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Blackbaud regularly precents virtual webinars to showcase recent innovations and future roadmap direction in our leading-edge software solutions, including Education Managment, Raiser’s Edge NXT, and Financial Edge NXT. Register to join us for sessions April 30 – May 2 and to stay current with Blackbaud solution updates and industry trends.

This update will now be releasing in waves between 05/07-05/21, this is one week later than the originally announced timeline. In the meantime, to help get your faculty prepared for this update, we’ve created a short video outlining the new features linked below.

A couple of enhancements to look forward to when this update is made available to your school:

• Student names will display per User Name Format settings, allowing preferred names to display more prominently.

• Take attendance from a seating chart view.

• Enable teachers who prefer a checklist-type workflow by not having your schools equivalent of Present automatically defaulting for each student. Though, when the modal is saved, students who do not have an attendance code listed will automatically be assigned the Present equivalent.

Previously, schools could only re-position profile photos which were uploaded in bulk via Core’s System tools.

Now, they can also adjust profile photos updated via an individual’s 360 user profile. To do so, select Contact card. Under General information, select Edit. Then choose Profile photo. Drag and drop a photo from your local computer into the placeholder image’s location. Alternatively, select the placeholder image and then browse to and select an image from your local computer. Use the circular arrow under the preview image to rotate the photo 90 degrees. Then drag the edges of the selection area to resize or recenter the circle that crops the image for use as a profile image. Select Save.

Tip: In a future release, you’ll also see these enhancements in other profile photo areas.

When a platform manager goes to Core, Security, Profile access, you’ll notice access to the field for Preferred last name can now be controlled. Soon, Preferred last name will appear on Contact cards. Be sure to configure the access settings for the field, so you’re prepared when it's released in May.

This benefits individuals who use a last name for social settings that differs from their legal last name. For example, users with long or hyphenated names may socially use a shorter, unhyphenated name. Likewise, faculty who marry after earning a PhD may prefer to use the name from their professional degree instead of their marriage certificate.

We’ve updated descriptions for columns in Education lists whose data is mapped or logically calculated.

Previously, universities and colleges could only access the year settings for alums via a workaround from customer support. Now, they can access these settings by selecting Core, Content, Alumni.

When an admin views a user’s Access tab on the Core user profile, they can view the Authentication status link. Previously, admins with access to the Login information tile could view this window, but it was blank for those who lacked the Solution admin or equivalent blackbaud.com administrative access that enabled it. Now, admins without Solution admin access will instead see help text prompting them to request or establish the needed permissions to view the authentication details for Registered users.

When a user attempts to log into your school’s site, their email address is validated to check for proper formatting before they're directed to the Blackbaud ID login screen. This update helps increase security.

As part of our commitment to the privacy and security of user data, Blackbaud Education Management now "listens" for "global opt out" user settings. Users enable this setting via their internet browser, rather than via your school's education solution.

When a user enables this setting in their internet browser, the browser tells online websites that they don't want their information sold (nor shared) with third parties, nor used for targeted advertizing. As required by United States privacy law, Core tracks when we've "heard" this setting.

Note: Students and other “end users” won’t see any indication that we’ve heard their browser’s global opt out. Detecting the global opt out happens silently and “under the hood” from the end user's experience.

You can view an individual's global out settings from the Settings tab of their user profile in Core. List managers can also generate a list or export of users who want to opt-out. From the Users list in Core, select to include:

• Sale of information

• Targeted advertising

as columns to show. Changes to a user's settings also appear in Handle Profile Changes for your school to review and are labeled as a "Blackbaud system" update.

If your school engages in the sale (or sharing) of user date to third parties or if you use their data in targeted advertizing, then it is your responsibility to use this information to help ensure you respect the user's preferences and that you comply with privacy laws for the United States of America.

Tip: Most schools don't engage in these sorts of sales, sharing, nor targeted ads. Blackbaud doesn't sell (or share) user data to third parties either and doesn't engage in targeted advertizing. Even if the user has indicated that they don't object to the use of their data for sale, share, or ads, Blackbaud still prioritizes privacy and doesn't use the data in those ways.

Learn more:

• User privacy settings on the Core user profile.

• Blackbaud Privacy Resource Center for Education Management

• Blackbaud Privacy Resource Center (all solutions)

• Global Privacy Control (GPC)

With this update, we've added a Weekly option for schools so an attendance clerk can set up a recurring attendance event that occurs over a set period of time. When adding attendance, there will be a Weekly option, with fields available to set a start and end date, selectable days, and how many weeks the change is happening.

