Reference Guides
Below are the steps necessary to post, reconcile and close a period in Fundriver. 1. Add new funds; if a donor establishes a new endowment fund for you...
Wed, Jul 7, 2021 at 9:02 PM
Our latest Expendable Funds Transaction Type Guide can be found below. Additionally, you can find a PDF and Excel version attached to this article for easy ...
Wed, Jun 9, 2021 at 1:16 PM
Ever wonder if we're speaking different languages? It happens! Check out this glossary of common terms and expressions. General Allocation Dat...
Wed, Jun 9, 2021 at 12:57 PM
When entering transactions via ACTIVITY > TRANSACTION ENTRY, users have the ability to copy their transactions right into Fundriver using the "Copy ...
Wed, Apr 29, 2020 at 3:03 PM
Attached to this article you will find a PDF version and an Excel version of our latest Transaction Type Guide. For more info on transaction types please a...
Thu, Aug 5, 2021 at 3:09 PM