What's New

Blackbaud Financial Edge NXT releases new features on a regular basis, so keep an eye on this space for details about these additions. Features that release in waves are noted below. You may receive these updates immediately or in a future release.

Note: Query is currently in a read-only view. We'll monitor your feedback and make improvements as we prepare for future releases.

To find records that meet certain criteria, you can now view queries created in database view from web view. To navigate to Query, select it from the following:

  • General ledger

  • Payables

  • Receivables

  • Treasury

  • Fixed assets

Note: While most of your queries are visible in web view, you may not be able to view or run a query if you don’t have permission to view them or support for the query is coming in a future release.

For more information, see Query.

Note: Don’t see this yet? Receipts is currently in Limited Availability (LA) for some of our customers.

For some of you, you can now add and manage purchase order receipts from Financial Edge NXT. When you create a receipt for a purchase order, you automatically generate the entries required to reverse encumbrance transactions posted from a purchase order. A receipt also acts as a template you can use for creating invoices for items you have received.

To view purchase order receipts, navigate to Payables, Receipts. From the purchase order record, receipts info also displays from the Receipts tile and the Receipts tab.

For more information, see Purchase Order Receipts.

From Expenses, Settings in web view, use the new Approval rule groups tab to add, edit, and delete approval rule groups, associate approval rules, and specify which users to include in those groups. These new approval rule groups are no longer tied to the security groups you previously configured in database view (from Accounts Payable, Administration).

From Expenses, Settings, Approval rules in web view, you can continue to add new approval rules, as well as edit and delete existing ones. This is existing functionality. However, note that when you select Edit groups, the list only displays the approval rule groups added from the new Approval rule groups tab and are no longer tied to the security groups you previously configured in database view (from Accounts Payable, Administration).

For more information, see Approval Rule Groups.

Previously, you managed security groups for bank accounts in database view. Now, you can add, edit, and delete bank security groups in web view, and specify which users are included in those groups. Moving this workflow to web view will open more opportunities to release important features.

From Control panel, Record security in web view, you can work with bank security groups, manage user security for those groups, and confirm access. Previously, you worked with these settings from Administration, Set up system security in database view.

For more information, see Record Security.

Previously, you managed signature security in database view. In web view, you can now allow users to select and use specific signatures. Moving this workflow to web view will open more opportunities to release important features.

From Control panel, Record security, User security in web view, you can manage security for signatures. Previously, you worked with these settings from Administration, Set up system security in database view.

For more information, see Record Security.

Previously, you managed account security in database view. In web view, you can now allow users to grant or prevent access to all or selected accounts.

From Control panel, Record security, User security in web view, you can manage security for accounts. Previously, you worked with these settings from Administration, Set up system security in database view.

Warning: As you work with account security, Query may be selected and unavailable if you based account or project security on a query in database view. In web view, full support for basing security on a query will be available in a future release.

For more information, see Record Security.

Previously, you managed project security in database view. In web view, you can now allow users to grant or prevent access to all or selected projects.

From Control panel, Record security, User security in web view, you can manage security for projects. Previously, you worked with these settings from Administration, Set up system security in database view.

Warning: As you work with project security, Query may be selected and unavailable if you based account or project security on a query in database view. In web view, full support for basing security on a query will be available in a future release.

For more information, see Record Security.

Note: Don’t see this yet? Flat amount line items is currently in Limited Availability (LA) for some of our customers.

You can now add default flat amount line items (formerly miscellaneous line items), such as freight charges and local sales taxes, to quickly select them when you create purchase orders in Financial Edge NXT.

To add default flat amount line items, navigate to Configuration under Payables, Settings.

Note: The options that appear under Settings are based on the user’s permissions.

For more information, see Flat amount line items.

Note: Don’t see this yet? Importing invoices through Payables is currently in Limited Availability (LA) for some of our customers.

To save time and increase efficiency around data entry, you can now import Payables invoices in web view.

