This article covers issues to consider if an organization is planning on changing its' posting frequency in Fundriver.
- Unitization: A change in posting frequency will impact the timing of the investment earnings allocation on new gifts. Below are the two most common unitization models in Fundriver.
- Gifts, Distributions, Transfers and expense transactions entered to individual funds impact units
- All other activity (interest/dividends, realized and unrealized gains/losses and investment fees) impact unit price
Locked Periods: all prior periods will be locked down for editing once the posting frequency change is made. Therefore you will be unable to open prior periods from the lock date.