Archived and Closed
This conversation is no longer open for comments or replies and is no longer visible to community members. The community moderator provided the following reason for archiving: Implemented or solved by Dec 31 2015
Please modify the sync feature such that fund codes that have been made inactive in the Contributions module are removed from ACCESS ACS.
If that is no possible please give us the ability to remove fund codes from ACCESS ACS (although this would mean that a person would have to deactivate in two places: Contributions and Access)
If that is no possible please give us the ability to remove fund codes from ACCESS ACS (although this would mean that a person would have to deactivate in two places: Contributions and Access)
Posted 5 years ago
Rebekah Musick, MCP Sr. Account Mgr/ACS Community Manager
Hi Charlene,
Love it when clients respond back to Get Sat posts! Keep it coming!
The issue Earl is reporting is that if the inactive fund has been uploaded to Access ACS at one time, even when you don't select that fund on the Upload Records to Access ACS screen, the inactive fund is still showing in Online Giving Setup>Funds tab>Manage Funds. This is where Earl is requesting the fund to not show up which I agree with.
Love it when clients respond back to Get Sat posts! Keep it coming!
The issue Earl is reporting is that if the inactive fund has been uploaded to Access ACS at one time, even when you don't select that fund on the Upload Records to Access ACS screen, the inactive fund is still showing in Online Giving Setup>Funds tab>Manage Funds. This is where Earl is requesting the fund to not show up which I agree with.
I agree too.
The work around, our finance coordinator has done in the mean time, is to put a lowercase z in front of inactive fund names. It puts them all at the bottom of the list.
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The work around, our finance coordinator has done in the mean time, is to put a lowercase z in front of inactive fund names. It puts them all at the bottom of the list.
.
(Edited)
Rebekah Musick, MCP Sr. Account Mgr/ACS Community Manager
This reply was created from a merged topic originally titled ACCESS Enhancement Request.
Uploading fund codes. We have many inactive Fund codes that cannot be deleted for history purposes. We would like for them not to be uploaded but since they are can they at least be listed alphabetically so when we search for which ones we want people to see we do not have to search forever?
Uploading fund codes. We have many inactive Fund codes that cannot be deleted for history purposes. We would like for them not to be uploaded but since they are can they at least be listed alphabetically so when we search for which ones we want people to see we do not have to search forever?
Rebekah Musick, MCP Sr. Account Mgr/ACS Community Manager
Hi Charlene,
Funds flagged as inactive in ACS Contributions should not be uploading to Access ACS. We released this change in June of this year. If you're still seeing inactive funds in Access ACS Online Giving Setup, please make sure that they are flagged as inactive in Add/Edit Fund Codes in ACS Contributions. If they are flagged appropriately and still showing up, please contact our support department so we can figure out why they are still uploading.
Funds flagged as inactive in ACS Contributions should not be uploading to Access ACS. We released this change in June of this year. If you're still seeing inactive funds in Access ACS Online Giving Setup, please make sure that they are flagged as inactive in Add/Edit Fund Codes in ACS Contributions. If they are flagged appropriately and still showing up, please contact our support department so we can figure out why they are still uploading.
