FRease Version 1.4.2

$1,995 (£1625) Purchase

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Update gifts and pledges after they have been posted.

Data entry mistakes happen and donors can even change their minds about how a gift should be allocated and then we have the dreaded, it went on Sr.’s record instead of Jr.’s! FRease was designed expressly for these circumstances. Editing gifts in iMIS creates a paper trail that many organizations do not want to see. FRease makes the process of modifying gifts much quicker and cleaner.

Features include ability to:

• Update posted Gifts and Pledges
• All non-financial fields can be modified, including the ID, Appeal code, Notes, List as, Tribute, Acknowledge, Solicitor, and even the Date Received.
• Change Soft Credit IDs and Amounts
• Make Adjustments to Unpaid Installments
• Change the Distribution and/or Fund (with proper authorization)


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System Requirements

Requires iMIS 10.6 or higher, and SQL/SQL Express 2005 or higher.

All non-financial fields can be changed, including the ID, Appeal code, Notes, List as, Tribute, Acknowledge, Solicitor, and even the Date Received.

Need to make an adjustment to a soft credit? Add, edit, or delete soft credits with FRease!

Users with a special keyword are able to change the distribution and/or fund. This is perfect when accounting has already made the change in their system and you just want iMIS to be correct!

Easily and efficiently change the dates and amounts of unpaid installments on a pledge.

Release Notes Version 1.4.2 — Released February 21, 2018

  1. Force rounding recalculation upon amount entry on soft credits.
  2. Add support for REQUEST activity updates.
  3. Fix issue where user needed to tab out of cell to save soft credit record properly.
  4. Fix issue where if payer of fund raising payment is not the donor, the ship to ID was not changing when updated in FRease.
  5. Fix issue with Fund information invalid updates on split-gifts.
  6. Fix issue in custom stored procedure csi_sp_FRease_MergeRebuildGiftHistory when removing a pledge installment
  7. Core Licensing Upgrade
  8. Added error catching if pledge installments contain duplicate date corruption
  9. Updated stored procedure to account for different server and database collations.

Kudos! After installing FRease, I was immediately able to use it. Very nice!

Jean Davis, Kappa Kappa Gamma Fraternity