Fundriver Balance Knowledge Base

Release Date: June 9, 2023 Support Settings > Online Help We updated this page to reflect our current support hours. Organize > Funds >...

Release Date: February 8, 2023 NEW Fund Statement & Depreciation of Standard Donor Reports If you have custom donor reports in your Balance databas...

Release Date: September 17, 2022 Report > Book Value Report  Updated the Net Transfers to correctly reflect custom transaction settings when transfe...

July 2022 – Release Notes   Release Date:  July 9, 2022 Summary:  This release addresses confusion over the May 2022 release with updates to the ASU Repo...

Release Date: May 21, 2022 Summary: This release deployed a new bulk import type to all databases, updated pledge reporting on ASU reports, and more!   ...

Release Date: April 9, 2022 Summary: This release deployed a new bulk import type to all databases.   NEW Bulk Import Type  We've added a new Bulk I...

Release Date: January 22, 2022 Summary: This deployment includes updates to Estimated Spending Reports and Estimated Spending UDR Data Sources.   Securit...

Release Date: November 9, 2021 Summary: This deployment includes updates to Estimated Spending Reports and Estimated Spending UDR Data Sources.   Reports...

Release Date: September 9, 2021 Summary: This deployment includes enhancements to UDR Datasources, Spending Rules (new spending interface only), and report...

Release Date: August 13, 2021 Summary: This deployment includes enhancements to department level reporting. Existing Department User Report in the main...