Fundriver Balance Knowledge Base

Product News and Updates 2

• Building a Better Balance | Migration Plan + Timing
• Fundriver Integration Options (as of October 2021)

Upcoming Live Training Sessions 1

• Fundriver Balance Feedback Sessions

New User Training 6

• Client Questionnaire for Transitions
• Complimentary New User Training
• Endowment Accounting 101
• Endowment General Ledger Journal Entries
• Fundriver University- Video Series

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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 36

• All Recorded Videos - Fundriver Video Library
• Fundriver Balance Feedback Sessions
• Fundriver Basics: All Tasks
• Fundriver Basics: Introduction to the Fundriver Knowledge Base and Other Support Options
• Fundriver Basics: Using the Investment Portfolio Module

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Release Notes 22

• September 2022 - Release Notes
• July 2022 - Release Notes
• May 2022 - Release Notes
• April 2022 - Release Notes
• January 2022 - Release Notes

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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