Historical Data Definition: Any fund values (market values and historical gift), activity (sum of all investment activity for specific post dates), o...

Answer: Yes, you can easily delete a file you've imported, along with any data that was added or changed as a result of that import. Click on ACTIV...

Great question!   The short answer- it depends on what import type you are using... Standard Transaction Import - For this import type y...

To adjust shares without affecting market value, you must enter an overriding unit price.  Creating two transfer transactions in the period where the share...

Great question!  It depends on whether you are using our NEW Spending Interface or the Old Spending interface.   If you are on the NEW Spending Inte...

Answer:  If you want to download transactions to excel, you can go to Edit Transactions, select Distribution (or whatever transaction types you would li...

Answer:  No, you will not have to reenter any gifts and investment activity.  The system will remember what you've input for each quarter. ...

If you've uploaded transactions via the GL Import feature, but some rows aren't showing up, it could be for a few reasons.  Troubleshoot with ...

Post date is determining which period your transactions are posted to in your database. Journal date is informational and not a requirement.  T...

There are several options for adding gifts and other transactions to the Fundriver system.  You can add each gift individually, copy and paste a list of...