Gift transactions can be edited or deleted at the fund level or globally. To delete all gifts in a specific posting period, see the last screen shot of this training.
Articles in this section
- Standard Transaction Template and GL Import Instructions
- Standard Non Pooled Fund Transaction Template and GL Import Instructions
- How do I Import Northern Trust Data?
- How do I add gifts or other transactions to Fundriver using Copy from Excel?
- How do I enter transaction activity in Fundriver?
- How do I edit or delete transactions in Fundriver?
- How do I edit or delete gift information in Fundriver?
- How do I create income/spending distributions?
- How do I post and reconcile investment activity?
- How do I view or export transactions that have been entered in Fundriver?