Module and Feature Overviews

Module and Feature Overview
Check out this Module and Feature Overview to see what else Fundriver can do for you!
Wed, Apr 22, 2020 at 7:52 AM
Awards Module Overview
The Awards/Recipients module is designed to help clients track scholarship and award recipients. It is also designed to help support reporting for donor adv...
Thu, Aug 27, 2020 at 9:36 AM
Bulk Import Module Overview
The Bulk Import feature allows clients to populate a template for adding and updating funds in bulk. Client User and Administrator user types have access to...
Thu, Aug 27, 2020 at 9:40 AM
New Department Module Overview
The Department Module was developed to give an organization read-only access to specific funds, usually related to their departments. The department site ru...
Thu, Aug 27, 2020 at 11:15 AM
Old Department Module Overview
Note: January 2019 Fundriver deployed updates to the Department Module!  Check out these release notes for complete details. The Department Module was dev...
Thu, Aug 27, 2020 at 11:29 AM
Expendable Funds Module Overview
The Expendable Funds Module was developed to help clients track the balances of spendable funds within Fundriver, that are not part of the Endowment Pool. F...
Tue, Nov 10, 2020 at 10:52 AM
Investment Portfolio Module (formerly the Manager Module) - Ability to Track Investment Detail by Manager
The Investment Portfolio Module was designed to assist clients that need to organize and reconcile multiple investment statements. The module features the f...
Mon, Jun 29, 2020 at 10:21 AM
Role Manager Overview
All Fundriver clients can control their user’s access to their database by assigning USER TYPES in a user’s setup profile (SUPPORT/SETTINGS > USERS). The...
Thu, Oct 1, 2020 at 10:12 AM
New Spending Interface Overview
Fundriver has enhanced Spending functionality! check out our recorded webinar here.  This article highlights some of the new features! Additional Par...
Mon, Aug 31, 2020 at 9:23 AM
Workflow Module Overview
Workflow is a premium feature in Fundriver that allows an organization to initiate an electronic sign off process and audit trail for the creation, editing,...
Mon, Aug 31, 2020 at 9:31 AM