From Payables, Invoices, select Import to create new invoice records using a .csv, .xls, or .xlsx file. You can download initial templates, add invoice details, upload, and import. During the upload and import process, detailed validation and error messages help you understand supported file types, required fields, and processing requirements. If errors occur, you can view a list of import exceptions, correct any issues, and import again.

Note: This release supports adding new invoice records through import. In a future release, look for the ability to add and edit invoice records in bulk (including 1099 distributions and interfund sets) as well as support for purchase orders, invoice bypass approval based on business rules, and invoices paid by credit card.

For more information about invoices, see Invoices .

Note: Don’t see this yet? Purchase orders is currently in Limited Availability (LA) for some of our customers.

For some of you, you can now add and manage purchase orders from Financial Edge NXT. Purchase orders are used to track and manage order to outside organizations.

To add or view existing purchase orders, navigate to Payables, Purchase orders. You can also add and manage purchase orders for a vendor from their vendor record. For more information, see Vendor Record.

For more information, see Purchase Orders.

Note: Don't see this? If all goes well based on feedback and usage, expect its wider release in a future update.

You can now manage payables business rules in Financial Edge NXT. Payables business rules help you customize standard procedures and requirements to suit your organization.

To define payables business rules, navigate to Payables, Settings.

Note: The options that appear under Settings are based on the user’s permissions.

You can now manage these rules for the following in web view:

  • Automatic applications

    Note: Select to automatically apply open credit to new invoices from Automatic applications. You previously managed this under Invoice Business Rules in database view.

  • General

  • Vendors

  • Invoices

  • Credit memos

  • Payments

  • Adjustments

  • Purchase orders

  • Line items

  • Receipts

You now manage invoice requests business rules from Expense Management in web view. Other business rule features that aren't available in web view, such as recurring invoice, requisition, and queue, are managed in the database view. In a future release, you’ll be able to define more settings with Configuration in web view.

Note: You can still view and manage these business rules in the database view. In the future, they will become read-only.

For more information, see Payables Business Rules.

Administrators now manage all aspects of user permissions in web view. User permissions currently managed in database view through security groups now appear as "permission roles" in web view. These web view permission roles include names and descriptions that correlate to the original database view security groups.

Tip: You can edit the name and description for security groups at any time.

Note that you can still view user permissions in the database view as read-only. Other user access features that aren't available in web view, such as record security, are managed in the database view for now. Exceptions are bank security groups and user security. These features are currently in Limited Availability (LA) for some of our customers. For more information, see Record Security.

You can now manage payables configuration settings in web view. Payables configuration settings help you define settings and features to customize Payables. For example, you can adjust settings to increase the efficiency of your record keeping and improve data entry.

To configure payables settings, navigate to Payables, Settings.

Note: The options that appear under Settings are based on the user’s permissions.

View these configuration settings for the following:

  • Organization info

  • Aging info

  • Payment terms

  • Addresses

  • Default accounts

Note: You can still view and manage these configuration settings in the database view. In the future, they will become read-only.

For more information, see Payables Configuration.

Waves began March 19, 2024.

We're improving how you manage SKY applications to Financial Edge NXT. Previously, the environment admin was the only role that had permission to manage SKY applications in your environment. Now, you can assign permissions with a greater level of granularity to enable any user to manage SKY applications in the Marketplace. Decide who can connect and disconnect applications, and who can approve scope changes. For more details, see the Permissions to connect applications help.

Total Web Solution

As Blackbaud Financial Edge NXT shifts to a total web solution, we're moving features from database view exclusively to web view over the next several months. Since we release in waves, you may receive the updates immediately or in a future release. To track details and timelines, review this page and bookmark Total Web Solution.

Tip: Periodically, a Review total web solution features screen will display in Financial Edge NXT listing upcoming features that are moving to web view.

Receivables

With the read-only Preview for Receivables now complete, we're releasing related features in web view in small, usable increments.

You can now add, edit, void, and delete deposits from Receivables, Deposits in web view. When you add a new deposit, under the new Deposit type section, select Receivables.

