Fundriver Knowledge Base
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Working in Fundriver
FAQ: Can I Reactivate a Fund That Has Been Closed?
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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OLD Spending Interface
How do I Create Income/Spending Distributions? (Old Spending Interface)
How Do I Set Up a Spending Rule? (Old Interface)
How Does the Yale Method Spending Calculation Work? (Old Spending Interface)
What are the Differences Between the New Spending Interface and the Old Spending Interface?
When Distributions Impact Unit Price: What Happens When Funds in a Pool Participate in Different Spending Rules?
NEW Spending Interface
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 Manage Supplemental Distributions? (New Spending Interface)
How Do I Set Up a Spending Rule? (New Spending Interface)
How Does the Yale Method Spending Calculation Work? (New Spending Interface)
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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 26 articles
Award / Recipient Module Instructions
How Do I Use the Award Module to Track Donor Advised Fund Disbursements?
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?
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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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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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