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Best Practice & Common Questions

FAQ: I Need to Make a Transfer From One Endowment to Another Fund in Fundriver. Which Transfer Transaction Type Should I Use?
Answer: The most frequently used transfer transaction types in Fundriver are Internal Transfer, External Transfer In, External Transfer Out, and Cash Histor...
Fri, Nov 20, 2020 at 1:35 PM
FAQ: If Distributions Sell Units, Will My Fund Run out of Units?
The answer is no! We recommend clients have gifts and distributions impact units. When new gifts come in, units are bought at the current unit price. When ...
Thu, Mar 4, 2021 at 2:51 PM
FAQ: Why does my Estimated Spending Report show all zeros?
Answer: In the new Spending Interface, if the Allocation Date is set to the current open period in Fundriver, the Estimated Spending Report will return all ...
Mon, Jan 18, 2021 at 3:04 PM
FAQ: How to generate a GL Export (Journal Entry)
To facilitate transferring data from Fundriver to your GL, Fundriver is able to program custom journal entries for your use. If you do not have any GL Expor...
Wed, Jun 30, 2021 at 8:55 AM
FAQ: I'm locked out!
Fear not!  We are here to help! You could be locked out for a few different reasons... 1) Effective 4/6/23, EverTrue began locking accounts that had...
Thu, Apr 6, 2023 at 9:35 AM