item Entry vouchers in Accounts Payable?
- What advantage is there to using the graphical output option?
- How do I undelete a profile?
- Is there any way to see the balance sheet while in the Fund Module?
- How do I save to a sub-folder when using FIMS macros?
- How do I make a change for a code field for multiple Funds?
- Why is Microsoft Word producing extra spaces between paragraphs?
- How do I set up the profile user-defined codes?
- How do I run a report to find all profiles added since a specific date?
- How do use the Committee Code and Community Code budgets in grants and scholarships?
- How do I Mass Change Default 1099 Boxes on Vendor Records?
- What does the -1 Accounts Created Message in End of Year Process mean?
- When are accounts automatically built for funds?
- Datagrids created on the Contact tab in Profiles ignore the selection tab
- Why do I need to rerun the application edit reports before posting?
- How do I add a new Investment Account to a pool in FACTS?
- How can I export the Profile notepads?
- How do I get rid of a negative grant payables in open items?
- Some Grants are missing from Application Edit Report
- Number appears on the same line as the Tax-ID when running 1099 vendor Report and Forms
- How do I use the 1099 Adjustment box in FIMS?
- Where do the budget numbers come from when running the committee budget report?
- Value for Tickle Field not shown in Global Change
- How do I handle a situation where the grantee cashed the original check and the reissue?
- How to update the fund statement button to point new time period
- Gifts show in Gift Detail on Fund, but not in Summary
- Why is there a second voucher in open items when I post a grant adjustment debit memo?
- How do I turn on and use Profile Aliases?
- Error: "You cannot enter a date range that spans fiscal years" when Printing Checks
- I have two GL accounts for the same fund for the same year, how do I get rid of one?
- How can I format the fonts on check forms?
- How can I check the numbers on an IRS 990 - Donor Schedule Report?
- Error: "Missing idcode" - using Add Affiliation from Exported File
- Can I use commas in field values for combo boxes in FieldMaker?
- How do I adjust Gifts and Pledges without Posting to the GL?
- How do I change voucher dates on admin vouchers that have already been paid?
- Error The Module ODBC Crystal Bin craxdrt dll was Loaded but the Call to DLLRegisterServer Failed with Error Code 080040152 when Running Crystal Reports from FIMS
- Are there reports that include all affiliation codes on a profile?
- Do I have to check the 1099 boxes on Vouchers in order to print 1099 forms?
- The mass/add delete GL account tool does not add account to all the funds
- Why am I missing Investment Accounts in the FACTS YTD Reconciliation Report?
- When should I run the Journal Entry Report?
- Can I choose what fields show up on my labels when I run the Address Listing w/Labels and Email Report?
- What is the GL Fund ID used for?
- How do you suppress blank lines in a merge document?
- Error Array subscript 24 is out of range Shown in Results when Running or Exporting a Columnar Financial Report
- Is there a way to export text beyond 255 characters?
- How do I add the available to spend value to a data grid?
- How do I create a list of fund active on a specific date?
- How do I change the fund on a posted pledge?
- How to report on spending policy code
- One fund is not Pulling on Fund Statement Export
- Error Part of the Adjustment has Already been Posted Cannot Delete Adjustment when Attempting to Delete an Adjusted Gift in Unposted Gifts
- Why does my available to spend fund balance not equal my available to spend number?
- What do the codes in Tax Status Plus mean?
- What does the Allow Blank Codes System Option control?
- I denied\withdrew a grant and processed it so now is in application history but what I meant to do was to approve it. Is there anything I can do?
- How to add a new account type?
- Error: "FM_Application Record not on File" when Viewing Grant Applications
- How do I record a pledge payment for someone else's pledge?
- Can you add the grantee address to a separate column of the IRS 990 export?
- Blank affiliation column after selecting yes to the run-time option in the User Defined Profile Export
- How do I edit values in Cash Requirement Fields
- What are the benefits of Grouping Profiles?
- Error: Value cannot be displayed using 9.99 74 or Fund Target tab displays question marks in the Current Percentage column in Asset Re-balancing
- Why are my FieldMaker changes not taking effect?
- Question Marks Show for Amount on Voucher in AP Open Items
- GL Account lookup does not find account if fund codes are different in different years
- Is it possible to change a grant and gift into an Interfund transfer?
- What is the best way to manage Supporting Organizations in FIMS?
- Why is my ACH payment using an inactive ACH account?
- Question Marks Show on Datagrid instead of Data Results
- Message Max Users are Logged in when Attempting to Log into FIMS when no Users are Logged In
- Cannot Edit or Move a Layout Item in Fund Statement Designer
- How do you manage multiple description elements in a pivot table?
- What is an Interfund Transfer?
- How to enable the WORD ribbon or menus when launching individual statements from the fund module
- Distribution record with ACH information does not get updated with the profile ACH information.
- Error: Corrupt block detected when reading from database when in FIMS
- How do I update the GL accounts for Gifts?
- How can I delete a fund I created in error?
- How do I find the most recent grant given out by a fund
- How to change the refund date of a grant?
- How do I get the right salutation to export when using the User Defined Profile Export?
- How do I rename Required Item date fields?
- How to Import AP Vouchers with GL Sub Accounts
- Unable to change page orientation on report when using Graphical Viewer after the 14.60 update
- Student ID not Displaying on Scholarship Check
- Error: "Operating Fund record is missing, please check System Control Record" when Posting Administrative Fees
- Payment Void did not Debit and Credit the same GL Accounts as the Original Payment
- Error: "No Checks Selected for Printing" When Printing Grant Checks
- Error: Unable to open file: dormant.profile... Errno 2. (98) when deleting Dormant Profiles
- How do I run a Report that will show Partial Grant Refunds or Cancellations?
- How do I record a grant payment using a Credit Card rather than a check?
- How do I copy an Interfund?
- Error Unable to Update Additional Information Field when Attempting to Change the Status and Action Fields of a Grant Application in FIMS Grant Module
- Why are some of my gifts missing from the Donor 990 schedule?
- How do I print out a list of my Special Handling Codes?
- I used the wrong date when I voided a check. How do I fix it?
- How do I insert accents and umlauts into names?
- How to I get tabular data for the contact person's tab?
- Scholarship Import does not Update Institution on Existing Student Record
- Error "Unable to Establish Connection to the WebServer. scGetList Function cancelled." when Importing Grants
- How do Units in FACTS function?
- Is there any way to exclude the funds that are negative from the FACTS allocation?
- Export Grant Information Export does not Output Organization Name
- How are admin fees calculated for a particular fund?
- Why doesn't my posted gift show in General Ledger?
- How do I get a file of names and addresses of donors to a particular fund?
- There are no AP vouchers when I post Grants
- Ending period should be same as begin or blank when running Evaluation Method 7 or 8 in Admin Fee Calculation for Trailing Quarters
- Can I verify the tax status of more than one grantee at a time?
- My trial balance is out of balance, but I don't have any fund balance error messages when I run that report. How do I find the problem?
- Failed to retrieve data from the database. Details Database Vendor Code 210074 when Attempting to Run Crystal Report from FIMS
- How do I create an offset fiscal year fund statement?
- FIMS .Net Assemblies Configuration was Updated on this Workstation
- How to Unpost the Last Accounts Payable Checking Reconciliation
- How to Create 1099s for Submission to the IRS FIRE Website
- Error Your T Record Contains Incorrect Incomplete Information in Positions 304 through 358 when Submitting 1099 to IRS Website
- Is there an easy way to compare my spending policy calculation to my fund balances?
- How do I create a columnar Fund Balance report for multiple fiscal years?
- Error The Value is too Large for Field in Grant Import
- I used the wrong expense account on an admin check. How do I correct this?
- Primary Payee Contact is not pulling into Grant Application using Grant Import
- How do I change the GL account my admin fee journals use?
- How to add Fees to Gifts
- How do I Post a Gift or other Transaction without Affecting GL?
- Transactions missing out of Pool
- Totals Only Checkbox does not Save Correctly on Gift History Saved Report
- The View, Reports, Tools and Custom links at the Top of the FIMS Main Screen are Inactive after Upgrade
- Error: Error Compiling npo found fims custom fm 50717 sfm appl w
- Error 1 T Record has a Transmitter Control Code TCC in Positions 16 through 20 that is Different than the TCC you were Prompted for on the Screen when Uploading 1099 to IRS Website
- Error: Division Code or Sub-Type is Blank for Fund. Accounts not Created for Fund when Running Auto-Build General Ledger Accounts for a New Dummy Fund
- When Launching FIMS on the Server a Windows Installer Window Opens
- Error: No PROGRESS program specified for RUN or COMPILE (467) when Running the AP or Grant Edit Reports after an Upgrade
- How to Get the Tax ID for Vendors to Show on a Report
- I did a grant date adjustment so Grants are now right, but the GL is still wrong. What did I do wrong?
- Soft Credits on Giving History in Profile are not Sortable by User
- Error Invalid Grant Interfund Acct when Posting an Interfund Grant through the Interfund Module
- How to exclude invalid addresses from a report
- Scholarship Payment Voided to Wrong Account
- Error drive letter npo found fims is not a valid install directory. Install failed. when upgrading using the setup.exe
- Affiliations Being Assigned to Profiles after being Marked as Temporary and Cleared from Profiles
- The following users are accessing X: (User's NAME) Please retry later.
- Create Debit memo, Create Payment Item, and Print Check Buttons are all Grayed out for Subsequent Admin Vouchers after Processing First One in Open Items
- Error: gui\grants\d-appdef.w Shared variable def-AutoCreateGrantee has not yet been created. (392) when Clicking Application Defaults
- How do I process a hand check?
- How can I enter missing batch #s on gifts that have been posted?
- Why do my account types keep changing?
- Is it possible to change journal entries created in Automatic Entries before posting?
- Error Run Time Error 5152 This is not a Valid File Name when Running the SaveGrantLettersFundID Macro to Save Grant Letters
- Multiple Vouchers on One Check Overflow to Other Checks when Printed
- **E - Row # "Row Number" - No Matching Fund - "Fund Name" when Importing Journal Entries
- How do I add a new fund class?
- How do transactions get into FACTS and how do I fix them?
- Access Denied message going into FieldMaker
- YTD GL Report and YTD Reconciliation Report Wrap Digits to Next Line of Report when Printed
- Invoice Date on Voucher Changes when Payee ID is Changed
- Can I Approve a Grant or Scholarship posted as Denied?
- Student Record Name is not Updating after Changing the Name on the Profile
- How can I Remove an Un-posted Journal Entry that is Years into the Future?
- Error: No Tran-fund record is available. (91)
- Error: "New pledge next key pledge.pledgeNum() is not available" for gui/system/keyNum.p when trying to make a new pledge
- Error: Create row for application failed. 0 grant applications created
- Could not load DLL procedure XPRINT.DLL 3258 when Attempting to Print Checks
- Check in Check Export has ACH Account Number from Check Directly Above in the Report
- Error: **CRC for Profile does not match CRC in gui/profiles/f-pro.w. Try recompiling. (1896) - when launching FIMS
- Two Payments Lines are Created when Importing Grants from DonorCentral
- All of the detail shows on report when selecting subtotal and totals
- Error Your File does not Contain a Complete Set of T A B C and F Records or the data is not Information Returns when Uploading 1099 to IRS Website
- How do I remove some journals entries that I posted in error?
- How do I use the text fields in the Fund Module?
- How do a create a list of fully paid grants?
- How do I create a mailing list for Fund Representatives?
- Permissions in the User Permissions Report not Found in Menu Security
- Retired Funds are Showing on Trial Balance
- Is There a Way to Add the Gift Language from the Fund 2 tab of the Fund to a Gift Acknowledgement?
- How do I change the cash account on a grant in history when the account number is not appearing as available?
- Why are my new pledges causing variance on the Reconciliation of Subsidiary Modules report?
- FIMS only Displays First Number of Fund Subtype
- Special Donor Report Includes Gifts and Non Gift Amounts
- Gifts are Excluded from the IRS 990 Donor Report if the Fund ID Starts with a Number
- How can I correct or adjust a posted Scholarship?
- Microsoft Word Crashes when Running FIMS or DonorCentral Macros during Word Merge or Running eAdvisorFundStatements 2007 Macro
- Auto Signature not Printing on Checks
- Error compiling fims\gui\Imports\d-grtimpOrig.w
- Message: No Views are Available for you in this Module when Attempting to Access in Module in FIMS
- How do I get a count of my donors?
- How is the next check number identified when printing checks in AP?
- Fund Statement Export is Showing Older Dates
- Error: 1721 There is a problem with this windows installer package.
- How do I Prevent the Prefix from being Automatically Added to the Report Name Field on a Profile?
- No action occurs when typing “RUN tools\upfims.p 'compile' ” in Procedure Editor and pressing F1
- How to update GL account description and type
- Error: 'Either there is no default mail client or the current mail client cannot fulfill the messaging request' when Attempting to Send an Email from FIMS
- How to add or update IRS Foundation codes
- What happens when I mark a code Inactive in its code table?
