dbview function to update Account and Project

Alex Wong
Alex Wong Community All-Star
Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge
in Blackbaud Raiser's Edge NXT®: General Discussions

@Anthony Gallo

Was just going over this with finance team and realize (or at least I didn't see it) the option to Update GL Account and GL Project in RE. This used to be in the Post to General Ledge function in dbview.

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Is this available on webview and I just missed it, or in plan.

Answers

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    This will be needed to happen in DB view while DB view is still available. We have a plan for this in a post DB view world so it is not something we brought to the web view post. Continue this for now but it will be addressed automatically in the future.

  • Bill Connors
    Bill Connors
    Tenth Anniversary Kudos 5 Name Dropper Participant

    I saw this change recently, too, Alex, so thank for raising the question. @Anthony Gallo , thanks for answering. Can you clarify your comments for us, please? Do I understand this correctly if I say: 1. For those still posting from the db view, as projects and accounts number change in FE this Update needs to be run. 2. For those who have moved to the web view to post, this update is not needed, it will happen automatically? OR, Do even those who post via web view today still need to do the db view Update until the db view goes away? Thanks again!

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    Continue this for now but it will be addressed automatically in the future

    I take your statement as we will no longer need to do the update in the future, where account and project will automatically "sync" with FE from RE.

    Thank you, I think it is the best approach.

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