Appeals integration with Financial Edge (transaction codes)

Donella Robb · August 5

I am wondering if anyone has some insight into what the Financial Edge integration may look like in RENXT Web View for Appeals. In database view, the "Attributes/Expenses" tab has a section at the bottom to select the Transaction Code from Financial Edge that is linked to the Appeal. Some of our fundraisers use the "Attributes/Expenses" appeal tab to look up the transaction codes, which we also use for expenses related to the Appeals.

I can see that Attributes & Expenses are now in RENXT Web View as Custom Fields & Expense tiles. Is that last section (the transaction code) waiting on some work related to the integration from Financial Edge?

Thank you for any information!

Regards, Donella

Ryan Hyde · August 6

While I don't have any specific insight here, I know that all of these data types (campaigns, funds, appeals, packages) are very much works in progress for NXT. So… maybe?

Alex Wong · August 11

work in progress as Ryan said.

Also integration in dbview (i.e. when appeal/event record is created, auto create transaction code 1 entry in FE) does not work in webview or API. I hope BB change that and honor the business configuration.

Austen Brown · August 12

Recommend visiting the RE NXT Idea Bank and making sure this is represented. If you find an existing idea or add your own, take the time to add a comment and include your particular use case - we've heard from BB that this helps them understand the "why" as they are looking to evolve Web View into the Unified View.

Appeals integration with Financial Edge (transaction codes)

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