GL Fund Distributions

Lori Karole Shook · May 5

Why can't I see the whole account number without click on see more for each one? Could you make it that we could move the entire column to see them or just show us the entire account number right away? As an accountant working on adjustments, I need to see multiple gift type's credit and debit accounts at once and your current configuration is maddening. How do you edit the fund distribution or is that not fully functional yet (I am an Admin in RE)?

What is the difference between the Transaction codes and the custom fields/attributes, for me that are the same as transaction codes are what we call them in FE NXT? Can someone elaborate?

Tatyana Leifman · May 5

There is an idea in the idea bank requesting to enable to see the full GL like we can in database view. Please add your vote: https://renxt.ideas.aha.io/ideas/RENXT-I-9466

Karen Diener · May 6

https://community.blackbaud.com/discussion/85526/gl-fund-distributions

I agree with you 100% that seeing - let alone managing - GL distributions in webview could have a much better UI. I recommend voting on the idea that @Tatyana Leifman posted.

I cannot speak precisely to transaction codes, but I do know that if you make use of them, they basically send the Appeal code to FENXT.

One of THE BEST webinars Blackbaud ever did was a series on RE and FE integration. It was from 2020 so I'm not sure how much has changed, but I don't think it has been a lot! Slides are attached.

Part 1 - Configuration.pdf

Part 2 - Day to Day Maintenance.pdf

Part 3 - Reconciliation.pdf

Lori Karole Shook · May 6

@Tatyana Leifman @Karen Diener - Thank you both for your helpful comments. I voted. I will look at the slides. We are a complicated org, and we have an off-line import process between RE and FE due to our overhead process, so we don't use the RE to FE integration. When we did our reimplementation of RE & FE, NXT was not that far along to handle our complications through that process. It might be something we need to investigate soon. Thanks.

GL Fund Distributions

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