- Unable to change fund id on grant application
- How do I Edit the Code Value for an Asset Strategy Code?
- I am doing a grant import and the dupchk option doesn't seem to be matching names right. How does it work?
- Grant Analysis by Fund Report Counts Grant Scheduled Payments as Separate Grants
- Why isn't the Highest Period for my Admin Fee calculation method not using my highest balance for the month?
- What can I do to get my Name to Save when I Typed in the Case of the Name Wrong?
- Error: System Error: Application already exists with External-Source" "External-Grant-ID" "Grant Num. xxxxxxx. (132) - when importing new grants
- How Do I get the "This is Not a Check" Watermark to Go Away when Printing Checks?
- IRS 990 Grantee Schedule Total for Section 3 for Scholarships does not Match Scholarship Total on Grant History Report
- Error: Database Demo failed to start when Attempting to Start the Demo Database or Attempting to Copy Live to Test
- 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 specified for query. 13865 Database Vendor Code: -210074
- Error: No tt-profileControl record is available. (91) when Importing Contacts with the Spreadsheet Import Wizard
- Error: There is a Problem with your Criteria items 3 and 4 are Missing a Connector, when Running a Gift History Report and Attempting to Exclude a Fund ID
- How do I add the Allowed Use of Funds field in the Fund Scholarship Listing Report?
- What is my FIMS User Name?
- Numbers in the Billions Display as Question Marks in General Ledger and FACTS
- How to open a New Fiscal Year
- How do I reissue a Grant after the grantee sends back the check?
- Error: Access denied when Trying to Add a Contact on a Profile
- Error FILL-IN fi-status does not fit in a parent DIALOG-BOX F-stop 6491
- How do I get a list of inactive profiles?
- How do I change an account number when I create a grant?
- Can I import grant conditions?
- Why do my pool units get to be incorrect?
- How to turn on Unit cost and Share over-rides in FIMS
- How do I E-Mail Fund Statements or Letters instead of printing them?
- Error Processing Statement No Such Interface Supported when using the eAdvisorFundStatements2007 Macro in MicroSoft Word
- Error: Mismatched number of parameters passed to routine gui system dbattach.p 3234 when running Setup.exe FIMS Installation
- Does NPact support FIMS when accessed over a wireless network?
- Error: System Error: I/O errors - logging into or using FIMS
- OpenEdge Graphical Client has Stopped Working Fault Module Name MFC100.dll
- How to make a fund anonymous
- Error: Browse widget must contain at least one record before SELECT-FOCUSED-ROW method is used
- Fund Statement PDF Files have Extra Spaces and do not Match the Microsoft Word Formatting Results
- Error: Unable to Connect to the Web Service. Please Contact Support for Help when Running the Profile Watchlist Check
- Asset Rebalance for One Fund is not Moving Money from Cash Account to Pool Account
- Error "Check the parameter names in the Crystal report. One or more of the names are incorrect" when running Crystal Fund Statement Export to DonorCentral
- I have a list of profiles that do not have donor records. How can I mass create donor records for these profiles?
- How can I allocate separately billed investment fees to all funds in a pool?
- Error: Contact already exists w/Cntctnum xxxx. (132)
- I need to Add another FIMS License. What is the process to add User Licenses?
- E Invalid Acccount not on Master Chart when Attempting to Post
- Error Font (#) not in Font Set when Running Reports
- Fund Rep Fields are all Blank in Fund Statement Export
- How often is the Tax Exempt database updated for tax status verification?
- How can I Import into a Fund FieldMaker tab that I have Created?
- G/L Account Already Exists with Year () Account Key () when Setting up GL Accounts for a New Fund and New Fiscal Year
- How to Change the GL Account for a Payment Posted to the Wrong Account
- How to Remove Unused Spending Balances for New Fiscal Year
- "Run-time error '4605' The SelectColumn method or property is not available because some or all of the object does not refer to a table" when Running the RightFlushAmount Macro
- How do I apply a FIMS patch?
- Error Microsoft Office Document Cache Migration has Stopped Working when Merging Fund Statements
- Setup.exe prompt Shows an Upgrade to the Same Version that FIMS is Currently on Instead of New Version
- Error: The server or system has no more resources. (748) when Attempting to Log into FIMS
- How do I do a Paid Fund Grant Adjustment from One Fund to Two New Funds?
- 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 continue to be generated. Call FIMS Support to resolve this conflict.
- Can I Create Fieldmaker Fields for Promises?
- Error: This GL Account is a Fund Balance Account, Normally you should not Create Entries when Posting Journal Entries to a Fund Balance Account
- Error Compiling npo found fims custom fm 50717 v fmappl w
- Why is my Date and Time Field in Word incorrect?
- Error: no server active for database - when launching FIMS or Attempting to Log into FIMS
- How do I create an Interfund by linking a gift and a grant?
- How do I adjust a check or 1099 Form?
- Unable to delete single column in Design Statements
- What is the backupfimssrc.exe file?
- How do I determine which accounts roll to which fund balances?
- Can I suppress fund statements for retired funds?
- Why am I missing a fund statement in my merged statements?
- How can I skip a fund statement when printing?
- All funds not shown when running fund statements into a merge document
- How do I use statement styles?
- Error: Unable to open data source when Merging Fund Statements with Microsoft Word
- What are some Common Issues with Fund Statements?
- Update Future Years Accounts Tool Does not Move Payable Amounts from Future To Current
- What check number do I use for an ACH or EFT payment?
- Error Violation d access a ladresse 6ED01CC5 dans le module dhcpcsvc dll when Printing Checks from Accounts Payable
- Error Compiling npo found FIMS CUSTOM odbc crystal W XPRESS.W
- Saving Fund Statements to Fund Folders in PDF Format
- Error the Macros in this Project are Disabled when Merging Acknowledgement Letters
- Error: Lock Table overflow, increase -L on Server (number)
- How can I delete a FACTS pool?
- What GL Apply Date and FACTS Confirm Date should I use for Admin Fees?
- File Conversion Select the Encoding that makes your document readable dialog box appears when Merging Fund Statements
- Error: IMAGE imgBackground does not fit in parent FRAME F-Main (6491).
- Why do the Transactions in the Accounts Payable Check Reconciliation Report Summary Section not tie to the Detail below?
- Error Compiling npo\found\fims\gui\GL\B-CHART.W when compiling FIMS
- How can I make a user a Security Administrator in FIMS if no user is one now or if the FIMS Security Admin is Locked out?
- How do you fix missing files from the formulas directory?
- What do I do if a fund has been removed from a Pool but its Units remain?
- Field Calculation Error Occurred when Running Macro or Merging Letters
- How do I set up ACH or RBC ACH payments in FIMS?
- How to Mass Update Address standardization in FIMS
- How do I delete an interfund record?
- Error: .\gui\images.pl is not a valid PROGRESS library. (1931)
- What are the end of year closing procedures?
- Data Grid with Target Percentages
- Why is the FIMS Full installer hanging?
- Message "Your foundation uses alternate general ledger accounts" when attempting to do a grant adjustment
- Why is the Fund Statement not generating from the fund statement button?
- Spending policy amounts do not show in the fund balance tab
- DLL 'wPDF400A.dll' was not found. PDF Export is not Possible. when Attempting to Save as PDF in Fund Statement Designer or Graphical Viewer
- How do I set up Auditing?
- Missing information on a Donor Report
- How to add a query for a single table?
- Alternative auditing report on a particular policy with a simplified date and user selection
- Message: "There is an unapplied debit memo for this vendor, do you wish to apply it?" When a Voucher is Added for a Vendor
- Blank Payment Date and Check Number for Interfund Grant created in Interfund Module
- How do I Change the Date on a Posted Check?
- Scholarship Refund for Multiple Payment Lines Cannot be Processed Correctly
- Warning: The Entry Attribute on the Combo-Box fi-Field Name has Invalid Arguments, when running the Global Change Program for Fund-Fees
- Exception: Thread ID 22324; Class MAIN, Deadlock 0 when Previewing External Statements
- What Do the Classification Codes In the IRS Notes Field for an Organization Represent?
- E Missing GL Account with Journal Key FD Disbursements when Running the FACTS Allocations Edit Report
- How to change GL default Accounts
- How do I change a profile type from Ind to Org (or vice versa)?
- How to remove a Grant Refund
- How do I change the font size in FIMS?
- The gifts module posts to the G/L Account Key. This entry may cause the account not to balance with the module, " when Attempting to Make a Gift Adjustment Directly in General Ledger
- Message Cannot Reset Hidden Files when doing Full FIMS Upgrade
- How to change check format in FIMS
- Unable to add Affiliation Codes to a Profile record
- How to differentiate from grants imported from DonorCentral and grants manually submitted
- How to correct Recurring Grants that were manually deleted
- Errors Cannot Perform a Cyclic Copy and CMD Does not Support UNC Paths as Current Directories when doing Full FIMS Upgrade
- Error Sharing Violation when doing Full FIMS Upgrade
- Interfund Gift Adjustments Show Two Lines on Fund Statement
- Options for Radio Buttons are not Visible for the Allocation and Entries Routine
- Why is the posting option grayed out on my editing report?
- Error: Error reading socket, ret 10054, error 2. (778) ***Incomplete write when writing to the server (735) - when in FIMS
- Grantee Record is marked Vendor Read Only and Cannot be Edited
- Page Cannot be Displayed when Attempting to Open OpenEdge Explorer on the FIMS Server
- How can I Provide my FIMS Data to NPact if I am On-Premises?
- How to clean up un-needed files on FIMS Server
- Command Window Closes Immediately After File Extract Portion of FIMS Full Upgrade Installer
- FACTS Allocating Negative Unrealized Gains to Largest Fund in Pool
- Payment is Doubled on Check but not on Voucher
- Why are my Monthly Prorated Yearly Minimum Fees Looking back on the Previous Year rather than Forward?
- Type code field is overlapping other fields
- Audit Policies made Inactive after FIMS Upgrade
- Error: Locked for editing when running word merge fund statements
- How to Import Gifts into FIMS
- Access Denied when Accessing Promises Tab in the Gift Module
- How to add a new Spending Policy
- Fund Statements are Blank in Graphical Viewer
- Value (value number) too Large to fit in INTEGER. Line 8242 is Process-Detail gui\ap\d apasof.w. ()15747when Running Payables as of a Past Date Report
- FieldMaker Field Data Duplicated on Multiple Profiles
- Error parson JSON Expecting Brace, but Found Eof 15358 when creating application from imported suggestion
- How do I change the description of a Fund Code?
- How to add an Audit Policy
- How to add tables to an Audit Policy
- How to add fields to an Audit Policy
- How to create Audit Events
- How to commit Audit Policy changes
- Columns Removed in the Gift Detail Section in the Fund Statement Designer still Appear when Previewing or Running Statement
- Error Value cannot be displayed in FACTS reports with Numbers in the Billions after upgrading to 14.60
- Cannot Enter in Numbers in the Tens of Billions in General Ledger
- Why is my FACTS beginning market value incorrect?
- Error Could not find class or interface MicroEdge.Fims.Reports.ViewerControl. (12886) when upgrading FIMS
- Error the DLC Environment Variable must Contain a Valid Path when Launching FIMS or Upgrading
- Second to last line of import is duplicated - when importing grants in FIMS
- Next Action date is incorrect when generating recurring grants from Fund Distributions in FIMS
- Prowin32.exe - Application Error: The application was unable to start correctly (0xc0150002) (0xc000007B). Click OK to close the application. - When launching FIMS on a new workstation
- Audit Policy Records all Changes in the Database Table when no Fields are Defined or when only Some are Defined
- How to move a Fund to another 501(c)3 organization and protect the fund balance from the up and down market
- Beginning Market Value does Match GL Balance for one Fund in Pool
- FACTS is allocating negative realized gains to two funds in the pool where the pool total is positive.
- GL Account on Fund out of Balance from Single Journal Entry
- How to change the Fund Balance account an account number rolls into
- ERROR - Database restore utility FAILED 8564 when Copying Live to Test
- Error Compiling NPO Found FIMS App when Upgrading to 14.60
- The document is not in the proper format - When running the eAdvisorFundStatement2007 Macro
- What should be done in FACTS if a Pool did not earn interest this period?
- How to report on all checks made to a payee
- How to delete multiple lines of an unposted journal entry
- Where is the FIMS Compile Log Stored?
- How to create an Institution for a Scholarship
- Post Processes in FIMS Modules
- How do I export the field 'Individual Name (default)' under Mailing Labels as an option to include in a profile datagrid or user defined profile export?
- Vendor record is deleted if grantee record deleted
- Special Handlings not appearing in Applications when Imported Using Grant Import Process
- Error: License file "d:\npo\found\FIMS\xprint.llc" for 'NPO Solutions, Inc.' is incorrect. (you are using a V6 license file with vpxPrint 10.10n) when printing checks
- Include Checkbox Missing from Reconcile Subsidiary Modules with GL Report After Progress 11 Upgrade
- What methods are supported to remotely connect to the FIMS database?