For example, this option would be beneficial for a student who may have an activity that occurs every other Tuesday from 10am to 11am for the next two months. Please note that this feature is launching later this week.

The modal faculty use when taking attendance is getting a SKY UX update. The update will be rolling out in waves between 04/30-05/14. To help get your faculty prepared for this update, we’ve created a short video outlining the new features linked below.

A couple of enhancements to look forward to when this update is made available to your school:

• Student names will display per User Name Format settings, allowing preferred names to display more prominently.

• Take attendance from a seating chart view.

• Enable teachers who prefer a checklist-type workflow by not having your schools equivalent of Present automatically defaulting for each student. Though, when the modal is saved, students who do not have an attendance code listed will automatically be assigned the Present equivalent.

  

Billing clerks can now specify a Cash account and Cash account description when adding single payments or payments to a group, enabling them to override the existing default cash account defined in Billing settings. Schools integrated with Blackbaud Financial Edge NXT can click into the field to reference a list of existing cash accounts.

As part of our commitment to the privacy and security of user data, Blackbaud Education Management now "listens" for "global opt out" user settings. Users enable this setting via their internet browser, rather than via your school's education solution.

When a user enables this setting in their internet browser, the browser tells online websites that they don't want their information sold (nor shared) with third parties, nor used for targeted advertizing. As required by United States privacy law, Core tracks when we've "heard" this setting.

Note: Students and other “end users” won’t see any indication that we’ve heard their browser’s global opt out. Detecting the global opt out happens silently and “under the hood” from the end user's experience.

You can view an individual's global out settings from the Settings tab of their user profile in Core. List managers can also generate a list or export of users who want to opt-out. From the Users list in Core, select to include:

• Sale of information

• Targeted advertising

as columns to show. Changes to a user's settings also appear in Handle Profile Changes for your school to review and are labeled as a "Blackbaud system" update.

If your school engages in the sale (or sharing) of user date to third parties or if you use their data in targeted advertizing, then it is your responsibility to use this information to help ensure you respect the user's preferences and that you comply with privacy laws for the United States of America.

Tip: Most schools don't engage in these sorts of sales, sharing, nor targeted ads. Blackbaud doesn't sell (or share) user data to third parties either and doesn't engage in targeted advertizing. Even if the user has indicated that they don't object to the use of their data for sale, share, or ads, Blackbaud still prioritizes privacy and doesn't use the data in those ways.

Learn more:

• User privacy settings on the Core user profile.

• Blackbaud Privacy Resource Center for Education Management

• Blackbaud Privacy Resource Center (all solutions)

• Global Privacy Control (GPC)

When a user views their login settings, they’ll notice the user interface has been rearranged to show information in a more intuitive order. Users find this by selecting their name (top right corner), then Settings, and then Login Settings. The data shown and actions available remain unchanged, so the general workflow for users also remains very similar. The new order makes the information and options easier to find.

For example, if a faculty user wants to change which page they start on when they log in to their school’s application (such as My Day – Assignment Center instead of My Day – Schedule & Performance), they’ll now find these options in the section called Starting page(s). Previously, these settings appeared in the History section of the same screen. Similarly, the section previously called History is now titled Login history, and it now shows the most recent history by default. To view the whole history or the history for a specific date range, users will still select View login history.

Admissions managers can now change registration options for an attendee from the Attendee Options list. Select Edit attendee options to bring up a new modal that allows the admissions manager to change event options for all those attending. Each multiselect option also displays the date and time, as well as the ability to add another attendee if needed. This change should make it easier for admissions managers to quickly change or add event details for attendees.

For information about recently added endpoints and other updates, view the School API and OneRoster API changelog.

In the New Assignment Center, students can now select Missing assignments to review a list of their missing assignments with due dates and class information. Missing assignments only displays for students with assignments missing for the current term.

In the new assignment experience, students now have additional options when entering text, including resizing the Text box and the ability to copy and paste from Microsoft Word while retaining formatting.

Towards the end of April, we will be making an update to the Record attendance modal. The experience will remain the same with one key workflow change as Present will not be selected by default for all students. Instead, Faculty will now have the choice to either manually select Present or if they leave an attendance field blank for a student upon saving, the system will insert a Present attendance code automatically. An in-system notification displays on the modal to act as a reminder of this change.

Recently, Blackbaud Billing Management released a direct integration with Blackbaud Financial Edge NXT, enabling Billing clerks to synchronize transaction data between the two platforms and post to the general ledger in Blackbaud Financial Edge NXT. To further jump start you on that journey, we’ve released a new video that walks you through the steps of getting started.

