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    System Options – Stock Gifts
    • 25 Apr 2024
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    System Options – Stock Gifts

    • Updated on 25 Apr 2024
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    System Options – Stock Gifts

    You can set the following default options to apply to all Stock Gifts 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.

    Note: This section only lists options that are specifically related to Stock Gifts. See System Options – Donor and Gift Management for more information.

    Please contact FIMS Support before setting these options.

    Option

    Values

    Description

    Securities_Jrnlkey

    GI (Gift Journal)

    GJ (General Journal)

    The G/L Journal Key that you want to use when posting securities proceeds and dividends.

    Note: The default value will be either GL or GJ, depending on the type of posting.

    Securities_Revalue_Jrnlkey

    GI (Gift Journal)

    GJ (General Journal)

    The G/L Journal Key that you want to use when posting revalued securities.

    The default value is GJ.

    Stock_Gift_Type

    Any value from the Gift Type code table.

    The default Gift type that you want to apply to new Stock Gifts.

     

    Set Stock Gift System Options

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