- Does FIMS have a Positive Pay function?
- "Missing or Invalid G/L" Account error on edit report
- How do I re-run the Gift Deposit Form?
- What is Single User Mode and How can I Upgrade FIMS with this Setup?
- Error: Unable to find database backup file during upgrade
- Fund Activity Report Wraps Digits to Next Line of Report when Printed after Upgrade to 14.60
- Error: **CRC for Profile does not match CRC in gui/profiles/d-scdnit.w. Try recompiling. (1896)
- Error: Database is not connected. SessionParams: Fcompile gui odbc\crystal\w-xpress.w when Applying a FIMS Patch in Single User Mode
- OpenEdge Explorer fails to load with Error HTTP 500 Server
- Invalid version, 1005 expected 1100 in object file n found fims gui system fims.r. 2888 after Progress 11.6 and 11.6.4 Upgrade when Logging into FIMS
- Error: **CRC for Profile does not match CRC in gui/funds/f-fund.w. Try recompiling. (1896)
- Error Compiling getnxtsuggestions.p when Upgrading FIMS
- Icon Images in FIMS are Hidden after Upgrading to Progress 11
- Using Graphical Viewer for Edit and Post Reports after 14.60 Upgrade
- **Error Compiling E:\npo\Found\FIMS\gui\GRANTS\D-IRS990.W after upgrading to 14.60
- Security Gift Reversal not Allocating the Corrects Amounts to the Correct General Ledger Accounts
- Error Compiling npo found FIMS gam GUI conimp.p. Could not understand line 858 196 when Running Compile Task to Upgrade to 14.60
- Error Setting Registry Key for HKEY Local Machine Software ODBC when Attempting to Install ODBC Configuration for Users
- Copy Row Format Creates Duplicates if Row Renumbering is not Used
- ACH information not showing on Dynamic Data Grid
- Importing Suggestions Slow for On Premise Customers
- Aggregate Contributions are Over Stated on IRS 990 Donor Schedule when Using the Pledges Included on Accrual Basis Option is Used
- Grant Suggestions from DonorCentral keep Re-Appearing in the Import Suggestion Tool in FIMS aftter they have been Deleted
- How do I change the date on a posted Debit Memo?
- How to Delete Adminstrative Fee Codes
- Error parsing JSON Unexpected Token Brace 15360 when Importing Suggestions from DonorCentral
- Error: Posting to a closed period - when running edit report
- Could not load file or assembly ICSharpCode.SharpZipLib.dll when running Donor Central Scheduled Sync or Manually from within FIMS
- Error gui/system/d-login.w Database found not connected. (1006) We are unable to continue the update during a Full FIMS Upgrade
- Error: “marksuggestionasprocessed” was not found (293) when processing grant adjustments for grants that came from DonorCentral
- Error: unknown field or variable name- ack-country (201)
- How to change the reason for adjustment after making a grant adjustment
- Grant Description does not pull into Fund Statement Designer
- Warning Attribute Screen Value for the Radio Set RS Send to Has an Invalid Value of 4 4058
- No Programs Compiled Message when Running the FIMS Compiler
- Error ** Check Reconciliation record has NO-LOCK status, update to field not allowed. (396)
- Message: Check DC Email The Profile has a Duplicate Email Address
- Failed to open the connection. FundStatementMaster [filepath.rpt] - when running custom fund statements
- Error: found fims gui eadvisor CreateNxtApplication.p Could not Understand line 682 196 You May not compile programs that update the database in this Version 490 after Progress 11 Upgrade
- Voided check and Grant Cancellation do not show in the Grant Detail tab
- Error: Field Form_FundAnonymous already inferred from XML JSON data. 13179 when Importing Suggestions from DonorCentral
- Funds with 0 units in FACTS pool have negative ending units - when running a unitization report
- Crystal Report Parameters not showing in Progress 11
- Error Retrieving Suggestions from Donor Central. Unable to Open File NPO Found FIMS Temp Files SC Pro10 when Importing Suggestions from DonorCentral NXT with Progress 10
- Error Unknown Field or Variable name Legacy Type 201 when running FieldMaker Process
- Crystal Reports ignore Filters
- Paid voucher still in Open Items
- Error processing statement. Path not found (76) - when using the eadvisorfundstatement2007 macro
- Errors when running Reports in Graphical View on Windows 10 Machines
- SaveAcknowledgement Macro Renamed Microsoft Word in and no Longer Works
- Message 'There are no Licenses Available' when Logging into FIMS
- Crystal report parameter missing Fund ID list
- FACTS Confirm Dates are incorrect when posting Securities Proceeds
- Crystal report parameter is missing some fields
- I'm running a profile report and it's missing the "Send Message" option.
- How do I fix a fiscal year that has been advanced too many times?
- Error Field Form Purpose is already Inferred from XML JSON Data 13179 when Attempting to Import Suggestions from DonorCentral
- Duplicate Funds in Pool after merging two funds
- Error: Field Form_CharityCountry Already Inferred from XML Jason Data 13179 when importing suggestions from DonorCentral
- Error: Unable to Open File Temp Files ODBC 92 log Errno 13 when Attempting to run a Crystal Report from FIMS Custom Menu
- Unrealized Gains Field Populates with Balance
- First Page of Fund Statement Reads Page 1 of 1 when should Read 1 of 2 in Graphical Viewer
- Error: unknown or ambiguous table task (725) [filepath] could not understand line 168. (196)
- How to Reset the NPO Password or Another FIMS User Account Password?
- Checking Account missing from AP Reconciliation Tab
- Error: LFRemover.exe has stopped working and other errors when trying to import Grants after updating to 14.62
- Csv file was not found. 293 when Importing Grants
- Error processing statement 1; bad file name or number (52) when using the eAdvisorFundStatements2007 Macro in Word
- Checking Reconciliation Troubleshooting Guide
- Retired fund has available to spend balance
- GL account fundid does not match the fundid
- Unable to open file [file path] Errno 2 (98) when running the Application History User Defined Export
- **E Row has XX comma separated fields. Expected XX
- Database connection has caused an unrecoverable error
- Soft credits from cancelled Gifts still appear in Crystal Reports
- Error: missing or invalid G/L account when running an interfund edit and post report
- Error occured during load. Press OK to back out transaction. Please check found.e for load errors and/or warnings. Press space bar to continue.
- Correct table doesn't appear when trying to import contact information
- Error Unknown or Ambigous Table FM Profile
- Reports are blank when sending to XML
- The setup routines for the progress OpenEdge 11 driver ODBC driver could not be loaded due to system error code 126: The specified module could not be found. (FilePath\pgoe27.dll)
- How to add names to the Donor/Advisor ID list on the Contact tab of a Grant Application
- How to set up the Copy Live to Demo as a Scheduled Task for Self-Hosted Customers
- Approved Grants are not showing on application edit report
- Unable to Click on the Fields in the Donor Central Suggestion Field Mapping Tool after Upgrading to FIMS 14.63
- Vouchers can be created for the same vendor with identical invoice numbers
- Error: Unable to Determine Fieldmaker Database ID when Retrieving Grants from DonorCentral
- Error Cannot find or open file npo found fims gui reports layout Layout Master 1 rdlx master error 2 when Upgrading to 14.63 with Progress 11
- Mail Merge Macro Creates Blank PDFs
- Grant import is missing requested amount for only a few lines
- Compile Error when Compiling FIMS During Progress 11 Upgrade Error This version of PROGRESS compiles only encrypted programs Found FIMS App System FIMS.w
- Fund Statement Designer Description change reverts when running fund statement
- No tt-browse record is available 91 when Loading a Saved Report
- Prowin32.exe System Error The Program can't Start because mfc100.dll is Missing
- Prowin32.exe System Error The Program can't Start because MSVCR100.dll is Missing
- Linking interfund gift and grant reverses gift and grant numbers
- Advisor field on contact tab of Grant Application autofills with joints or alternate name
- Error: Cannot access the MODIFIED attribute because the widget does not exist
- This grant is fully paid. - when processing complete cancellation of a grant
- Negative Voucher Cannot be Deleted from Accounts Payable Open Items Using a Debit Memo
- FIMS: Edit Report Warning: Voucher that Debt Memo is applied to had been moved to history - when posting debit memo
- Error retrieving suggestions from DonorCentral. GetAllPendingSuggestions() failed
- Error: Failed to retrieve data from the database Details Database Vendor Code 210056
- Pool accounts show up Asset Rebalancing that should not be there
- Fund excluded from allocation is getting interest allocated to it
- Incorrect profile populates when adding a new contact on a fund record
- Error Cannot Find or Open foundlive.bkp when Copying Live to Test
- Contact information doesn't update for profile or grant application - when profile record has a name change
- Invalid substitution type 'Suggestion' supplied for a type parameter of Generic class - When importing suggestions from DonorCentral into FIMS
- Error rptdfnod.p was not found. (293) - when attempting to launch a custom report from the custom menu in FIMS
- SYSPROGRESS Password Expired in FIMS when using Complex Passwords
- You may not compile programs that update the database in this version (480) **[File Path]\mkalias.p Could not understand line # (190) - When importing grants from .csv file
- Error This version of PROGRESS compiles only encrypted programs
- The maximum number of FIMS licenses are already in use. The server has rejected the logon attempt - when trying to log into FIMS
- Invalid rowid argument(s) given in query object method. (7316) - when opening saved datagrid
- How can I add a new interest code for selection in DonorCentral?
- Error: System error: -s exceeded. Raising STOP condition and attempting to write a stack trace to file "procore", Consider increasing -s startup parameter. (5635) - When adding to the custom menu or logging into FIMS
- Error Compiling N:\found\fims\ODBC\CRYSTAL...This version of PROGRESS compiles only encrypted programs. (1086) when Upgrading FIMS
- RBC Export File Path cannot be Changed with Magnifying Class Tool
- Error Preprocessor could not understand line 36 in file found fims src adm2 tblprep.i when Committing FieldMaker
- How to edit data grids without being in a module
- Grants are not pulling the correct Payee email when importing from DonorCentral
- Error: Logon failed. Specified driver could not be loaded due to system error 126 - when logging in to Crystal Reports
- Leading Zeros are Removed from Numbers in Excel
- Date format changes in Merge Fields for Letters
- Errors when doing Full FIMS Upgrade
- “Warning – Program Name may be too long to fully show on check”
- How do I combine two funds?
- Highlight color of lines has changed after Progress 11 Upgrade
- Grant Module Shows an Incorrect Amount for an Interfund Grant
- Crystal Report Windows Forms Viewer Error: Logon Failed. Please try again - when running a custom report in FIMS
- ** Value 1000000 cannot be displayed using 9.99. (74) - When importing Grant suggestions from DonorCentral NXT
- Graphical Fund Statements do not have Page Breaks Between Funds
- GUIDs on Fieldmaker Fields cannot be Exported out of FIMS to DonorCentral
- DonorCentral Suggestion FieldMapping Grid Columns cannot be Re-sized
- Rows with Zero Value cannot be Hidden in the Asset Management Tab in Funds or General Ledger
- Runtime Error! This application has requested the Runtime to terminate. - when launching FIMS
- Run Watchlist Check does not work with Progress 11
- Crystal Reports Viewer Credentials not Passing to Subreports in Progress 11
- Donor Advisor Email is not Populating when Importing Grants from DonorCentral
- ACH Details do not Appear when Importing Grants from DonorCentral
- Date Wrapping on the Account Reconciliation Report
- Error Prox.dll when Opening Another Instance of FIMS with Progress 11
- Admin Detail Description is Blank in Fund Statement Designer
- What do I do when running the Edit and Posting reports takes too much time?
- Incorrect profile populates when adding a new contact on a fund record
- FieldMaker Field does not display Data in Data Grids
- How do I process a grant or scholarship refund check?
- FM_fund already exists with Fund ID when comitting Fieldmaker
- Browse Button for Securities Detail does not Work in Fund Statement Export
- You May not Compile Programs that Update the Database in this version (490) Facts.i and r2--fnds.i Could not Understand Line Progress 11
- Error: Access denied (Authorization failed) when attempting to connect via ODBC connection
- Error In Procedure prodict/dump/_lodsddl.p when comitting Fieldmaker
- Unposted Applications Cannot be Entered on the Contact Screen
- Changing the Scholarship Program Name Option in DonorCentral Options does not Change What is Exported
- How to pay Grant that was posted with Action Proposal instead of Action Approved
- GL Report Shows Grant Voucher is Unpaid, but Voucher does not Appear in Open Items
- Memorial Honorarium field is incorrect after importing gifts into FIMS
- Blank report is generated and applications can't be created - when attempting to autobuild scholarships
- How to change beginning account balance
- How to change Reconciliation Cycle Dates
- Error: The database [filepath] is in use in single-user mode. (263) - when copying live to demo database
- External table is not in the expected format - when exporting gift acknowledgement letters from FIMS
- What is Verify Old Value used for when Importing?
