Fundriver Balance Knowledge Base

Product News and Updates 2

• Fundriver Integration Options (as of May 2020)
• Client Questionnaire for Transitions

Upcoming Live Training Sessions 1

• Check back later!

New User Training 5

• Complimentary New User Training
• Endowment Accounting 101
• Endowment General Ledger Journal Entries
• Fundriver University- Video Series
• New User Training Materials

Reference Guides 5

• Checklist for Posting Transactions and Investment Activity
• Expendable Funds Transaction Type Guide
• Fundriver's Glossary of Commonly Used Terms and Expressions
• Quick Guide: Using Copy From Excel
• Transaction Type Guide

Recorded Training Sessions 33

• All Recorded Videos - Fundriver Video Library
• Fundriver Basics: All Tasks
• Fundriver Basics: Introduction to the Fundriver Knowledge Base and Other Support Options
• Fundriver Basics: Using the Investment Portfolio Module
• Fundriver Basics: A New User Roadmap

See all 33 articles

Release Notes 16

• September 2021 - Release Notes
• August 2021 - Release Notes
• June 2021 - Release Notes
• Q2 2021- Release Notes
• Q1 2021- Release Notes

See all 16 articles

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

Endowment Conference 1

• Endowment Conference Handouts