Schools can copy existing posts to create new ones on the same resource board. Select the copy button, enter a title, and save the new post. Scroll to the bottom of the resource board to find the new post. Then edit the copy to update the information. Consider using copies to help create “fresh” content for the next academic year.

When a user attempts to login on your school’s page, but they enter an invalid email address, they won’t be redirected to the Blackbaud ID (BBID) login page. They must first enter a valid email address to proceed.

When a user views their login history, data in the action column now differentiates between logins and “BBID still active” (session renewals). This increases clarity for users as they review the data for potentially suspicious authentication activity. To view your login history, select your name (top right corner), and then Settings, Login settings, view Login history.

Previously, we announced this would occur April 16. It is now delayed 1 week later and will occur Tuesday April 23, 2024.

This affects:

• Blackbaud Billing Management™

• Blackbaud Enrollment Management System™

• Blackbaud Financial Aid Management™

• Blackbaud Learning Management System™

• Blackbaud School Website System™

• Blackbaud Student Information System™

• Blackbaud Tuition Management™

• These upcoming enhancements to Blackbaud ID (BBID) will benefit your organization, including via an improved user experience and increased reliability of your BBID. View the BBID Migration page, for details, a webinar recording, and communication templates.

We acknowledge that there is never a perfect time to implement changes that impact your users, and we appreciate your patience and the work you do to support your organization. We’ve taken extra due diligence with this development, to ensure a smooth transition by mitigating risk and maintaining availability of your solutions. This includes synthetic testing of high BBID login volume before release. We’re also implementing the change for users of Blackbaud’s business solutions, before education solution users (including your students, staff, and K-12 parents) to ensure all is working as designed and to address any unlikely issues.

Thank you for your understanding and partnership.

Faculty can now create and manage their own question banks for use with assessments. They can organize questions into banks and sub-banks by course, topic, or another category of their choosing.

Questions banks streamline the assessment building process by eliminating the need to recreate previously used questions from scratch. For example, a faculty member may create multiple assessment quizzes over the course of a term and bank their questions as they go. When it's time to create a cumulative exam, they can save time by adding their banked questions to the assessment.

Faculty access question banks by selecting My Day, then Question banks. For more information, please review our help documentation and this feature video.

In gradebooks, performance summaries now display Grade stats for assignments using letter grade scales. Previously, Grade stats only displayed for assignments using numeric grades. With this change, faculty have more insight into how their class performed on assignments evaluated with letter grade scales.

Platform managers will see updated information about Blackbaud ID and the migration, including for single sign on (SSO) when they view the Blackbaud ID tile on their home dashboards in Core. For more information about Blackbaud ID, see the General section of this What’s New release letter.

As a reminder, the home dashboard in Core also includes a link to help documentation about annual procedures that you’ll likely need for the end of the academic year.

Schools with BrightArrow Mass Communication (currently in EAP) now see the menu option Go to Mass communication under the Send Communication to drop-down on the Roster tab for courses. Users must also have the Faculty Mass Communication security task enabled to see the option.

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On class pages, the calendar view on Assignments now loads for students, parents, and faculty.

Towards the end of April, we will be making an update to the Record attendance modal. The experience will remain the same with one key workflow change as Present will not be selected by default for all students. Instead, Faculty will now have the choice to either manually select Present or if they leave an attendance field blank for a student upon saving, the system will insert a Present attendance code automatically. An in-system notification displays on the modal to act as a reminder of this change.

With this update, we’re introducing a couple of small enhancements as well. The names of students that appear in the modal will now follow Username format and teachers will be able to easily swap to a view of their seating chart to take attendance.

The legacy page for managing WISEdata integration settings has been removed. Schools can continue to use the modern existing equivalent to configure their integration with WISEdata found by navigating to Core, selecting System Tools, and then selecting Integrations.

For information about recently added endpoints and other updates, view the School API and OneRoster API changelog.

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In the new assignment experience, rubric comments are now visible to parents and students when only Assignment grade comments are enabled in Gradebook access. This allows parents and students to view rubric comments regardless of Assignment grades access.

The Class Attendance list has new optional filters to display changes made to a student from an absent/unexcused attendance type to present/excused attendance type. Anyone with access to the class attendance page can view information such as when an attendance record was deleted as well as who changed or deleted it. By default, the Class Attendance list only shows active or non-deleted records, though a filter called Include Deleted can be enabled to also display matching records.