- ** No AP Voucher History record is available. (91) - When printing checks
- System Option Screen is Blank
- Duplicate lines appearing in Pool Allocation Processing
- Error: .\gui\images.pl has an incorrect version (found 7 should be 11). (1945) - when launching the profile module after a FIMS server move or update
- Unitization History Report Wraps Digits to Next Line of Report when Printed and in Graphical Viewer
- Unitization Report Wraps Digits to Next Line of Report
- Error: The account summary display errors. You must correct these errors in order to continue. - when running pool allocation processing
- How to Mass Update the Board Date or Grant Date on Grant Applications
- Exporting soft credit acknowledgement export gives "Record contained too many data fields" error on word document after merge.
- Payments have no date which causes variances reconciliation
- **Unable to open file: [Filepath]. Errno 2 (98) - when manually upload to DonorCentral from FIMS
- Error occurred while accessing component property/method: Export. Failed to retrieve data from the database. Error code: 0x80020009 print-funds odbc/crystal/w-xpress.w (5890)
- Error occurred while accessing component property/method: Export. Failed to retrieve data from the database. Error code: 0x80020009 print-funds [filepath]\odbc\crystal\w-statex.w (5890) - When running Crystal Procedure within FIMS
- Due Date field on AP Voucher is Blank and Uneditable
- Two cycle 1 lines exist in a FACTS pool
- Show Live Users and Other Shortcuts Like Copy Live to Test and Start\Stop All Databases do not Run on the Server
- Send Message button is missing from the PrePrint report in FIMS - when printing checks from Accounts Payable
- You may not compile programs that update the database in this version (490) when Creating Applications from Imported Suggestions from DonorCentral
- Fund Classes have moved Columns in Master Chart of Accounts Maintenance
- Master Fund Shows Zero Balance and Activity on DonorCentral
- FIMS is slow for only specific usernames
- Columns are cutting off information in screen viewer and when the report is saved
- Unable to create multi-line Available to Spend Code in FIMS
- Error: System.Net.WebException: The request failed with an empty response - when running Retrieve XML from ASTTC Webservice process
- Fund Associations for Fund Reps change from value of 1 to value of 0
- How do I pull a list of profiles that have both of two affiliation codes?
- How many columns can I have in a datagrid?
- How do you run consolidated financial statements using ranges?
- Do the FieldMaker layouts have to be the same for posted and unposted applications?
- How can I add FieldMaker fields to a data grid?
- How do you remove a negative or zero dollar item in open items?
- How can I make a field in FieldMaker have drop-down list choices?
- What characters may I use when creating a fieldname in FieldMaker?
- Can I Delete Fields in FieldMaker?
- What is the difference Between Tooltip and Help in FieldMaker Field Properties?
- Can I set the keyboard tabbing order for my FieldMaker fields?
- FieldMaker Field Lines will not Align
- Can I move FieldMaker Layouts from Test and Learn to Live Database?
- How do I make the Fieldmaker editor field wrap?
- Can I restrict who has access to Fieldmaker data?
- Why do FieldMaker fields show a # sign in a data grid export?
- How do I delete an affiliation code from the code table?
- How do I enter a gift of a certain number of stocks?
- How can I automatically fill in the IRS data required for the IRS 990 Schedule on applications
- Why am I getting a blank IRS 990 Grantee Schedule?
- How do I add an electronic signature to a check?
- How can I share my Created View?
- What happens when a fund is retired?
- What is the impact of marking a General Ledger account inactive?
- How do I mark a GL account inactive?
- System error when running even dispatcher Exception Code C0000005 ACCESS_VIOLATION
- Missing Insert database command from Microsoft Word
- How to set up a staff user who also is a fund advisor to access DonorCentral
- How do I set up the available to cash feature?
- How to use the Available To Cash feature
- Are my codes in FIMS case sensitive?
- How does the prorate fees back to fund setting work?
- Minimum fee for each fund is not assessed when using prorate fees back to fund setting in admin fee code
- Warning No G/L Account record is available for the Expense Account
- When selecting Create Mapping file in the RE FE Extract Tool a mapping file is required
- Error: The Port/Service is not available for this database when running ODBC 92 Configuration
- How to change fund codes to a blank sub-type
- How to create a fund without a sub-type?
- How do I retire a fund?
- How do you change the cash account on a posted voucher?
- What do vendor class records do?
- How do I tag records in a data grid?
- Why is Mass Add/Delete Not Adding or Removing a GL Account?
- How do accounts payable vouchers work?
- How do I change the GL account numbers on a voucher?
- How do I keep the leading zeros in a zip code in Microsoft Excel?
- How do I Create Labels from a Data Grid?
- How do I create recurring grants from fund distributions?
- How do I set up automatically recurring grants?
- Should I include period 13 in the General Ledger Calendar?
- What do the Transaction Types mean on my records in the FACTS Transaction tab?
- Can you explain how to handle audit adjustments?
- How do I fix a zero market balance with units remaining after removing a fund from a pool?
- Reconcile Subsidiary Modules with GL Report Shows a Variance
- How to add multiple accounts to a fund
- How do I manually add one General Ledger account to a fund?
- Errors on FACTS edit report for missing General Ledger Accounts
- How do I change the FACTS confirm date for multiple transactions all at once?
- 'Transactions exist with dates prior to the present cycle' when running the FACTS edit Report
- How do I run a totals only report so I don't see details?
- Why am I getting the same address selected when running reports?
- How do I create a letter or envelope for one profile?
- Why am I getting a "Show Procedure" pop up box in FIMS?
- How do I enter dates in FIMS?
- Can you save your report or procedure settings permanently?
- How do I use a Gift Deposit Form?
- What are the FIMS Function Keys?
- How do I split one Excel column into multiple columns?
- How to move the data grid buttons
- How do I print out the content of my data grid?
- How can I change the size of the FIMS window?
- Can I resize the columns in a data grid?
- How do I make a field required?
- How do I turn on Maintain Required Fields?
- Can I print the help information added into FIMS via the F2 key?
- How can I add personalized help text in FIMS?
- Am I required to send a 1099 to a student for a scholarship?
- How do I open separate windows for each FIMS module?
- How do I setup security in FIMS so that it isn't as tedious to maintain?
- Unable to disconnect a user from FIMS using the Show Live Users utility
- How can I change the tab label color in FIMS?
- How do I add a data query to access the F2 key content?
- How do I change the Default view for eveyone or just myself?
- What if the desired GL account is not available when setting up asset strategy codes for Asset Rebalancing?
- Why am I getting an Invalid Printer message when opening a Crystal Report?
- Why am I getting two lines with same pool name in Asset Rebalancing?
- How do Default Data Grid Views work?
- How do I search and select an entire range for characters, including alphas and numerics?
- What is the Foundation Default View?
- Can I stack the words for column labels in data grids?
- How do I remove a row or line from a Design Statement Row Format?
- How do I Fix an Accounts Payable Check Reconciliation that Doesn't Balance Due to a Missing Check Void?
- How do I know which accounts in FACTS are reconciled and which need to be reconciled?
- How do I copy a Row Format?
- Assessed Value is Zero When Running Administrative Fees
- How do I add an item to the Custom report menu?
- FIMS is Running Slowly in an On-Premise Environment
- How can I find out what permissions FIMS users have?
- Why does the coding sheet not display when I click on it?
- How do you add the fund ID or fund name field to an administrative check stub?
- How do I account for agency funds in FIMS?
- How do I change the profile ID code?
- How do you totally refund a gift or do a partial gift refund?
- How do I enter gifts of items for an Auction or other Fund Raising activity?
- How do I send a letter to one Grantee with multiple applications?
- How can you determine a count of donors by fund?
- How do I reverse or adjust an interfund transaction?
- What does the Sub Type code do on the Fund Distribution record?
- How do I copy or re-use a posted grant?
- Individual checks are printing after selecting to combine items for the same grantee or vendor
- How do I cut a check to move money from one bank to another?
- How do I prevent entries to a GL year after it has been closed?
- Can the End of Year Closing Process be run Automatically?
- Data Grid Icons are Missing from all Computers
- What is the Functions option on the Columns tab in data grids?
- Can you correct the Grantee on a Partially Paid Grant?
- Why are the FIMS module icons shifted to the right?
- How do I change labels in reconciliation tabs for different pools?
- Can I send an email notification to a fund holder at more than one email address?
- How do I Cancel, Reverse or Adjust a Gift?
- What is the best way to record In-Kind gifts?
- Can I enter a stock gift with no stock gift module?
- How do I record a gift of insurance?
- What Scholarship reports include the student alpha sort field?
- Is there a master list of code tables?
- How do I get SAS70 information?
- How do I move money from one fund to another?
- Can I apply a pledge payment as the gift part of an interfund?
- How do I move amounts between fund balances within the same fund?
- Can I process an interfund transfer between two different legal entities?
- How to Change Fiscal Year Date Structure
- How to use the global change program to change data
- How does a 12 quarter spending policy work in a fund with less than 12 quarters available?
- How do I create an interfund gift and grant?
- Can I show an administrative payment in my fund statement?
- Can I import spending policy?
- What does the Beginning Month field in spending policy code mean?
- How do I use the Compare Spending Policy Evaluation methods?
- How do I calculate spending policy?
- How do I prevent inactive accounts from showing in my reconciliation area in Accounts Payable?
- Journal entry posted against the pooled asset account does not show in FACTS Transactions
- 1099 Form Does not Print in the Correct Boxes
- Can I rename the lines on the reconcile tab?
- How do I track Accrued Income?
- How do I Run the Accounts Payable Check Reconciliation Report?
- How do I apply more than one administrative fee to a fund?
- How do I change a FACTS investment account ID?
- How can I open a FIMS report in Microsoft Word?
- How do you Close a FACTS Investment Account and Move the Money to a New Investment Account in the same Pool?
- How do I produce a donor mailing based on prior giving history?
- How do a create a gift report that excludes pledge payments or only includes pledge payments
- How do I obtain a list of donor names for my annual report?
- How do I Get Started with Accounts Payable Checking Account Reconciliation?
- How do I Reconcile my Accounts Payable Check Reconciliation to the General Ledger when there is a Variance?
- How do I run a grant report that will tie to my General Ledger report?
- How do I obtain a fund statement for one fund?
- What is the best way to run a LYBUNT or SYBUNT report in FIMS?
- Is there a way to add more default values to the grant entry defaults?
- Are there tips for formatting fund statements in Word?
- How do I make a pledge adjustment?
- How do I avoid mailing to duplicate profiles?
- How can I export data in ASCII format?
- What is the best way to run a Pledge Report for a particular date?
- Why are the salutations wrong or missing when I export and merge letters?
- How can I change a Grantee's Organization Name?
- How can I find Duplicate Profiles?
- How do you update unposted records when the address of a profile changes?
- How to analyze donor giving over multiple years
- How can I send a mass email from FIMS?
- How can I see all the tables and fields in FIMS?
- How do I automatically populate county field based on zip codes?
- Why is a profile missing a sort name?
- Unable to Change Payment Dates on a Payment Plan for a Grant or Scholarship
- How should I use the active, inactive, and allow mail fields in the Profile Module?
- How to combine profiles
- How would I modify Profiles when a Spouse dies or Couple divorces
- What are debit memos used for and how I do I create one?
- Error: "Run time error 76. Path not found" - when using a macro
- Why is my merge template changing fonts randomly?
- How do I change it so that the phone numbers are in same format?
- Error: Invalid Merge field - When running a Word Merge
- Can you group affiliation codes into folders?
- Can I change one group affiliation code to another
- How to remove a primary Grantee Contact
- How do I run the Address Listing report with two affiliation codes?
- How can I open a FIMS report in Microsoft Excel
- How do I make the data within a tab in FIMS read only
- How do I select profiles that do not have a particular affiliation code?
- The check number in AP is the wrong number. How do I change it to the correct number?
- How do I exclude cancelled grants from my report
- How do I delete a code from a code table?
- How can I get to the End of a Data Grid, Ledger Detail Tab, or the End of a Report
- How to find profiles that have no affiliation codes
- Error **Unable to open file: (path and file name). Errno 13. (98)
- Recommended Practices for Upgrading FIMS to the Latest Version
- I received compile errors when doing a FIMS upgrade. What do I do?
- How do I set up the REM module for the first time
- Can I populate the Region code for a Grantee based on zip code?
- How do I process a monthly cycle using REM?
- Can you setup multiple requirements for scholarship fund eligibility?
- How Can I Undo a Tickle Reminder?
- What is the difference between a Minimum Fee and an Annual Minimum Fee?
- How do I change the checking account for a posted voucher
- How can I set up payroll tracking in FIMS
- How do I set up payables in Open Items when implementing FIMS?
- How do I set up trailing quarter admin fees?
- How to set or change a default check form
- How do you set up Stepped or Cumulative Admin Fees and what is the difference?
