Let's Talk Solutions: FIMS

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. 

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