Answer:  Yes. To reactivate a fund simply go to the FUND PROFILE for that fund (under ORGANIZE > FUNDS) and scroll to the bottom of the FUND PROFILE....

Answer: Yes!  Even if you add a new fund category after your initial data load, it is very easy to make sure it is attributed to the correct funds.  FUND C...

Yes!  As long as the fund has no transaction history and no endowment history.

YES!  You can reassign Investment Pools for funds with no fund activity, investment pool units, or pooled market value. If there is fund activi...

You can update the new Liquidity field manually for each of your Investment Managers.  If that's not practical for you, Fundriver Support is happy ...

Ever wonder how many characters fit in those fields in your database?  You're not alone!  Check out this article for more info. GLID 255 ...

Answer:  When you deactivate a fund, Fundriver automatically creates transactions to zero out of the historical gift and market value for that fund.  ...

Answer:  The fund will only be pending closure within the current period in which the fund is "Deactivated". This will prevent any transacti...

Answer:  The spending percentage is found under Organize>Spending Rules. Select your spending rule from the dropdown and that will give the configu...

Fee schedules are set up to record administrative fees that are charged to pooled funds (typically 1% of endowment balance or less).  The administrative...