As part of our ongoing commitment to ensuring the security of your users and data, you can now view the IP addresses associated with each entry in your login history.

Find this page by selecting your name from the top right corner of any user interface within Education management. Then select Settings and Login settings. Under History, select View login history.

You'll also receive an alert whenever you have concurrent user sessions. For example, you might already be logged in and active in another browser or another device.

You can use this information to review recent authentications to check for unauthorized activity. If you determine an IP address or login entry is suspicious, immediately change your password and then investigate further.

Admissions managers can now add attendees to the Attendees list themselves, rather than having the user first fill out a form. From the Attendees list, a new + Add attendee option is available, which gives the admin user a blank copy of the event registration form they can fill out to add the user manually. This addition is intended to be a timesaving shortcut for admins to add users on the fly as needed.

Page managers now have more flexibility in determining how the names of athletes appear on their website.

When editing Team Roster Settings, Page managers can leverage the new Athlete name display section to choose one of the following name formats, resulting in the format being used on their website:

• {First name} {Last name}

• {Preferred else First name} {Last name}

• {Last name}, {First name}

• {Last name}, {Preferred else First name}

• Use user name format

  • Selecting this option displays the names per the User name format setting found in Core > Users > User profile settings > User name format.

POST Users relationship create now supports the following fields in the request body:

• resides_with

• do_not_contact

• primary

• comments

For information about recently added endpoints and other updates, view the School API and OneRoster API changelog.

In calendar view of the New Assignment Center, assignment tiles now display as blue, green, or red based on the assignment status. With this change, students can easily determine their assignment status at a glance.

• Blue: In Progress, To Do, or Paused

• Green: Completed or Graded

• Red: Overdue or Missing

Blackbaud Billing management now directly integrates with the general ledger maintained in Blackbaud Financial Edge NXT, providing Billing clerks with a frictionless means to synchronize transaction data between the two platforms.

These changes are also joined by a general Post to GL workflow refresh, which extends to those schools not leveraging Blackbaud Financial Edge NXT. The list of changes includes:

• When opened, the Post to GL page no longer prompts you to find transactions and instead defaults to showing all transactions with a post date within the last 30 days.

• Filter is a new option that enables Billing clerks only to show specific distributions in the list and appears in the toolbar above the list of distributions.

• Create batch replaces Mark transactions as Posted.

  • Create batch summarizes the distributions to post and alerts you if there are issues with the post, such as invalid account numbers or the debits and credits being out of balance.

  • Select Submit to send the data to Blackbaud Financial Edge NXT where the data appears on the Journal entry batches page.

• Create CSV file is renamed to Export and now appears in the toolbar above the list of distributions.

• Edit posting rules is renamed to Edit journal references.

  • The Journal code to use when posting field now pulls directly from the options available in Blackbaud Financial Edge NXT.

• Work with previous post runs now provides a granular list of every run, including the Batch status, indicating whether the batch was sent to Blackbaud Financial Edge NXT or failed.

  • Select the Post ID for a post attempt to review the involved distributions, when the batch posted in Blackbaud Financial Edge NXT, review why the batch may have failed, reattempt to post the batch or delete it entirely.

Schools must enable a new system setting before being able to post directly to Blackbaud Financial Edge NXT.

To enable the setting, in Blackbaud Billing management, hover over Billing in the navigation and select Settings. With transaction rules selected, under Financial Edge settings, select Edit. On the pop-up, toggle Post directly to Financial Edge NXT and select Save. This option will not appear if a connection with an instance with Blackbaud Financial Edge NXT cannot be determined.

Schools who choose not to enable the integration or are not using Blackbaud Financial Edge NXT will follow a similar workflow as described, but after selecting Create batch, Billing clerks mark the batch as posted via the individual batches record on the Work with post runs page where they can also Export the data for external use.

Add charges to active payment plans

Billing clerks can now add charges to any active payment plan. The total amount of the selected charge can be distributed amongst the remaining installment periods. This addition accommodates situations where a payer may request additional services later in the school year and have those charges integrated into their payment plan.

To add a charge to a payment plan, use the People Finder to open a billing profile, and on the billing profile, under Payment plans, select a payment plan. On the new page, under Included charges, select Add charge.

Billing clerks now have direct access to notification settings via the Communication navigation menu item in Blackbaud Billing management. This shortcut joins the existing location found in Core.

Payment plans now feature an optional setting titled Exclude from upcoming payment reminder notification that disables the Upcoming payment due notification associated with that payment plan.

