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. Navigate to ACTIVITY > TRANSACTION ENTRY > 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.
2. 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.