- Field labeled Fund id in grant datagrid is empty
- I used the wrong adjustment apply date for an adjustment - can I fix it?
- How do I set security on FIMS processes
- What is the difference between the Scholarship Fund and Fund ID?
- Can journal entries be imported?
- Unposted applications do not show in report exports
- How do I fix my blank report
- Why are numbers showing in the wrong place on my financial report?
- How many columns are available in a Financial Statement?
- How do I remove duplicate records in Excel?
- How do I create a column to show the total annual budget for an account?
- How can I find information on Community Foundations?
- I deleted my row formatter in error. How do I get it back?
- Why Doesn't the Grant Voted Amount Agree with Grant Detail At Bottom in my Fund Statement?
- How do you set up a financial statement that crosses fiscal years?
- Can you format the date field in a data grid?
- What is the best practice to add two rows together on my row format?
- What is the difference between Opt and Full view data grids?
- What is the normal balance field on the row format tab?
- Can you get a count of records in a data grid?
- What report provides the detail behind my GL payable balances?
- Grant numbers from deleted grants are not put back in next available grant numbers
- Global Update of Fund Admin Fees does not adjust Fund 2 tab
- 2022 1099 Form Adjustments
- DonorCentral Welcome Email Sent to Individual that had access removed in fund associations
- How do I add the code description to my data grid?
- How do I change the sign of my revenue or expense account for budget to actual financial reports?
- Making a Wild Card search on the Datagrid doesn't work
- Error: ‘Unable to open file: odbcin92.log. Errno 13. (98)'" when trying to install an ODBC Data Source on a FIMS client workstation?
- Error: "Put-key-value failed (4454) error" - setting up an ODBC Data Source
- How do I set up extra security for voiding checks
- Error "the advisor batch number is invalid" when running the Crystal Reports Fund Statement Export
- Error: Unable to create statements folder when running the DonorCentral Crystal Fund Statement Export from FIMS
- How do I prevent the attention line from printing on a check?
- Can you print 1099s for payees that were not grantees?
- Why are my Crystal Reports fund statements missing from DonorCentral
- How do I run the SQL Views & Widths Utility?
- What does the IRS 990 Default Selection and Assignment tool do?
- Why is a grant not appearing on the IRS 990 Grantee Schedule?
- How do you change the label of a FieldMaker field?
- I need to add more choices to my existing Fieldmaker drop down list.
- How do I add a FieldMaker tab for unposted applications and application history
- How do you delete a FieldMaker field?
- How can I recover a FieldMaker field that was accidentally deleted?
- I created a field too small when I set up FieldMaker. Can I make it larger?
- Why are some grants listed separately on the IRS 990 Grantee Schedule?
- Why doesn't my pool account balance in the GL equal my FACTS market balance?
- Why am I getting a "Database In Use" message when committing FieldMaker changes?
- Why can't I see a FieldMaker field on the plus tab?
- How to run the FACTS to GL Comparison Report
- How do you make sections on a FieldMaker plus tab?
- Can I change the data type of a FieldMaker field?
- Can you use separate columns for functional expense codes on a design statement?
- How do I figure out what caused a variance in the FACTS to General Ledger Comparison report?
- What is the definition of a quasi-endowment fund?
- Why will FIMS not open after committing changes in FieldMaker?
- Do I rebuild SQL Views when committing changes in Fieldmaker?
- Shoud I Configure Fieldmaker in the Test and Learn Database?
- How do I create a report that excludes retired or inactive active funds?
- Fund and pool totals do not balance - when running edit report
- How do I change fund codes?
- Why am I getting a Prowin32.exe error?
- Can we use different security settings in the live and test databases?
- How do you clear a date field in FIMS?
- How do you auto-fit columns in Excel?
- Where Do I Locate the FIMS and Progress Software versions?
- How do I change fund ID codes?
- How to Restore FIMS Data from a Backup of the NPO Folder
- Is FIMS compatible with virtual server software?
- CRC error when connecting to the FIMS Demo Database
- How do I quickly get to the end of the data grid or report?
- Incorrect batch number was changed on a grant, but Accounts Payable reports still have the old batch number
- Division Field Shows in Different Areas of the Gift Module
- How are Unrealized Gains Calculated?
- Running the Update FACTS Pool Price or Units Changes the Unrealized Gain/Loss for Specific Funds
- Soft credit from the auto cred menu on a donor does not appear on an unposted gift for that donor - when automatically creating soft credits
- Could not find a FundDetailHistory for Grant with GrantNum: [######]. The refund has not been undone.
- How to exclude Funds from Asset Rebalancing
- Error: Invalid handle. Not initialized or points to a deleted object. (3135) - When running reports in FIMS
- Error: Version ? for SmartObkect fm/18176/v-fmappl.w does not match ADM Broker Version ADM1.1
- SETUSERID/USERID functions require one connect db or db argument. (691) - When launching the grants module
- You may not delete this transaction. The Pool does not allow you to delete transactions. - When deleting transactions from a Pool
- Exporting to Spreadsheet or Screen Output different than Graphical Viewer
- How to use Asset Rebalancing
- Percent calculations for Actual divided by Budget are off slightly
- Scholarship import creates a new blank grantee profile record even when selecting none when importing
- System.nullReferenceException: attempt to use an object that has been deleted - when running edit report to post grants
- Unable to import FACTS data from XML file - records appear blank
- How to View Database Tables and Fields
- How to Verify if Passwords are Encrypted
- Sort name fields are blank on data grids
- Multiple Errors occur trying to use Watchlist Check in FIMS in Progress 10
- AP Voucher Import Allows Adding a New Vendor Record and a New Profile when Security Set to Read Only on Profile 1 Tab
- State Code "(state)" does not exist. State update cancelled - when importing grant recommendations in FIMS.
- Administrative fee report is wrapping text
- 2022 1099 form is missing 20__ field
- Unable to locate database plugin insure adminserver is running and is properly configured when Running a Database Command in Proenv
- Error: Could not connect to server for database n:\found\dbfiles\found, errno 10060. (1432) when Launching FIMS in an On-Premise Environment
- How do I process credit card transactions in Accounts Payable?
- How to Log into FIMS if No One has a Password for Any User Account in FIMS
- How can I Upgrade to a new FIMS Patch if my Database is in Single User Mode?
- Unable to Decline Suggestions from DonorCentral in FIMS
- Unable to add address or phone number fields to a graphical report using report designer in FIMS
- How to Create a Second Demo Database
- Full donor profile report is missing soft credit information, doesn't correspond to the soft credit history report - when running reports in FIMS
- Experiencing Slowness when adding Affiliation Codes with the Affiliation Code Maintenance
- Posted check is not showing in GL
- No starting pool record found. Process will be terminated - When running a YTD Reconciliation report
- Vouchers created from posted scholarship applications are pulling in data from the wrong applications
- How to Add New Users to the Test and Learn Database
- Could not load file or assembly 'Newtonsoft.Json, Version 10.0.0.0 when Attempting to Import Suggestions from DonorCentral
- Guidelines for User Permissions for the NPO Drive
- ** "..\tempfiles\p#####f.tmp" was not found. (293)
- RecordID : 1 FIMS System Option not defined: ACH_Client_Number RecordID : 1 FIMS System Option not defined: ACH_Company_Name when Attempting to Export RBC ACH Information
- In procedure prodict/dump/_lodsddl.p, shared temp-table tt_cache_file has a conflict in field, index or undo status. [2075]
- System error: Index usrid in buf-usrqry for recid 861100 could not be deleted. (1422) - when launching specific modules in FIMS
- SYSTEM ERROR: Bad counter in the .bi file. (880) when the FIMS Database Attempts to Start
- How do I set up a default for Available to Spend?
- Available to Spend Section Missing from the Balance tab of the Fund Record
- Dynamic Online giving Import Fields do not carry over into FIMS
- Error Loading the .Net Runtime 14081 when Launching FIMS
- An Error (-5006 : 0x80070057) occurred while running the setup when Un-installing OpenEdge 10 from Control Panel
- How to create a non-grant voucher to pay a vendor
- All New Scholarship applications have same payment date when importing scholarship from IGAM
- Default Datagrid shows the word Cheque instead of Check after 14.70 upgrade
- Grants and Gifts Modules not Recognizing or Auto-populating the Functional Expense Part of the GL Account Number
- Cannot add a GL Account with a Functional Expense Code to the GL Overrides Tab in the Fund Module
- How to Identify and Fix Issues with FIMS Data Using the System Integrity Report
- How can I Send an Acknowledgement Letter for Gifts that have Already been Posted?
- Office Action Checkbox Showing after the 14.70 Upgrade in the Send to Tab of Reports
- Error Array Subscript 0 is out of range (26) when Running Spending Policy Calculations
- Multiple Compile errors occur when running Gift History Export - after upgrading to FIMS 14.70
- Error Unable to generate SDO file name for file when committing field maker changes in FIMS
- Grant Import Button pulls up a grayed out datagrid when tyring to import suggestions from DonorCentral
- GL Journal posting error: Attempt to exceed maximum size of a CHARACTER variable (9324) ** Unable to update Field. (142)
- The Total of the New Line Amounts is Less than the Amount Paid when Attempting to Adjust Grant
- Character Limit on DonorCentral Friendly Names Column in GL Master Chart of Accounts is too Short
- Exp to DC Checkbox Enabled in GL Master Chart for Accounts with Fund Classes not Sending to DonorCentral
- DC Friendly Name from the GL Master Chart not Exporting out to DonorCentral
- How can I find what master template is used for existing report layouts?
- Cannot Edit Exp to DC Checkboxes in GL Master Chart after Initial Setup
- Voucher that the Debit Memo is being applied to doesn’t exist when doing grant adjustment for a line item with a negative amount paid
- No Application Additional Info Record is Available (91) when Running Conditions Data Grid
- Field name not recognized Donor Cheque No for FIMS to Raiser's Edge Plug In
- Invalid or In appropriate handle value given to RUN IN statement. Procedure return-selections gui gifts s-gftack.w 3739 when Running Gift Export
- Anonymous Interfund Gifts do not Show as Anonymous in the Gift Export Text File
- Value Does not Exist in the Field of FM_Profile when Opening the Profile Module
- Error: msgOpen: Unable to open message file: PROMSGS - when upgrading to Progress 11 on single user computer
- Ignore Allow Mail check box in the Export Grant Information report is not ignoring the allow mail check box
- Posted grant has the check box marked for Grant Hold
- Error Compiling V6 npo found FIMS custom Lkdonasf.p Error FILL-IN Address1 will not fit in FRAME
- Do you want to save previous address information to Alternate Address? when saving a Profile record
- SQL Views File Blank After FIMS Upgrades
- Because of the version of OpenEdge you are using, the dictionary is in read-only mode.
- How does FIMS Obtain NTEE Codes for Grantees for the Grantee NTEE Codes Audit Tool?
- **Attribute ROW must be greater than or equal to 1 on EDITOR AltAddrComment. (4081)
- Aliases Box is showing two Default Names
- FIMS Special Handling instructions do not Alert when an DonorCentral imported Grant is Created
- How do I create a Vendor Credit?
- Invalid handle. Not initialized or points to a deleted object. (3135) - When accessing the Alternate Address tab of a profile record.
- Spell check tool window appears behind other FIMS windows when launching
- Guidestar button opens IE instead of default browser and the page gives an error and\or does not Load
- Configure default Salutations
- How to globally rebuild profile salutations
- Audit report produces blank results when filtered on username that contains more than 6 characters
- Invalid Donor ID Code, please retry - When entering Gifts
- FIMS Closes and Re-opens when Attempting to Post Gifts
- Voucher total does not update when changing line item amounts in AP
- Page breaks and double underlines are malfunctioning within Graphical Viewer
- Beginning Balances are not Showing for My Fund Statement that Crosses Fiscal Years
- When importing scholarship applications some imported fields are left blank on the application record
- Error: no_file for fund when Importing Funds into FIMS.
- Invalid Character in Numeric Input. ?. (76) when Saving ACH Information
- It appears that some elements of this payment have had a change to payee ID Code when Trying to Void a Grant Check After Running Grantee Correction
- How do I set one of my multiple checking accounts as the default on a fund?
- How do I import Funds?
- Value 1234809809 cannot be displayed using 9.99. (74) when Clicking on Applications in the Grant Module
- Application: prowin32.exe Framework Version: v4.0.30319 Description: The process was terminated due to an unhandled exception.