This setting accommodates scenarios where a payment may be automatically debited from a different payment source, such as faculty payroll, negating the need for a reminder.

To access the setting, in Blackbaud Billing Management, hover over Billing in the navigation and select Billing years. On the page, select Payment plans and using the context menu for any payment plan, select Edit.

Admissions managers can now create enrollment information for future years when enrolling candidates from the Enroll/inactivate candidates wizard. A checkbox called Create future enrollment is now available under Default candidate options and is enabled by default. By disabling this option, enrollment will be created only for the selected entering year.

Admissions managers now have more options inside of the Process checklist steps list from Student Checklists. Now, columns for Due date and Date completed can be added to the list.

We've added a new checkbox called Use as reply to in Email Parents on Manage Users. When enabled, the email used here is whitelisted, making it available for use in the email parents tool. This addition was added to prevent scammers from creating phishing attempts by sending bulk spam emails to attempt to trick a user into believing the email came from the application.

For information about recently added endpoints and other updates, view the School API and OneRoster API changelog.

When configuring an LTI (Learning Tools Interoperability) provider that is available on assignments, an Integration Manager can now set the tool to open in a new browser window or in an iFrame within the current window for faculty and students utilizing the tool in the new assignment experience.

If your school has not enabled the new assignment experience, learning tools on assignments will continue to launch in a new browser window.

The Open items report is a new report that enables Billing clerks to see open balances by a selected date. For each open balance, the total charges, applied payments, applied credits, and percent paid, are all calculated and displayed. A summary of all balance metrics is summed up at the bottom of the report.

To get started with the Open items report, log into Blackbaud Billing management and hover over Reporting on the navigation. On the drop-down, select Open items.

With this update, we've updated the look of the Day and Class attendance lists. They now visually align with other SKY style lists within the Blackbaud Education management products with customizable filters and columns, sortable columns, and more.

We've updated Requirements so that it now also shows how students are progressing towards the total amount of credits required for the degree. Current credit progress is displayed on the right-hand side of the page, which includes things like waived, transfer, institutional, and anything that counts towards the requirement. On the left, the total credits needed to complete the degree is visible.

As part of our commitment to continuous improvements, we’re planning an upcoming enhancement to improve the reliability of Blackbaud ID, while also creating an easier, more intuitive sign-in page that puts your brand at the center of the user experience.

These improvements are not expected to significantly affect the daily sign-in workflow. Users of Blackbaud solutions for Education will experience the following changes in April:

• Users who land on the Blackbaud ID sign in page will see an improved look, which places your organization’s logo more prominently and centrally on the page.

• Users who sign in with a Blackbaud ID email and password who also have multi-factor authentication (MFA) enabled via Blackbaud ID will be prompted to recreate a new MFA connection. The options and steps to set up MFA remain unchanged. See our BBID MFA documentation for additional details.

• Users who log in with a “social sign-in,” such as Sign in with Google or Sign in with Apple, will be prompted to reauthorize Blackbaud to access their name and email. (Google and Apple manage the sign-in steps between the Blackbaud ID sign in page and the point when the user lands in Education Management again.)

  • Sign in with Google

    

  • Sign in with Apple

    

• Those who log in via single sign-on (SSO) are unaffected - their login workflow will not change. SSO admins will need to create a new SSO connection with Blackbaud between May and October; additional details will be shared when the new setup is available.

To learn more:

• Join us for a webinar hosted by Jessi Walters and John Vogel (product managers) on March 14 at 2 p.m. EDT for Blackbaud'sEducation solutions. Register at Education and Blackbaud ID Modernization.

• View newly published BBID documentation. This includes a template which you can customize to communicate with your school community about the subtle but impactful changes they might notice.

• Follow the Higher Ed user community blog.

• Stay tuned for future release notes and remember to check your emails.

On the Enrollment management homepage, we've added a link to a short survey you can use to share your thoughts on the product with us. As always, understanding your experiences and opinions helps us to continue to improve the product, so please let us know what you think!

Admissions managers can now use an All accepted button for setting the school decision inside of the Enroll/Inactivate candidates wizard. This option works similarly to one available within the Assign contract types wizard and with it, schools no longer need to enroll students in batches and instead enroll all Accepted decision types at once.

A new column can be added to Student checklists called Date checklist completed, which displays the date it was completed. In addition, we've also added a new filter that offers the same date range options as custom field date filters to display only results of when a checklist was completed within a specific range.

We’ve made some changes to the drag-and-drop functionality found when moving menu items on the Page & Menus page:

• Drag-and-dropping a menu item to reposition it now produces an arrow indicating where it appears when dropped.

