Modules & Add-Ons

Statement of Work Overview
What is a Statement of Work (SOW)? A Statement of Work is a contract between Fundriver and a client to perform customizations on a client database.  Thes...
Wed, Mar 25, 2020 at 7:15 AM
Expendable Fund Data Load Template and Instructions - 2020
This template is used to provide your initial data to Fundriver. Please be aware that Fundriver currently has an old and a new version of these templates; f...
Tue, Aug 10, 2021 at 6:56 AM
Manager Data Load Template and Instructions - 2020
This template is used to provide your initial data to Fundriver. Please be aware that Fundriver currently has an old and a new version of these templates; ...
Tue, Mar 22, 2022 at 1:11 PM
Department Module User Set Up Template
When implementing the Department Module, most clients will have many department users to upload into the database as an initial import.  This is so...
Wed, Jul 28, 2021 at 12:53 PM
Converting to a New General Ledger System
Some organizations may need to make changes to their endowment fund information in bulk within Balance due to an institutional change of accounts, or a con...
Mon, Aug 29, 2022 at 7:45 AM
Support Overview and Additional Services
Your Fundriver support package includes unlimited access to a team of endowment accounting experts for assistance with using Fundriver and troubleshootin...
Mon, Oct 31, 2022 at 6:00 PM