- How to Allocate Earnings to One Fund in a Pool
- This profile has existing Donor, Grantee/Vendor or Student records. - when deleting a profile in FIMS
- FACTS Module does not Instantly Refresh when Data Items are Added
- Value Cannot be Displayed Using (74) in Offset Fund Section of Asset Rebalancing
- Email Icon in AP Open Item Moves to Middle of Text Box when FIMs is Viewed in Full Screen
- Debit Memo Greyed out in Open Items
- ACH payments are pulling ACH information from the wrong profile
- Error 'Failed to open a rowset. Details: HY000:[DataDirect][ODBC Progress OpenEdge Wire Protocol driver][OPENEDGE]Syntax error in SQL statement at or about …(10713)", when running a Crystal Report
- Prowin32.exe Remains as a Background Process in Task Manager and FIMS Never Launches
- How to Transfer Market Value from one Pool to a New or Existing Pool
- How to Remove Old or Unused Usernames from the User Permissions Report
- What does the Permission Purging Utility do?
- Pop up to Save Current Profile Address to Alternate Address Occurs when Updating from Tax Status Occurs with System Option Set to No
- You May not Compile Programs that Update the Database in this Version (490) when Running a Script in Procedure Editor
- How to exclude pledges from the Available to Spend amount
- How to exclude pledge amounts from Fund Statements
- When we update the contact name for an organization, the "default salutation" is the only salutation field that does not update
- Prowin32.exe System Error The Program can't Start because mfc140.dll is Missing
- Error: Your database was damaged. Dump its data and reload it. (37) when Launching FIMS after a Server Move
- How do I remove a voucher from Open Items in AP?
- Audit Report Renders no Results Even though Data Changes were Made to the Table in the Audit Policy
- Error Profile does not Exist Please Retry when Attempting to Open a Profile
- Switching between Profiles Retains Information from Previously Accessed Profile
- Voucher Number Changes Intermittently when Moving Between Items tab and Line Items tab in AP
- Value 196292900 Using - 9.99 (74) when Exporting out Applications Using the Export Application Data Process
- Troubleshooting for Check Reconciliation
- Invalid component-handle referenced while processing method/statement: Database. InitializeCrystal odbc/crystal/w-xpress.w (5884)" when running a Crystal Fund Statement Export in FIMS
- Error: Database status APTran in use by [user], 12 on [servername]. Wait or choose Cancel to stop. 2624.
- Gift Import Ignores Alternate Address
- Distribution GL Accounts are not Labeled in Output of Data Grid and Display in Columns Rather than Rows
- Gift History with Soft Credits Report only Pulls First Distribution Line Regardless if there is a Soft Credit
- Is there a way to format a date field so it’s written out on the Grant Letter Attached to a Check Form?
- Gift History with Soft Credits Export to Excel has Incorrect Columns if Using the Run to Spreadsheet Option
- Uploading Fund Statements to DonorCentral does not Finish
- This record is a duplicate and will not be created - when adding a profile to the fund association tab of a fund.
- Error: FM_profile record not on file (138)
- Error Unable to create r-code file 477 when Compiling During a FIMS Patch Upgrade
- Clicking Save in Setup DonorCentral Upload Utility Updates the FIMSNT.ini File Eadvisor Line
- How to Pay the Net Amount Due for a Statements in AP where there are Credits and Charges
- "System Error wwCustomLEditor Access_Violation" when Running the Data Activity Auditing Report in FIMS
- "Entry 41 is outside the range of list" when Running the Data Activity Auditing Report in FIMS
- Voucher Description on Journal History Report Shows Wrong Fund
- How to Import Historical Fund Balances for Spending Policy Calculation
- Warning You are still using the old character based check printing programs when Printing Checks
- Error receiving Web Service Response: Call was Redirected (11773)
- WARNING widgets have been unrealized because the form which contained them was closed before the widgets were destroyed. the AVM may be in an unstable state. (16679)
- The total length of the fields in an index exceeds max key size. Index GranteeName of table (TEMP-TABLE)ttSuggestion (129)(11353)
- Email Address for Profile 1 Field is not Available to Select in the Import Record Update Tool
- Error messages when using profile import to update more than 15 profiles in FIMS
- Choose Voucher to Recall Window Description Column not Displaying Correctly
- New Affiliations Data Grid Function Released in FIMS 14.72
- OpenEdge Graphical Client has Stopped Working Fault Module Name NTDLL.DLL
- I accidentally created GL accounts for future years by using the end-of-year closing utility. How can I undo this?
- French Error: L’imprimante n’imprime pas actuellement – when printing Checks
- Account Value missing from Functional Expense Code Table
- Administrative Fee Report is Blank in FIMS 14.72
- Why does FIMS flicker on my Windows computer?
- How to Change the Functional Expense Code on a GL Account
- Is is Possible to import ACH Data to a Grantee Record?
- Can I set up extra security for check printing?
- How to Restrict Access to ACH Information for Vendors and Grantees
- Can I change the description of a journal entry after it is posted?
- After Performing Word Merge, I click on 'SaveFundStatementsFundIDPdf2007' and nothing happens
- How do I Enable Fieldmaker?
- **Attribute SCREEN-VALUE for the TOGGLE-BOX FullPart has an invalid value of UNKNOWN. (4056) when Importing Scholarships
- Invalid Date Input (85) when Importing Contacts with the Spreadsheet Import Wizard
- What is FII Data and what TLS Protocol Does it Use?
- If I accidentally deleted the NPO Statements folder, can I get it back?
- When trying to add ACH, I get the ERROR: Next key(ach_distribution.recordnum) is not available. Restarting FIMS.
- Fund statements setup in Fund Statement Designer are cutting off after second page
- Error: Unable to locate the install executable when using Chart It
- FIMS profiles have incorrect organization and address information
- What do the Totals in the Outstanding Grants by Fund Report Tie to?
- Is there a Way to Prevent a FIMS User from Using More than One License at a Time?
- Fieldmaker field does not show data for some users
- Update Records is grayed out - when using Import Record Updates
- Is there a way to add additional contacts to an Organization Profile?
- How do I right flush the gift and grant amounts in the detail section of fund statements?
- How do I Align the Decimals in the Grant and Contributions Area of my Fund Statements?
- Is it possible to allocate funds for one account with in a pool in FACTS?
- Datagrids is not pulling correct information for soft credits
- "Printer GetDeviceCaps error" when trying to print Checks in FIMS
- What are the Specifications for the Contents.txt file Created by the eAdvisorFundStatements2007 Macro?
- How Can I Mass Update the DC and the DonorCentral Access Columns for all Existing Advisors on the Fund Associations Tab of Profiles?
- Error Type Mismatch when Merging Fund Statements in Microsoft Word
- The Interfund Gift is Missing General Ledger Accounts when Creating an Interfund Transfer
- Message: ** controlfile record is locked. (445)
- How do I skip gifts from a batch when processing?
- NTEE Code suggested by Tax Status Plus does not match NTEE code in GuideStar
- Gift Record not on File (138) - when trying to open gift from Gift History Tab
- How to report on who made changes in FIMS
- How to Report on Records added to the FIMS Database within a Specific Time Frame
- What is the 'FimsSqlViews.exe' file?
- System Exception Uploading Statement Zip Failed when Uploading Fund Statements with the Upload DC Fund Statements Tool
- How to Encrypt the FIMS Database
- What Fields are Encrypted in FIMS?
- What do I need to consider when changing my checking account or setting up a new one?
- How to set up a New Cash Account for Asset Rebalancing
- This Grantee has existing Applications or History
- Error A Frame Segment has Exceeded its Limit when Upgrading to 14.71 with Progress 10.2B
- GL Journal Transactions not Showing in GL Account After Fund Sub-Type Change
- Program Name Text Wraps to the Next Line on the Grant History Report - Opt by Grant
- How to Create a Shortcut to Show Demo Users Logged in
- Error: ** Value 1000000000 cannot be displayed using 9 (74) when clicking on "Payments" tab in A/P Module
- None of the Investment Accounts for the Pool are Reconciled when Attempting to run Pool Allocation Process
- Message No Documents were Created when Running the Gift History Export to Create a Document to Upload to DonorCentral
- FIMS 14.71 or later still shows Export to DC Checkbox column in Master Chart of Accounts Maintenance
- Gift and Grant Detail Table Shifts Left when doing Fund Statement Letter Mail Merge
- The maximum number of FIMS licenses are already in use. The server has rejected the logon attempt - when trying to log into FIMS On-Premise
- Donor Advisor Letter Report Opens Blank
- Alt Contact Name does not Import - when Importing Grants
- How to Run the Secondary Application History Export
- Is FIMS Data Encrypted at Rest?
- User Defined Gift History Export Hangs or does not Complete Processing
- SYSTEM ERROR WindowWndProc Exception code: C0000006 IN_PAGE_ERROR when using FIMS
- OpenEdge Graphical Client has Stopped Working Fault Module Name clr.dll
- Syntax error in SQL statement at or about "Policy Policy 0" when Running Query in Excel from Progress ODBC in Microsoft Query
- How to add a fund to a Pool?
- All FIMS User Accounts Show Expired in the System Users Report
- Compile Errors: CUSTMNU.P CUSTMNU1.P Cound not understand line
- Error Invalid File HTML License File is not a Valid License Addendum File when Installing Progress
- No Statements Show for Upload in Upload DC Statements in FIMS
- How can I Output Table Data from Progress into a CSV File?
- How to Export ACH Information from FIMS Database
- How to Schedule Reports or Data Exports from FIMS
- Individual Statements to Fund Folders Merged Document has no HEAD info when Creating Individual Documents in Word Process for Fund Statements
- Gift Acknowledgements to Profile Folders Merged Document has no Head info when using Create Individual Documents in Word Progress for Gift Acknowledgements
- NPO\found\fims\customer\fm\11111SRC\v-fmgran.w was not found (293) when Committing Fieldmaker
- Month of a Date must have a Two Digit Month when Importing Contacts into FIMS
- Cannot Report on All Donor Gifts with or Without Soft Credit
- Unposted and Posted Radial buttons on Gift Soft Credit Tab do not Function
- How do I use acknowledgement codes for gift letters?
- Gift Acknowledgement Letter Process Produces Blank Pages in Between Letters
- Can the Advisor section on the contact tab of the application record pull in the name of the Fund Representative, not the person who made the recommendation in DonorCentral?
- Warning: Some of the data exceeded mapped field format widths when importing contacts into FIMS
- Fund Statement Export formatting is not Correct when Opening in Excel
- Error Individual Statements to Fund Folders Key 'path' in HEAD info has no value.
- Permissions on User Permissions Report do not appear under Menu Security in FIMS
- On the Check Printing screen, the default value for the Through number for Open Items can't be updated.
- How to Delete a Fiscal Year
- Error: Unable to Change Dates. Ending date of last pool cycle is unknown
- How can I Add Payments to a Posted Grant?
- WinExec failed (2) - when using Export to Excel button on Trends and Analysis Reports in FIMS
- Can I Import Payments into FIMS?
- How to Create a Year End Gift Letter that Shows All Gifts for the Year
- What happens if I uncheck the box for Use Gift Date as G/L Apply Date on the Gift Edit Report?
- The automation server for word application is not registered properly. please reinstall this server or try registering it again (5893)
- Crystal Fund Statement Export does not prompt for date information or create files
- Asset Rebalancing Entries Report Displays Incorrect Apply Date
- Error: Occurred while accessing component property/method: Close the remote procedure call failed. Error code: 0x800706be GUI 5890
- 1099 NEC Electronic File Total does not Match the Report Totals
- When switching between multiple FIMS databases, name of database and data do not match
- Donor/Advisor ID does not Populate - when Importing Grant Applications
- Non Gifts do not Show in Data Grid Results using Gift Soft Credit Fields
- Cannot filter 1099 report to output correct 1099 box totals
- Consolidated Financial Statement using Balance Sheet Statement Format Displays all Zero's for all Lines in the Report
- The First header does not start at the beginning of the document. Do you want to continue anyway? when Merging Fund Statements in Word and then Creating PDF Files using Create Individual Word Documents Process
- This app can't run on your pc, to find a version for your pc, check with the software publisher. when Launching the FIMS Shortcut
- Error Cannot find donor record for idcode: Idcode when Using the Import Records Update Utility
- How to Create an Administrative Voucher and Pay it Without Physically Printing a Check
- Consolidated Trial Balance is out of Balance and does not Match the YTD GL Report for the Same Period for One Fund and One GL Account
- Account's Actual Column does not show any detail for previous years
- E Distribution Total is More than the Available Amount when running Recurring Grants from Fund Distributions
- Invalid Merge Field Error on Gift and Grant Detail when Merging Statements in Microsoft Word 365 Enterprise Installed or Microsoft Word 2019 Installed
- The Debits and Credits do not Equal for the entries which you specified when trying to Unpost FACTS
- What is the Purpose of the DonorCentral Options in System Utilities?