  • An arrow positioned in the middle of a list entry will nest the entry to be dropped.

  • An arrow positioned above or below a list entry will reposition the entry to be dropped correspondingly (i.e., either above or below an entry).

We’ve added a new endpoint for retrieving employment information for users based on role.

GET Employment by role returns an array of user objects with roles that match the comma-separated value of the provided base_roles_id key provided in the request body of the call.

Faculty have the option to hide the results page for an assessment until all students submit at least one attempt. This setting now ignores students marked exempt for the assessment. Previously, exempt students prevented the results page from displaying as they never submitted an assessment attempt.

In gradebooks, bulk actions are now available for assignments assigned to only specific students in a class. Prior to this release, bulk actions were only available via gradebook if an assignment was assigned to the entire class.

To best align with the most modern authentication security practices, we’re making a number of subtle updates to our login workflow. The following changes will take effect on Tuesday, March 12.

With this change, the Blackbaud ID login page now handles all authentication. Your school’s initial login page no longer attempts to validate the email address/username. When a user selects Next on your school’s initial login screen, they’re immediately redirected to the login screen for Blackbaud ID with the text previously entered on your login page.

This impacts a couple scenarios:

• Awaiting response

  If a user is invited to authenticate with Blackbaud ID and is currently Awaiting response, the user is sent directly to the Blackbaud ID login screen. An intermediary screen which informs them they are “being converted” no longer appears in their workflow.

• Username doesn’t exist

  If a user attempts to login, but they enter a username that doesn’t exist, then they’ll still be redirected to the login screen for Blackbaud ID instead of being prompted to enter a password. They can edit the email address and continue to log in.

Remember, the Blackbaud ID email is populated in the username field as soon as a user is connected to Blackbaud ID - whether individually on the Core profile Access tab, in bulk from the Blackbaud ID authentication page, or in bulk via BBID username import. An Awaiting response user no longer needs to log in to populate their username field in Core.

Based on user input from the Community Ideas page, we've added a new placeholder for School program when adding a Decision comment. In addition, the Nickname placeholder has been updated to be Preferred name instead.

If a candidate/student contract Due date has not been added, the Reminder options section will be disabled.

The TRP calculation when working with Billing Management contracts now includes financial aid amounts.

This is a reminder that a breaking change is scheduled for March 1, 2024; the fields is_latino_hispanic and is_international will be removed from the following endpoints:

1. GET Users extended by user

2. GET Users extended by role(s)

3. GET Users changed by base role(s)

4. POST User create

5. PATCH User update

The field is_latino_hispanic is replaced by latino_hispanic, and the field is_international is replaced by international.

We’ve added a new endpoint for retrieving employment information for users based on role.

GET Employment by role returns an array of user objects with roles that match the comma-separated value of the provided base_roles_id key provided in the request body of the call.

We’ve added a new endpoint for adding new table entry types.

POST Types table values accepts an array of table value objects, with each object containing a required description (e.g., Peanut butter) and an optional abbreviation (e.g., PB) that are associated with the required table ID (e.g., Allergies) included in the request body.

Note: This endpoint currently supports only the addition of allergy and condition types.

For information about recently added endpoints and other updates, view the School API and OneRoster API changelog.

Now, when multiple payments are made to the same account on the same date, these payments are grouped together when posting to FENXT. This means that instead of creating separate entries for each payment, a single entry is created that represents the combined total amount of all payments made on that date.

To enable this feature, after selecting Create batch on the Post to General Ledger page, toggle the new option Summarize debits by cash account and post date when creating the journal entry batch in General Ledger.

This feature update currently applies only to schools participating in the direct post to Blackbaud Financial Edge NXT early adopter program (EAP).

Payments added to a deposit from the Recent payments page can now have an identical Post date applied.

To add payments to a deposit, in Billing management, open the Recent payments tab and use the checkmark in the list on the row of each payment to group. Select Add to deposit, which appears alongside the bottom of the list. Enter a date under Post date to standardize the payments.

Thanks to additional feedback from users like you, we're taking a second look at advanced lists that have very large results. Recently, we announced that we'd limit the results to 20,000 rows; this change has been withdrawn. As of Wednesday February 14, 2024, we again return 100,000 rows.

To help us better support your school's needs for very large lists, please visit the discussion in the Higher Ed user community and let us know your answers to a few key questions posted there. You can post your answers directly to the community or send a private email to Jessi Walters, product manager for Blackbaud Education Management’sCore.