Reference Guides

Checklist for Posting Transactions and Investment Activity
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...
Fri, Jun 5, 2020 at 10:56 AM
Expendable Funds Transaction Type Guide
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 ...
Tue, Apr 28, 2020 at 4:28 PM
Fundriver's Glossary of Commonly Used Terms and Expressions
Ever wonder if we're speaking different languages?  It happens!  Check out this glossary of common terms and expressions. General Book Value:  F...
Mon, Apr 27, 2020 at 4:45 PM
Quick Guide: Using Copy From Excel
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
Transaction Type Guide
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...
Wed, Apr 29, 2020 at 3:45 PM