- How to Reverse an Adjusted Gift
- Error Occurred while accessing component property/method: Destination. Requested object is not available. Error Code: 0x80020009 gui\system\MergeDoc.p (5890)
- FIMS will not display since workstations upgraded to Windows 11
- Transaction Type does not Flow through to the AP Reconciliation Transaction for Manual Journal Entries
- A check reconciliation item cannot be created for ####. Please change the Create AP option to No when Posting Journal Entries
- Grant letters uploaded to DonorCentral are not available to view,. and there is an error when attempting to reupload document
- Error Individual Statements to Profile Folders Key path 2 in HEAD info has no value when Saving Statements to Profile Folders
- Grantee Status Check Does not Occur when Creating Applications from Imported Suggestions from DonorCentral
- Create Application for Selected Record Num: ### had an error. Column name not found in the SmartDataObject. Update cancelled. when Importing Suggestion from DonorCentral
- How to delete a FIMS username
- Is there a Way to Mass Delete an Affiliation Code only from some Profiles?
- When I run the SaveGrantLetterFundID macro, it runs with no error but does not do anything
- Fieldmaker fields are defaulting to certain values after user enters different values
- How to Fix Grants that were Manually Created in FIMS rather than from the Import from DonorCentral
- Users with rights to access Conditions tab get Access Denied message
- Same Primary Payee Contact defaults on all profiles when adding new vendor record
- How do I Cancel a Paid Admin Voucher?
- How do you Void a Check or Payment for an Admin or Grant Voucher?
- How to Reprint Checks if the Checks Printed on Blank Paper
- How Do I cancel a Grant or Scholarship?
- Seg: Organization" missing as a Selection when building a General Ledger Report
- Nothing is allocated when running asset rebalancing edit and post. What did I do wrong?
- Error: Missing Fund Balance for account (account name) -when on Fund tab or running Fund balance report
- Where is the Contacts Data Grid Located?
- How can I print checks on blank check stock?
- MICR Line Symbols are Incorrect in Bottom of Check
- Error New Grantee Idcode is not Designated as the student when Adjusting an Historical Scholarship
- How do you Change the amount of digits for Fieldmaker decimal fields in FIMS?
- DC Option set to 'Default Grant on Hold' but grant is not being placed on hold when Importing a Suggestion from DonorCentral and Creating an Application
- Attempt to exceed maximum size of a CHARACTER variable (9324) when Importing Suggestions from DonorCentral
- Error "Missing Fund Summary History for Fund 'X'" for multiple funds
- Why is the Fund Summary Activity Report Missing Years with no Activity?
- Staff Member Shows as Advisor for Imported Suggestions from DonorCentral
- Application Already Exists when Importing Suggestions from DonorCentral
- Grant Applications Created from Imported Suggestions from DonorCentral are Missing the Fund ID
- Invalid Grantee Code\Invalid Title Code\Invalid Interest Code Errors after resuming Work in FIMS after Period of Inactivity
- Unable to post interfunds when populating the "THROUGH" field in Batch Selection Criteria
- Error 'Unable to understand after...OR (247) when Using AND OR Selection Criteria in Reports
- Creation of 0 G/L Accounts is Complete when Running the Build Functional Expense Accounts Tool
- How to Exclude Pledge Receivable Transactions from Balance tab of Funds
- How to Add Fund Operational Notes to a Consolidated Financial Statement
- Run-time error '5': Invalid procedure call or argument when Running Macros in Microsoft Word
- Fund Statement Designer Consolidated Financial Statements Report GL Accounts are Missing from Preview in External Statements
- Unable to open parameter file - ini errno 2 (1247) when Launching FIMS from Azure Published Application or Remote Desktop Services RemoteApp
- No Payables for Voucher on Paid Scholarship
- Unable to Delete Temp Affiliation code that does not Exist in File Maintenance Code Table
- Error in procedure gui\imports\d-apdup.w, shared temp-table tt-impdata has a conflict in field, index, or undo status - when trying to update vendor ID information during AP voucher import
- How to Report on all Admin Fees on a Fund
- Creating Grant Applications from Imported Suggestions results in error: gui\eadvisor\CreateNxtApplication.p Shared variable createGranteeAffil has not yet been created (392)
- CRC for fm_application does not Match CRC in fm..v-fmappl.w Try recompiling in Demo Database after Committing Fieldmaker in Live Database
- 'Fund “########” does not exist. FundId Update cancelled' when Creating Application from Imported Suggestion
- Does Changing a User's Name in FIMS Affect that User's Historical Activity in FIMS?
- How do I install and use Chart It?
- This Setup requires the .Net Framework verson 1.1.4322 when Installing FIMS Chart It
- Error "Unable to open file Errno 9. (98)" when using Auto-launch Option for Exports after 14.73 Upgrade for On-Premise FIMS
- Error "Attempt to write closed stream S-stop. (1387)" when Creating Document Links from Document Management after Upgrading to FIMS 14.73
- How to Setup a Default Value for the Donor\Advisor ID Field on the Contact Tab of an Application
- How to Post a Withdrawn Application
- How to put Grantee Name on Fund Statement instead of the Student for Scholarship
- Error: 'ID Code cannot be blank or zero. IDCode Update Cancelled' when Creating a Grantee Record while Importing Grant Recommendations from DonorCentral
- Error: "Application Line Item already exists with Grant Number 1234567 Line Number 1. (132) " - adding an Interfund
- Multiple Errors after Moving FIMS Database Server to Windows Server 2019
- YTD General Ledger Report to Spreadsheet does not Show all Accounts
- How to Link a Promise to a Gift
- How to create a report that gives Gift Totals by Fund per year
- How to Move Unused Spending Balances on Funds to New Fiscal Year
- How can I see how many records there are for each field in our FIMS database?
- No Zero Lines Setting does not Filter out Zero Line Items on Reports
- Error: Source element of a BUFFER-COPY statement has no record. (5365) when Saving Changes to an Application
- Error src\template\preslct.i Shared variable kount has not yet been created. (392) when Exporting Applications from Grant Module
- Suggestion Mapping for DonorCentral is Blank
- How to Enable Client Logging for FIMS to Diagnose Network Errors
- Error: No Grant record is available. (91) when adjusting grants
- Changes Made in Graphical Report do not Save
- Dates Change when Copying Data from One Spreadsheet to Another
- How to Customize Graphical Reports
- How do I add a Report Layout Based on a Template from Graphical Report Template Maintenance
- How to report on all activity that was paid out of a specific fund?
- Warning Attribute Height-Pixels Must be Greater than zero on Editor.txt when expanding Modules in FIMS
- FIMS Database Keeps Stopping
- Profile folders are being duplicated in FIMS with double or Triple underscores
- When exporting Check ACH Information from FIMS incorrect ACH Account Numbers show when Opening Export File in Excel
- Run time error can't run the specified macro
- How to add Header Coding as a Merge Field in Microsoft Word Templates
- How to Add a Crystal Report to the FIMS custom menu
- Error: CrystalDecisions.Shared.CrystalReportsException: Load report failed when Running Crystal Report from Custom Menu in FIMS
- How can I process a multi-year interfund?
- Error: Cannot use INSERT-ROW in READ-ONLY browser. (4527) when editing Payment Plan in Grant Module for an Interfund Application
- What is the FIMS Complex Passwords Feature in FIMS and how do I Use it?
- How to Update FIMS Password with Complex Passwords Enabled
- How do I reset a user's password in FIMS?
- Error: Unbalanced or characters incomplete in param list 1249 when Logging into FIMS
- Word found locked fields during update, Word cannot update locked fields when Merging Fund Statements
- Run time error 4605 The Command is not available when Running SaveFundStatementsFundID or SaveFundStatementsFundIDPdf2007 Macros
- What is the website address for GuideStar?
- Change to GuideStar Charity Check URL on March 10th, 2022
- Error No ttproc record is available (91) in GL Journal Posting Report when Posting Checks
- Custom Menu Options are Gone in FIMS after 14.74 Patch
- Access Denied when Attempting to Add a new Profile in FIMS
- Error: Dynamic Menu already Exists with Parent 'Finance Utilities' Layout Order 3205 (132) when Running a FIMS Patch
- Paid Grant Shows on Payables as of a Past Date – Fund Detail Report
- Error External user defined function 'CheckInstalled' is not defined in the procedure context given. (2779)
- How to Retire or Deactivate a Pool
- User Defined Codes Missing from Reports and Datagrids
- Value 10020 cannot be displayed using 9999 (74) when attempting to Create a Grant Distribution with 5 Digits
- What Triggers Fund Totals to be Included on the Grant Edit Report?
- Changes to FieldMaker maximum character count are not sticking in FIMS
- How to set up FIMS to use with Outlook for On-Premises Customers
- Error: Array Subscript is out of range (26) when Running Pool Allocation
- How do I Install the Crystal Reports Viewer within FIMS?
- Error Could not find class or interface CrystalReportViewer (12886) when running a Crystal Report from Custom Menu in FIMS
- Officer Field does not Import into the Scholarship Application created from the Scholarship Import
- How do I open an Exported Data File in Excel?
- How to Run Reports and Export Data from a Data Grid
- Error Fill-IN fi-statusDesc will not fit in FRAME F-stop in PROGRAM when running Edit Reports, Exports or Processes
- This grant has been fully paid, you cannot change the grantee when attempting to do a Scholarship Correction
- How to allocate portions of the investments at a time without posting and unposting FACTS
- Error occured during load. Press OK to back out transaction. Please check found.e for load errors and/or warnings. Press space bar to continue.
- "Blank' shows at the beginning of Interfund Grants in Fund Statements
- How does FACTS calculate and distribute earnings?
- What GL Apply Date and FACTS Confirm Date should I use for Asset Rebalancing Entries?
- The e-mail address is invalid - please retry - when editing a profile within FIMS
- X-NODEREF must be associate with a valid X-DOCUMENT in order to use it in method GET ATTRIBUTE. (9102) when running Watchlist
- Gift division Code does not match Fund Division Code in Gift History Report or Gift History Data Grid
- Attribute Screen Value for the Toggle Box auto-launch-word has an invalid value of..(4058) when Loading a Saved Report in Fund Statement Export
- How do I save Gift Acknowledgements, Fund Statements, and Grantee Correspondence to Profile or Fund Folders?
- How do I Create and Run Gift Acknowledgement Letters?
- How to Create and Run Grant Letters in Microsoft Word
- How do I Install FIMS Macros into Word?
- What MS Office version is fully compatible with FIMS?
- How to Add Merge Fields to Fund Statement Templates
- How do I add Gift and Grant Detail to a Fund Statement Merge Template
- Uploading Statements to DonorCentral from FIMS and Saving Statements to Fund Folders is Slow
- Value too large to fit in Integar. Line in gui\system\QuickDBHealth.p (15747) Unable to update Field (142) when Running the Database Health Audit
- Error: table has value exceeding its max length or precision - when running a report
- Information out of bal w-balance bal-amt when marking an AP Reconciliation Cycle as Closed
- How to do Incremental FIMS Database Backups
- What is the Recommended Backup Process for the FIMS Database?
- Scheduled Task for Full Database Backup is not Creating a Backup File in DBBackup Folder for On-Premises Customers
- How to Create Stop All and Start All Databases Shortcuts on the Desktop of the FIMS Database Server
- No Results in Data Grid in Fund Module when using any Database table combination using Contacts
- Cannot hide DIALOG-BOX F-stop while DIALOG-BOX Dialog-Frame is currently active. (4113)
- Error, "Value 10020 cannot be displayed using 9999. (74) when creating Grant Distributions
- Per column always blank in Compare/Fix GL Accounts from Detail
- E ACH Flag and ACH Record out of Sync when Running AP Edit Report
- The ACH Information is missing for Open Item ######### when Attempting to Pay\Post a Check in AP Open Items
- Payment Number is "0." when creating and posting an Interfund by Linking a Gift and Grant using Linking Tool
- How do I setup an ODBC Connection on my FIMS workstation?
- How to set up Crystal Reports
- Can the Default Search Parameters that Populate in the Tax Status Lookup be Changed?
- How do I Create a Master Merge Template for Grant Letters?
- How do I change an ACH payable to a Check payable or from Check to ACH?
- Security information does not import into Gift using Gift Import
- Unable to Open Message File PROMSGS when Right Clicking and Running FIMS as Administrator
- What is the Grant Letter Field in the Fund Module and the Grant Module used for?
- How do I setup FIMS on a Workstation?
- How do I commit changes in FieldMaker?
- Error Use proutil to truncate bi file before conversion. (1286) when Attempting to Convert a Progress 10 Database to Progress 11.x
- Contact Type field is missing drop down box on contact record after upgrading to Progress 11
- The X on the Top Right of the Title Bar does not Appear
- Objects and Items Missing After Upgrading to Progress 11
- How can I Manually Create a FIMS Database Backup?
- How to Copy the Live Database to the Demo Database for On-Premises
- How do I create a FIMS shortcut on a workstation, terminal server or the database server?
- How do I Create a Shortcut to Show Live Users that are Logged in?
- Error Occurred while Creating Control Frame treeview 5898
- Specified Active X Control is not Registered or the .ocx File was Moved from where it was Registered
- Error: Failed to update FIMS .NET Assemblies configuration on this workstation. ERROR: Runtime error: Access denied. - when trying to launch application
- How to Install Crystal Reports 13 Runtime
- How can I Find the Name of the OpenEdge Database Broker for my Database?
