When creating a new fund code in Database View, several tabs capture information required for accounting and tracking: General, Solicitors, Campaigns, Appeals, Relationships, GL Distributions, and Attributes. Of these, our team relies on four every time: General, Campaigns, Appeals, and GL Distributions.

These four tabs do not currently appear to be available when creating a fund code in NXT/Web View. Without them, we cannot capture GL distribution details or tie the fund to the correct campaigns and appeals, which are essential for accurate accounting and reporting.

Is fund code setup in NXT still a work in progress, or is there a workaround we're missing?

As this transition progresses, I understand Blackbaud is working hard to capture user concerns and resolve them. Please consider the impacts of this transition to ensure users have time to discover Database View processes that are required in Web View. To avoid disruption and potential issues, Database access should continue for an extended period of time, at least a year, until those processes are identified.