There are several options for adding gifts and other transactions to the Fundriver system. You can add each gift individually, copy and paste a list of gifts from Excel, or import a gift list using the Standard Transaction Import file. This user guide explains how to add gifts and other transactions using the Copy from Excel feature.
1. Click on ACTIVITY.
2. Click on TRANSACTION ENTRY.
3. Click on the COPY FROM EXCEL tab and choose your TRANSACTION TYPE.
The Post Date will default to your current posting period. In order to add gifts to a prior posting period, you must first re-open that period by navigating to ACTIVTY-> REOPEN PERIOD.
4. From your spreadsheet, copy the GLID, Amount, and Note. Make sure to only copy the data fields and not the column headers.
NOTES can contain a donor name (if you are adding gifts) or any other transaction-related information that might be helpful to have in Fundriver.