- Error Could not connect to server for database when Attempting to Launch FIMS on Windows 10
- How do I remove a Fund from a Pool?
- Invalid character in numeric input D. (76) when importing suggestions into FIMS
- What is the difference between Sweep Clearing Account and Automatic Cash Entries?
- Fund Correction does not Update Advisors List on Contact Tab
- Grant numbers are not being assigned sequentially to recommendations imported from DonorCentral
- Error ** Unable to understand after ... (247) ... (7324) when using FieldMaker field in data grid query
- Primary Payee does not display in Data Grid or Reports
- Stock not Removed from Gift Securities Inventory Maintenance for Reversed Gift
- Suggestions in import window are blank and show 0.00 amount
- Error loading the .NET runtime. This may be because required .NET assemblies are on a network share for which the .NET Framework security policy is set to less than Full Trust. (14081)
- "Create application for selected Record Num: had an error. Request Type code does not exist. Reqtype Update cancelled." when importing suggestions
- How do I set security permissions for FIMS users?
- Why does my Edit/Posting Report Says It's Locked?
- How do I see who is logged into FIMS in an On-Premises Environment?
- How to Start and Stop a FIMS Database for On-Premises Environments
- How do I disconnect a FIMS user if our foundation is On-Premises?
- How do I make a new pool in FIMS?
- Error: You must first create an opening balance - when attempting to start a reconciliation in FACTS.
- Error: System.IO.FilenotFoundException: Could not Load file or assembly 'Blackbaud.DFM.Integration.FIMS
- Error Invalid Datatype Specified MicroEdge FIMS Reports Viewer Control when Running Edit Reports
- How can I make a FIMS user a System Administrator?
- How can I Import Contact Records into FIMS?
- How to import profiles into FIMS
- Is it possible to Import Notes on Existing Profiles?
- How can I Import Fund Representative and Fund Association records?
- How can I Import Payments Lines into Grants?
- How do I auto-launch Microsoft Word for a mail merge?
- New Feature when Running Single Fund Statements from Fund Module for on-premises Customers
- WARNING: -mmax exceeded. Automatically increasing from xxxx to xxxx. (5490) in FIMS
- Error adding Profile State Code "" does not exist. Update cancelled when updating addresses in the Tax Status Lookup
- Can I commit Fieldmaker in Demo Database without affecting the Live database?
- "Submit recommendation failed" when submitting a Suggestion in DonorCentral
- Warning: The Grants Module posts to the G/L Account Key. This entry may cause the account not to balance with the module
- Profiles are duplicated in the Gift Import
- How to see what FIMS user added a Profile
- Invalid Character in Numeric Input...(76) when saving and generating a Data Grid
- How to close an AP Cycle that includes Transactions with Dates in the next Cycle
- New Option to Choose ACH Errors and Messages when Posting Checks
- Email with Grant Recommendations received for a Fund and Grantee that is not part of the Foundation
- Error 'Already has a conflicting use (99)' when exporting using Fund Statement Export
- How to Use the Fund Statement Export
- Error: Unable to open or create tempfiles xxxx, error 13 354 when trying to open FIMS
- Admin Fees are posting to Pool Account instead of Investment Account for a Fund
- Where do the General Ledger accounts come from for the administrative fee process?
- How to Process a Refund on an Admin Voucher
- How to Post a Non-Gift where the Entire Amount is a Non-Gift Amount
- How do I record an Admin AP refund so that the vendor 1099 is correct?
- How can I prevent a Blank Line from showing in Fund Statement Designer for Fields that have no Data?
- How to adjust the mapping for the Dynamic Online Fund Raising Import
- Auto-Launch Disappears in FIMS Exports for On-Premises Customers
- Retired Fund still shows in Pool
- How do I Un-retire a Fund?
- Clear Process Locks Process shows Question ? Marks and NO in the Error Free Column
- How to move Money from one Pool to another
- How to send Individual Documents from a Mail Merge as an Email or an Attachment in an Email
- Database shuts down with error SYSTEM ERROR: Releasing multiplexed latch. latchId: XXXXXXX
- Error: Could not find or generate class Progress.Windows.Form, which is a super class of Gui.Reports.ReportViewer. (12919) when running AP Edit Report
- New Profiles are created as Org rather than Individual when using Dynamic Online Fund Raising Import
- Error Insufficient disk space or Write access denied. (291) when running Reports or doing Imports in FIMS
- New Feature when using Auto-Launch for Exports in FIMS for on-premise Customers
- Name does not Export out in Carbon Copy Data File for Gift Awknowledgements
- DLL (util.dll) NOT Loaded when trying to un-install Netsetup
- Error .\gui\eadvisor\eadvisor.i Could not understand line 1043. (196) when opening FIMS after Upgrading from Progress 10 to 11.6.4 or 11.7.5
- Unable to run startup procedure gui\tools\update\UpdateSchemaAndCompile.p (492) when compiling FIMS during Progress 10 to 11.7.5 Upgrade
- Creating Grant Applications from Imported Suggestions results in error: gui\grants\d-appdef.w Shared variable def-Shared variable def-CheckWarnings has not yet been created (392)
- The G/L journal entries selected to be unposted currently exist as unposted entries....when unposting a FACTS Cycle
- How to un-post a FACTS Cycle
- What tables should I use for ODBC queries?
- Value "...." does not exist in the field ....of fm_application in the Grant Module
- Cannot import into Fieldmaker Fields using Import Record Updates
- How can I Import Data into Fieldmaker Fields that I have Created?
- E Row Debit Account not found for GL Year and Fund ID and Functional Expense when Importing Journal Entries
- Is it really necessary to provide Institution # and Branch # when building ACH Account records?
- Tax Status Last Verified Date not Updating
- Why can't I click on the folder button in FIMS to find profile/fund folders after renaming them?
- Why does my Progress 11 Version Show Query and not Full?
- The associated folder was either renamed or the contents of the old folder should be copied into the new one when changing the organization name or so
- Voucher Number Changes when moving between Items Tab and Line Items Tab on some Vouchers in AP
- How do I determine the average daily balance of my fund?
- What is the Spreadsheet Import Wizard?
- List of all Imports in FIMS
- Are there files that can be safely deleted?
- ** The month of a date must be from 1 to 12. (80) Comm-Date -When importing grant suggestions from DonorCentral
- FIMS not Updating Fund Association DonorCentral Access Levels when Setting Switched to DonorCentral v5 in DonorCentral Options for DonorCentral
- Recurring Grant submitted through DonorCentral is Missing in FIMS Import Window
- How to mass update fund rep types
- Printing stops when printing checks or reports
- How do I Encrypt the Tax ID Field in the Vendor Record in Accounts Payable?
- 404 - Page Not Found when attempting to open FIMS Help
- E G/L Accounts for Prepaid doesn't exist in original voucher when editing and posting a payment item
- How do I import FACTS summary investment returns?
- Error No SCentral-Suggestions record is available. (91) in Suggestion Import Window in FIMS
- FIMS on NPact's Azure Cloud Knowledgebase
- How to download files from FIMS on Azure using browser method
- Browser functions in FIMS on Azure have incorrect formatting
- How to set up an ODBC connection FIMS on Azure
- Local C drive is not showing in My Files and Local Printers not showing when printing from FIMS in Remote Desktop App in Azure
- How to log out of Azure Session in Remote Desktop Client App
- Magnifying Glass missing to select profile in Modules
- How to Update Exports to Local C Drive after Azure Migration
- Error Word could not open app because it didn't contain a valid database when merging in Microsoft Word
- This operation has been cancelled due to restrictions in effect on this computer when trying to Save As in Azure
- You don't have permission to save in this location when clicking Save As in Azure
- How do I add a new user or remove a user from Azure Cloud?
- User Account from Identity Provider does not Exist in Tenant and cannot Access the Application when Logging into Azure Cloud
- How do I restore a folder or file stored on the S drive in NPact's Azure Cloud?
- How do I disconnect a user in FIMS on NPact's Azure Cloud?
- How to reset the Azure Cloud Password
- How do I Change my Azure Cloud Password?
- How to access FIMS on NPact's Azure Cloud
- Error: There are no resources assigned to User in Azure Remote Desktop Client
- How do I get my Microsoft Word templates to work with FIMS on NPact's Azure Cloud?
- How do I access files exported from FIMS in NPact's Azure Cloud?
- How to determine what FIMS site I am logged into in NPact's Azure Cloud
- FIMS not working correctly in Remote Desktop Client App
- FIMS on Host*Net Migration to NPact's Azure Cloud
- Error: We couldn't connect because there are currently no available resources when launching apps in Azure Cloud
- Do Azure Cloud Users get Automatically Logged off After a Certain Amount of Time of Inactivity?
- How often are Database Backups Performed on FIMS Databases in NPact's Azure Cloud?
- Is PrintX compatible with Azure Cloud?
- How to Use the Database Maintenance Tool
- How to Delete FIMS and Azure Cloud User Accounts for an Employee who Left the Foundation
- Is Multifactor Authentication Available for FIMS on NPact's Azure Cloud?
- How to See Users that are logged into a FIMS Database on Azure Cloud
- What is the Run at Night Option in the Database Maintenance tool?
- How can I access the DonorCentral Upload Logs on Azure Cloud?
- What are the workflows for Microsoft Outlook on Azure Cloud?
- How to Zip up Files in My Files on Azure Cloud
- How do I Re-Name a Folder or File in My Files?
- Error 'The RPC Server is Unavailable' when Printing Checks from Azure Cloud
- How to Schedule Nightly Copy Live to Test Task in Azure Cloud
- How to Move or Copy Files or Folders Between Local Drives and My Files
- How to Change Word Templates to use the Local Drive for Azure Cloud Users
- How can I tell if my Exports are set to use my Local C Drive?
- User cannot log into FIMS on Azure Cloud due to a "stuck" Connection.
- How do we copy our Live Azure Cloud database to our Demo database?
- Document Module does not Work in Azure Cloud if Explorer Directory Paths are set for Local Drive
- DonorCentral is not updating nightly in Azure Cloud
- All Printers are not Showing in FIMS on Azure Cloud
- How to Save Files and Documents in MyFiles
- How do I obtain and use my FIMS on Azure Data?
- External Statements-Individual Statements for DonorCentral in Azure Cloud
- How to Change a Database Name in Azure Cloud
- Cannot Access Website from Profile in FIMS on Azure Cloud
- What are the workflows for Microsoft Excel with FIMS on Azure Cloud?
- What are the Workflows for Microsoft Word with FIMS on Azure Cloud?
- Single Fund Statements using Fund Statement Button no Longer Work in FIMS on Azure Cloud
- ERROR: msgOpen: unable to open message file: PROMSGS - when launching FIMS on Azure Cloud
- How to Troubleshoot the Daily Scheduled DonorCentral Upload when Using FIMS on Azure Cloud
- Error Statement Data File Name is Invalid when Exporting out Fund Statement in Azure Cloud
- Profile or Fund Folders not Accessible after Changing System Options in FIMS on Azure Cloud
- How can I get all of my Files out of the S drive on Azure Cloud?
- Windows can't open this type of File when attempting to open Microsoft Files
- Error: Could not connect to server for database filepath, errno 0 1432 when Accessing FIMS from Azure Cloud
- How do I add the Checkboxes Next to Files and the File Extensions for Files in My Files?
- Unable to open file ssimp.txt Errno 2 98 when attempting to import contacts into FIMS on Azure Cloud
- Error Before you can perform printer related tasks...you need to install a printer in FIMS on Azure Cloud
- External Statements Individual Statements to Fund Folders Creates no Documents when Fund folder set for C Drive in Azure Cloud
- The Automation server for excel application is not registered properly when using the Spreadsheet Import Wizard in FIMS on Azure Cloud
- Error: Upload for selected document [DOC ID] had an error....when Uploading Gift Letter to DonorCentral from FIMS on Azure Cloud
- Unable to open file Client C eAdvisor txt Errno 2 98 when doing a DonorCentral Upload from FIMS on Azure Cloud
- Error eAdvisor\History\gl_master.txt was not found. (293) when Posting the GL Journal for Gifts in FIMS on Azure Cloud
- Error: System ComponentModel.LicenseException: License for the PDFExport cannot be found in Azure Cloud
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How to find the cause of variances in the Reconcile Subsidiary Modules Report
- 04 Jun 2023
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How to find the cause of variances in the Reconcile Subsidiary Modules Report
- Updated on 04 Jun 2023
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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:
In general, a variance will occur when:
- An adjustment process was not properly initiated in the outer module
- A manual journal entry was processed to fix a problem
- A grant was improperly adjusted in AP and not in Grants
- A grant refund didn't have the cash properly recorded or the grant wasn't adjusted
- A gift revenue account was used for a non-gift or vice versa
- Pledge revenue is not kept separate from Gift revenue
- Journals were edited before posting ( or deleted)
- The GL accounts in the report set-up are incorrect.
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