New User Training

New User Training Materials
Welcome to Fundriver! Below we have compiled a list of resources to new users get acquainted with the software and feel confident using Fundriver Balance.  ...
Tue, Oct 3, 2023 at 12:18 PM
Endowment Accounting 101
New to endowment accounting? Need a refresher on commonly used terms? You've come to the right place! In this article we explore the basics of endowment...
Tue, Oct 3, 2023 at 12:38 PM
Endowment General Ledger Journal Entries
T-accounts are often helpful to illustrate General Ledger (GL) entries. For every debit entry there is a corresponding credit entry.    Debit = left ...
Fri, Apr 2, 2021 at 11:41 AM
Client Questionnaire for Transitions
Are you leaving your institution?  We wish you the best of luck in your future endeavors! Are you planning to retire?  Congratulations!  We want to do e...
Mon, Oct 17, 2022 at 10:49 AM