You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level but when RE goes away, how will I view them then. Please add the ability to view these in RE NXT.
Will the ability to edit the GL distribution information on the RE fund record be coming to web view. The process of adding the distribution information that has worked for us is to copy from a similar fund (our account strings stay generally the same) and then change the project for the gift types that need it. Currently, copying GL from a fund doesn't allow updating the project.
The GL Distribution information is very important at both the Gift Type and Gift SubType levels in order to maintain our ability to post gifts from RENXT to FENXT accurately. Rather than discontinue it, unless it it replaced with something better, I'd suggest enhancing it by allowing templates to be assigned to Funds. Right now we can copy from another Fund or load from a Default, but being able to build templates would allow for a single change in a template update all Funds utilizing that template as opposed to having to go to each Fund to make a GL Distribution change.
yes, this is very important for us too
You currently cannot view GL Distributions in RE NXT. I’ve heard there is no plan at the moment to include this functionality.
In RE, users can view GL Distributions both at the specific fund level and at the individual gift level. As we prepare for RE to be retired, this creates a critical operational gap—once RE is no longer available, there will be no way to view or validate GL Distributions in the system.
This is blocking our work. GL Distributions are essential for financial reconciliation, audit support, and coordination with our Business Office. Without the ability to view them in RE NXT, we cannot confidently verify how gifts are being distributed to GL accounts.
Additionally, we need a reliable and efficient way to update GL Distributions in RE NXT when we are notified that account numbers or distributions have changed. This is a routine and unavoidable business process, and the lack of update functionality creates ongoing risk for inaccurate financial reporting.
Finally, the inability to query by GL Distribution is also blocking. Querying by GL Distribution is required for standard reporting and reconciliation workflows and would eliminate the need for manual data manipulation outside the system, which is both inefficient and error-prone.
Please add the ability to view, update, and query GL Distributions in RE NXT. Without these capabilities, we cannot fully transition away from RE or meet basic operational, reporting, and audit requirements.
Also need to identify GL numbers by gift sub type as you are able to in database view - this is important for our integration with our finance system!
Our financial department relies on the reports we supply them that include the GL. Losing this capability will be disappointing.
This very important to our daily work for reconciliation and processes.
We use GL information on a daily/monthly basis to track funds associated with returned checks and refunded credit cards to name a few purposes. We need this functionality to maintain our established processes.
Availability of GL information associated with a fund is extremely important to reconciliation and multiple processes, including completion of the annual Woodmark review.
This is a critical piece. It is how we integrate with our financial system. Without it we cannot use RE NXT for processing of gifts
This is crucial. Gift Records Reporting to the Business Office would be inclredibly challenging without the GL Distribution information for funds.
Please add this ability in RENXT Webview. It is necessary to often review the GL Distribution for proper posting to FENXT. The only way to do it now is to run a query of the information and then search the output.
This is crucial!!! I use this function regularly and can't imagine how difficult my reconciliations will be without it.
The GL distributions are an integral part of our processes. Our accounting team has migrated to Financial Edge NXT completely and would be helpful to have this feature available for us to access in RE NXT.
we need to be able to see GL distributions by gifts as well as funds. please do bring this feature over to WV
This feature is vital. We require this field to reliably transfer donations to the correct funds and to run fund analytics over the fiscal quarters and years.
We need the ability to add the general ledger account numbers, this is a very important process we need in RE NXT
Ensuring we don't have to cover more than one touchpoint for basic operations is so important in our effectiveness, especially with our next campaign almost upon us!
Oh, come on. You need to improve this product or many institutions will start looking to save by cutting BB and building what they need on their own on other platforms they already pay for.
This is critical. So much for a total web solution. Is this on the FE roadmap?