Product News and Updates 1

• Fundriver Integration Options (as of October 2018)

FASB ASU 2016-14 Updates 4

• FASB ASU 2016-14: Updates to Fundriver
• FASB: Publishing ASU 2016-14 Reports Using UDR Tool
• New FASB financial statement presentation standard
• Watch Our Informational Webinar: New FASB Guidance on Financial Statements for Not-for-Profit Organizations

Release Notes 9

• February 2020 - Release Notes
• June 2019 Release Notes
• April 2019 Release Notes
• January 2019 Release Notes
• August 2018 Release Notes

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Endowment Conference 1

• Endowment Conference Handouts

Recorded Training Sessions 26

• All Things Spending!
• FASB ASU 2016-14
• Fundriver & Accounting Standard Updates
• Fundriver Basics: Introduction to the Fundriver Knowledge Base and Other Support Options
• Fundriver Basics: Using the Investment Portfolio Module

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Upcoming Live Training Sessions 1

• May 5, 1 p.m. EDT: Endowment Accounting Part II

Module and Feature Overviews 10

• *Module and Feature Overview
• Awards Module Overview
• Bulk Import Module Overview
• Expendable Funds Module Overview
• New Department Module

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Technical 14

• Disabling of TLS (Transport Layer Security) versions 1.0 and 1.1
• FAQ: Can I have Fundriver open in multiple browser windows at the same time?
• FAQ: Can people at multiple locations use the same GoToMeeting or GoToWebinar link and call in number?
• FAQ: How do I bookmark my Single Sign On link?
• FAQ: How do I fix printing issues in Fundriver?

See all 14 articles

Reference Guides 4

• Fundriver's Glossary of Commonly Used Terms and Expressions
• Non Pooled Transaction Type Guide
• Quick Guide: Using Copy From Excel
• Transaction Type Guide

New User Training 3

• Complimentary New User Training
• Endowment Accounting 101
• New User Training List

Services and Support 5

• Canceling your Fundriver Subscription
• Consulting Services Available
• Converting to a New General Ledger in Fundriver
• Statement of Work Overview
• Support Overview and Additional Services

Implementation - Client Articles 14

• The Implementation Experience: What To Expect
• Implementation Meeting: Kick Off
• Implementation Meeting: Walkthrough
• Endowed Fund Data Load Template and Instructions
• FAQ: Data Load Template

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Support/Settings 9

• Adding New Users (Single Sign On Configuration)
• FAQ: How do I find out which pricing model my organization is using?
• FAQ: Is there a way to delete users who no longer should have access?
• How do I add a user in Fundriver?
• How do I add users to multiple databases?

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NEW Spending Interface 7

• Distributions when calculation includes both calendar and fiscal dates (New Spending Interface)
• How do I create income/spending distributions? (New Spending Interface)
• How do I know if we have the New Spending Interface or the Old Spending Interface?
• How do I set up a spending rule? (New Spending Interface)
• How does the Yale Method spending calculation work? (New Spending Interface)

See all 7 articles

Awards/Recipient 2

• Award / Recipient Module Instructions
• How do I use the Award Module to track Donor Advised Fund disbursements?

OLD Spending Interface 5

• How do I create income/spending distributions? (Old Spending Interface)
• How do I know if we have the New Spending Interface or the Old Spending Interface?
• How do I set up a spending rule?
• How does the Yale Method spending calculation work?
• When Distributions Impact Unit Price: What happens when funds in a pool participate in different spending rules

Reference Guides 4

• Fundriver's Glossary of Commonly Used Terms and Expressions
• Non Pooled Transaction Type Guide
• Quick Guide: Using Copy From Excel
• Transaction Type Guide

Report 12

• FAQ & Definitions: Report Types in Fundriver
• FAQ: Can I make only active funds show up on reports?
• FAQ: FAS-117 Reports
• FAQ: I’m trying to run a Portfolio Level Report (manager reports) and the end date for my current period isn’t there. What do I do?
• FAQ: My numbers are not accurate (or I'm getting an error message) when I try to run a User-Defined Report in our test (UAT) database. What should I do?

See all 12 articles

Organize 24

• FAQ: Can I reactivate a fund that has been closed and add new gifts?
• FAQ: Is there an easy way to assign a new fund category to particular funds?
• FAQ: Can I delete a fund?
• FAQ: Can I move a fund from one investment pool to another?
• FAQ: How do I update the new Liquidity field for my Investment Managers?

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Department Module 7

• Customizing Your NEW Department Site
• Department Module - Client Administrator Guide
• Department Module User Set Up Template
• How do I set up report subscriptions?
• NEW Department Module - Department User Guide

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Activity 22

• Adding Historical Data Post Implementation
• FAQ: I noticed mistakes in my recent import. Is there a way to delete the file?
• FAQ: Do I need to delete or reload my data?
• FAQ: How Do I Adjust shares in Fundriver without affecting market value
• FAQ: How do I create income/spending distributions?

See all 22 articles

Best Practice & Common Questions 31

• Considerations when changing posting frequency in Fundriver
• Correcting Historical Gifts Through Transfers of Historical Gift and Appreciation (Transparent Method)
• Correcting Historical Gifts Using Override Unit Price/Effective Date Feature
• CPI Adjustment
• Differences Between Old and New Manager Modules (Data Collected and Format)

See all 31 articles

Due To/Due From 3

• Using Due To/Due From (DTDF) with the Manager Module
• Using Due To/Due From (DTDF) without the Manager Module.
• Using the Due to/Due from (DTDF) Reconciliation Template