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    Let's Talk Solutions: FIMS
    • 26 Mar 2025
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    Let's Talk Solutions: FIMS

    • Dark
    • PDF

    Article summary

    Let’s Talk Solutions is NPact's customer-driven and focused educational series. Let’s Talk Solutions: FIMS will provide you and your team with a bi-monthly training session to support your organization using FIMS efficiently and effectively. These sessions will give FIMS users tangible guidance and thought leadership from NPact’s product, training, and consulting teams on a new topic every other month. 


    Let’s Talk Solutions: FIMS takes place every other month on the second Wednesday at 11AM CT. 


    March 2025: General Ledger - Automatic Entries/Cash Management Features 

    Topics Covered: 

    Automatic Entries:

    • Allocation and Entries
    • Automatic Interfund Transfers
    • Entries from Journal History
    • Purge Unposted GL Entries

    Cash Management Features

    • Automatic Cash Entries (Cash Call)
    • Asset Rebalancing


    September 2024: Introduction to Financial Statement Design 

    Topics Covered: 

    • Design Statements Overview
    • Creating Row Formats
    • Creating Column Formats
    • Creating Statement Records
    • Running Financial Statements




    July 2024: Focus on FACTS

    Topics Covered: 

    • Important Features You Should Know About
    • Integration Information
    • Translation of Journal Key Codes
    • Adding or Closing Investment Accounts
    • Retiring a Fund vs. Closing a Fund in a Pool
    • Keeping FACTS and GL in Balance
    • Reporting Tips



    May 2024: FIMS Data Entry Shortcuts

    Topics Covered: 

    • Keyboard Shortcuts
    • Clip Buttons
    • Copy & Paste
    • Default Values
    • Copy Records to Create New Ones
    • Mass Creation of New Records
    • Importing Data



    March 2024: FIMS Data Management Tools

    Topics Covered: 

    • Duplicate Profile Report
    • Combining Duplicate Profiles
    • Identifying and Deleting Dormant Profiles
    • System Integrity Report
    • Importing Address Updates
    • Format Phone Numbers
    • Tips for Analyzing and Cleaning up Affiliations
    • FIMS User Defined Codes



    January 2024: FIMS End of Year Processes 


    Topics covered: 

    • General Ledger: End of Year Closing
    • Maintaining the GL Calendar
    • Automatic EOY Processing
    • Closing Modules by Date
    • Rolling Targets Forward
    • Accounts Payable Considerations
    • Running Reconciliation Reports
    • Forwarding Grant Numbers
    • Auto-Creating Grant Applications
    • Creating Recurring Grants from Fund Distributions
    • Recurring Tickles



    October 2023: DonorCentral 101 


    Topics covered: 

    • Introduction of DonorCentral
    • How to provide access to both staff and DonorCentral portal users
    • Overview of how DonorCentral works from the donor, advisor, and non-profit perspective 



    August 2023: Understanding Grant Adjustments


    Topics covered: 

    • Overview of grant adjustments
    • How to cancel and refund grants
    • Making various corrections to historical grants.



    June 2023: Feel the Force of Reports


    Topics covered: 

    • An review of FIMS reporting
    • Overview of all the reporting methods
    • How to run a standard FIMS report and export




    April 2023: The Mystery of FIMS Data Grids


    Topics covered: 


    • Data grids views, toolbar options, and right-click menu options
    • The various type of data grids and their functionality
    • How to create new and custom views that work for your organization 



    February 2023: Top Tips and Tricks in FIMS


    Topics covered: 


    • Updating user preferences 
    • Helpful tricks using keyboard shortcuts
    • Data management tips and best practices



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