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...
Wed, Jul 7, 2021 at 9:02 PM
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 ...
Wed, Jun 9, 2021 at 1:16 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 Allocation Dat...
Wed, Jun 9, 2021 at 12:57 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...
Thu, Aug 5, 2021 at 3:09 PM