DRAFT New Balance Knowledge Base
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Knowledge base
Latest News and Updates!
Latest News
1
Welcome to the new Fundriver Balance!
Working in Balance
Endowment Accounting
6
Endowment Accounting 101
*What are Non-Unitized Assets?
Endowment Accounting 102
Transaction Types and Definitions
*Data Load Template and Instructions - 2022
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Fundriver Basics
3
Endowment General Ledger Journal Entries
*How Do I Set Up a Spending Rule?
*Spending: When Distributions Impact Unit Price: What Happens When Funds in a Pool Participate in Different Spending Rules
Balance Settings
User Settings
2
Add, Edit or Remove a User
Add, Edit or Remove a User
Best Practices and FAQ
General Endowment Questions
2
Due To / Due From
How Does Unitization Work in Fundriver?
Specific Endowment Questions
1
Test Article under Specific Endowment Qs folder
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