Post Gifts

Post Gifts

When you post a Gift, FIMS moves the information to Gift History and creates a G/L Journal entry for the Gift.

Note: You cannot post Gifts without first running an error-free Gift Edit report.

1. Run an error-free Gift Edit Report.

2. Click Post Gifts on the FIMS Viewer menu bar. A message appears to remind you that you should run any additional processes on the Gift(s) before posting (for example, the Gift Acknowledgement Export), and asks if you are sure, you are ready to post your Gifts.

Post Gifts Confirmation Message

3. Click Yes to post your Gifts and display the Gift Posting report in the FIMS Viewer. In the next window click Run Report.

Example: Gift Posting Report

Posted Gifts no longer appear in the Unposted Gifts Data Grid. Instead, they appear in the Gift History Data Grid (Gift History supertab), the Giving History tab for the Donor (in the Profile Management module), the Gift Detail tab for the Fund (in the Fund Management module) and in Gift History reports.

Note: If the interface with General Ledger is enabled, posting your Gifts makes the appropriate debit and credit entries in General Ledger. In order for those entries to update General Ledger accounts (affect the Fund balance), the General Ledger journal must be posted.

Post General Ledger from the Gift Posting Report

You can optionally run the G/L Journal Edit Report and post the Journal directly from the Gift Posting Report, but you should always verify the Journal Entries before posting. You can also skip this step and complete your General Ledger processing in the General Ledger module itself. Refer to Processing Gifts in General Ledger for more information.

1. In the FIMS Viewer for the Gift Posting Report, click Edit & Post G/L on the menu bar. 

The G/L Edit window opens.

Example: G/L Edit Selections Window
Note: The fields in this window are identical to the G/L Journal Edit Report Selections window in the General Ledger module. Refer to Running the G/L Journal Edit Report in the General Ledger module for more information.

Note: The fields are automatically populated based on the Gifts in your Posting report.

2. Verify the data in the Apply Dates, Batch, Journal Key, Reference, and Journal # fields, and then click OK to run the report. The G/L Journal Edit report opens in the FIMS Viewer.

Example: G/L Journal Edit Report
Note: The posting process is identical to posting from the General Ledger module. Refer to Posting the General Ledger Journal in the General Ledger module for more information.

3. Click Post Journal on the on the FIMS Viewer menu bar. 

A message appears to inform you that you will not be able to include the journal entry in any other processes (for example, the Journal Entry report) once you post and ask if you are sure, you are ready to post.

4. Click Yes in the message window if you are ready to post.

5. Verify the Send To destination, and then click the Run Report button. The G/L Journal Posting Report opens in the FIMS Viewer.

Example: G/L Journal Posting Report

Note: Once the entries are posted they will be available from the Journal History Data Grid and all General Ledger reports and inquiries will immediately reflect the posted entries.