Fundriver Balance Knowledge Base

Fundriver carefully logs each customization made to a client database, and those customizations are reviewed any time a product upgrade is deployed.  Custom...

Answer: A gift annuity is a general obligation to the institution.  When the general obligation expires, the full market value of the annuity would be consi...

Q: What version of Fundriver is my institution using? A:  We only have one version of our application, it is known as the Current Version.   Q: When w...

Answer: For instructions on transferring the distribution from one fund to another, check out this article. Please see steps 3, 4, & 5.

Answer: Use the transaction type of "Non Cash Historical Gift Transfer" to adjust the historical gift (aka: corpus) and not impact cash (no change...

Access from anywhere: Users can access the Fundriver Knowledge Base from anywhere using this link: https://fundriverhelp.freshdesk.com/support/home Acce...

Best Practice: Loans are recorded in a variety of ways depending on the institution's intent for withdrawal.  We recommend consulting with your audit te...

We have had a few clients experience this and it sounds SUPER frustrating!  If you are a user experiencing this, we apologize for any inconvenience. This...

Clients using Single Sign On (SSO) can bookmark (or 'favorite') their Fundriver site for easy access. We recommend bookmarking the original URL link...

Answer: On the ACTIVITY > TRANSACTION ENTRY screen there is an option to override the unit price associated with that transaction.  That can be done...