I agree about the templates. Having a handful of templates available would be so helpful. We have 233 funds, but only 11 mapping configurations. Being able to build those templates and then apply them as we add new funds would be a time-saver and reduce errors.

Adding to my previous comment: Editing each individual line by clicking the 3 dots is not very efficient either, so again, the grid full edit view should be available. If the current view was for "View Only" that would be fine, but if there was an "Edit" button up top that opened a grid view for mass changes/entry, that would be best.

The grid view would look much better than the current view, agreed, at least for editing. Having the "Copy from" function also should be available.

Also, for the amount of costs users have invested in these products, the ability to find/replace should be available. If you make one typo and realize the mistake, you have to map over everything again and that's frustrating. Humans do make mistakes.

Definitely needs a better view so less clicking

It would also be helpful if templates could be assigned. For example, our endowed, current, capital project, CGAs, CRTs, Life Estates, etc. each have their own unique set of GL distribution codes, but within each category the codes are the same. Thus, to be able to have, for example, an endowment template that could be changed in one place, and all funds linked to that template would automatically be updated. Users could still override settings at the fund level, or have a unique template for any one-offs.

Thanks for the update and transparency Anthony. It is very much appreciated!

This one is bubbling up fast. I have work still planned to finish the main GL Grid in Configuration. The plan is to have the same UI in both areas but if we think an actual grid will work better we can start looking in that direction. I will plan to loop any changes here into that work over the summer.

We also need the ability to adjust column widths and sort by clicking on headers. Additionally, why is a header record repeated on each entry instead of having a single header at the top?

We also need to be able to adjust column widths and click headers to sort! And why is there a header record on each entry instead of a single one at the top?

With the new update, I can no longer edit distribution lines in NXT. Is anyone else having this issue? I'm now going back to Database View to edit.

Yes! This is needed! I clicked "Copy From" in a fund about 50 minutes ago and I'm still getting the throbbing blue circle, so it doesn't seem like we can even use the existing functionality as intended in WV.
As I can't see what "Copy From" does (besides hang up my database for an hour), I'm assuming that the functionality is as lackluster as the other features BB has rolled out in WV. Something like that should have checkboxes for which distribution lines you want to copy over.

The current webview layout is not efficient for review or data entry. Recommend a "show-all" toggle switch at the top so all possible lines of the GL distribution (that is, all gift types) would show even if they do not have a GL distribution entered. This would mirror the database view screen. For anyone who doesn't need to see all available lines/gift types, they could turn that toggle off and show only the lines with distributions entered. Also, the multiple clicks to edit the distribution is inefficient - would prefer a screen that can be tabbed through like the new gift batch.

Reiterating and adding to what Matthew stated,each fund we have contains 50+ lines. To edit each one is a nightmare. In addition make the account number fields bigger so you don't have to click see more for every line or at least make us click see more once and all lines open. In addition a wish list item would be a find and replace option.

Yes, the current layout in WV is very cumbersome and time consuming. Not only are there numerous clicks required for each line to edit the distribution but to see the full GL code for each line requires clicking on the "see more." There's plenty of real estate on the screen so why the need to hide half the GL? For those of us who need to update GL distributions (due to bank changes, for ex.), this is just inexplicable inconvenience. Will we at least get the ability to globally update GL distributions on funds?