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 ...
Thu, Mar 3, 2022 at 1:18 PM
Ever wonder if we're speaking different languages? It happens! Check out this glossary of common terms and expressions. General Terminology ...
Fri, Oct 6, 2023 at 10:51 AM
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.
Wed, Aug 2, 2023 at 8:18 PM