The remaining steps to add and manage a deposit for receivables is the same as a deposit in Treasury. For more details, see Deposits.

Note: The receivable payments associated with these deposits are in database view. In a future release, we'll offer full support for adding payments in web view.

From Receivables, Payments, you can now view the list of payments for receivables and their record pages in web view.

Note: In a future release, we'll offer support for third-party billing, as well as the ability to add, edit, and delete all payments for receivables.

To view a payment, select it in the Amount column.

The page opens for you to view important data such as the status, the charges for the payment, and details for the associated deposit.

For more details, see Payments.

From Receivables, Credits, you can now view the list of credits for receivables and their record pages in web view.

Note: In a future release, we'll offer support for third-party billing, as well as the ability to add, edit, and delete all credits for receivables.

To view a credit, select it in the Credit ID column.

The page opens for you to view important data such as the status, the charges for the payment, and details for the associated deposit.

For more details, see Credits.

Note: Don’t see this yet? In web view, the ability to view and manage billing item records is currently in Limited Availability (LA) for some of our customers.

You can now add, edit, and delete billing items from Receivables, Billing items and view record pages for flat rate and variable rate or quantity in web view.

Note: In a future release, we'll offer support for other billing item types, such as Product and Sales tax.

To view the record for a flat rate, variable rate, or product billing item, select it in the Name column.

The page opens for you to view important data such as the description, status, comments, and history.

For more details, see Billing Items.

From Receivables, Clients, you can now view, add, edit, and delete client records in web view.

To add a new client, select New, Individual client or Organization client. Enter client details such as status, address and contact info, as well as data entry and billing item defaults.

To view a client record, select it under Client. From the client record, you can review transaction activity and manage details related to the client including notes, actions, and custom fields.

For more information, see Clients.

Under Receivables, Settings, you can now select Configuration, Statement info to view and edit custom transaction references to use on statements. Here, you define reference info for all receivables transaction types, such as payments and credits.

Note: The first option to release under the new Receivables, Settings feature area is the ability to edit statement info. Look for additional settings in a future release.

For more information, see Statement Info.

Under Reporting in web view, you can now add and run the Account distribution report. Use this report to view debit and credit amounts created by receivables transactions and adjustments.

For more information, see Account Distribution Report for Receivables.

Under Reporting in web view, you can now add and run the Aged accounts receivable report. Use this report to view balances distributed in aging periods which will help determine past due and current balances for clients.

For more information, see Aged Accounts Receivable Report.

Under Reporting in web view, you can now add and run the Open items report. Use this report to view open transactions (including charges) based on a selected date. Determine if transactions posted properly and which subsidiary ledger transactions are causing a difference in your general ledger balance.

For more information, see Open Items Report.

You can now customize journal references in web view. A journal reference is a user-defined, alphanumeric code added to each journal entry transaction during batch creation. Use journal references to track details and compare transactions with source documents.

Under General ledger, Settings, Posting info, customize these journal references using prefixes for adjustments and reversals, journal values for transactions, as well as field and length details.

For more information, see Posting Info.

From General ledger, Post subledgers, you can now add post parameters and post transactions for receivables in web view.

When you add a post parameter, under Subledger, select "Receivables". You can then specify a journal code to assign to transactions.

To post receivables transactions, select Receivables.

Note: Receivables transactions will post from database view. In a future release, we'll offer full support for adding and managing receivables in web view.

The remaining steps for adding parameters and posting transactions remains the same as it is for other subledgers. For more details, see Post Subledgers.

From Receivables, Query, you can now view queries from the database view. For more details, see Query.

Note: While most of your queries are visible in web view, you may not be able to view or run a query if you don’t have permission to view them or support for the query is coming in a future release.

You can now add custom fields for receivables from Control panel, Fields and tables in web view. When you add a custom field, under Subledger, select "Receivables" to make the field available for use in all relevant areas.

Note: In database view, custom fields are called attributes.

For more details about custom fields, see Custom Fields.

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