System Options – Interfunds
- 25 Apr 2024
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System Options – Interfunds
- Updated on 25 Apr 2024
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System Options – Interfunds
You can set the following default options to apply to the Interfund records you create in FIMS. This can save time in the data entry process and any of the default values can be changed when you are working with a specific record.
Please contact FIMS Support before setting these options.
Option | Values | Description |
|---|---|---|
AP Notification Email | <Staff Code> | The staff code for the finance staff member who you want to notify by email when an interfund is created. If you select a code, that staff member's email address will be added to the Interfund Entry window by default. |
Comment Information | Yes No | If you select no, you will not be able to add comments to records (with the exception of the Fund ID which populates in new Interfund records). |
Default Payment | Autopay Check | Determines the default payment type for Interfunds. If you select either Autopay or Check, that option will be selected by default every time you create an interfund. The default value is Autopay. |
Default Princ Inc | Principal Income | Determines the type of account that you want to use for interfund Gifts by default (Gifts to Principal or Gifts to Income). |
Donor ID Code | <ID Code> | The default Donor ID code that you want to use for Interfunds. If you enter a value for this option, it will be entered into the Donor ID Code field on the Interfund Entry window by default. |
Gift Notification Email | <Staff Code> | The staff code for the development staff member who you want to notify by email when an interfund is created. If you select a code, that staff member's email address will be added to the Interfund Entry window by default. |
Grantee ID Code | <ID Code> | The default Grantee ID code that you want to use for Interfunds. If you enter a value for this option, it will be entered into the Grantee ID Code field on the Interfund Entry window by default. |
Grant Notification Email | <Staff Code> | The staff code for the program staff member who you want to notify by email when an interfund is created. If you select a code, that staff member's email address will be added to the Interfund Entry window by default. |
Use Grant Number | Yes No | When the Autopay option is selected, determines whether to use the Grant Number as the Payment Number by default. |
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