Here are the import instructions for the Awards Module.
To access the module, click on the AWARDS/RECIPIENTS tab.
By clicking on the RECIPIENTS TAB, you can add new award recipient detail or review existing recipient records. Choose a recipient from the drop down menu or click ADD.
The RECIPIENTS tab contains fields that can be customized and used for donor reporting and organization's specific tracking purposes.
Using the SEARCH BY RECIPIENT tab, you can find all awards that a particular recipient has received. You can also edit or delete those awards.
If you have a large amount of award information to add to Fundriver, an IMPORT feature is available. The IMPORT template is available via a link on the Instructions tab (or can be found here).
On the template, the columns in red are required fields.
The award recipient import can be loaded into Fundriver by navigating to ACTIVITY > TRANSACTION ENTRY > GL IMPORT and choosing the Import Type of AWARDS IMPORT.
There are several standard reports available that display award/recipient information. Click on REPORTS > AWARD to view.
The AWARD RECIPIENT REPORT shows all recipients within a given time frame for all funds. This report groups by fund and provides totals awarded from each fund for that time period.
If a fund use restriction is stored within Fundriver, it will display on the top of the report.
If you have questions on the Awards/Recipients module or would like to schedule a personalized walk through of the tool, please contact Fundriver support.