What's New

Allocations let you seamlessly move amounts across accounts, projects, classes, and grants — giving you clearer insight and greater control. Allocation pools simplify the process by grouping related accounts, ensuring your calculations stay accurate and consistent.

When you’re ready to create a new allocation or pool, skip the manual setup. Copy one that already works to accelerate configuration, maintain consistency, and build a repeatable, error‑resistant workflow. And because flexibility matters, you can refine existing allocations anytime by choosing Rename or Save as to update or re-purpose your setup.

• From Allocations, select Rename from an allocation's menu.

• From Allocations, select Edit from an allocation's menu. Make your updates, then select Save as. Your changes apply only to the new one, while the original stays untouched.

• From Settings, Allocations, Pools, select Copy from a pool's menu.

For more details, learn how to add or copy allocation pools and add allocations.

To improve user management for accounts not linked to a Blackbaud ID, you can now delete users without a Blackbaud ID directly from the User security tab within Record security.

From the User security tab, unselect Show only users with email to filter the list to users you can delete. Search for the user you want to remove, then open the user's menu and select Delete.

For more details, see Record security.

Printed checks were not properly decrypting user-defined field values, which caused incorrect and unreadable MICR data. We’ve enhanced the MICR line generation to provide correct formatting and readability on printed checks.

You can also adjust the MICR line position up or down, giving you greater flexibility to align checks to your print layout. These enhancements help ensure your checks meet banking standards for smooth, reliable processing.

For more details, see Print Checks.

Note: Don't see this yet? These improvements are in Limited Availability (LA) and are releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

From Analysis, Reports, you now generate reports in a more efficient and reliable way! Reports process in the background so you can continue working without interruption. When complete, you now access them under your top-level navigation bell, even after you close your browser.

Also, report options have changed. Run and Export have been replaced with four new Generate options that streamline the report generation process, making it easier to select the format that best fits your needs.

• Generate PDF. Generates a PDF file of the report.

• Generate Excel. Generates an Excel file of the report that includes multiple report titles and multiple column headers.

• Generate Excel data. Generates an Excel file of the report that includes one report title with one set of column headers. Use this for custom formulas and calculations.

• Generate Word. Generates a Word file of the report.

Tab updates

Note: Don't see this yet? These tab improvements are in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

The Recently run and Frequently run tabs are now Recently generated and Frequently used for consistency with these changes. Additionally, select the tabs to view column updates such as Name (previously called Report), Generated date, and Subledger (previously called Module).

Note: The Description, Email schedule, Last run,and Tags columns have been removed from Recently generated.

Note: These improvements don't apply to validation and post reports in General ledger.

For more details, watch the demo and review the Generate Reports Tutorial.

Note: Don't see this yet? The ability to manage third-party applications is in Limited Availability (LA) and releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

Receivables now gives you the ability to track and monitor third‑party applications when an additional payer shares financial responsibility for a client’s charges. This is often used when someone other than the client assumes part of the cost.

From a client's record, go to Details. Under Payers, you can now select Edit to add the additional responsible party.

Under Responsible for paying, specify the percentage the client and each payer will cover.

Tip: These percentages can be adjusted later. For compliance purposes, it's a best practice to verify the payer’s contact and billing info and keep a record of any agreements to pay before you save these changes.

The Apply to owner's charges business rule you define also determines how payments and credits are applied when multiple parties are responsible for different portions of a client’s balance. This helps ensure consistent application behavior and supports accurate, reliable billing for both the client and third‑party payers.

For more details, including guidance on when and why to use third‑party applications, review Receivables: Managing Third-party Applications Tutorial.

Note: Don't see this yet? The ability to add, edit, and delete recurring invoices is in Limited Availability (LA) and are releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

You can now easily manage recurring invoices by adding, editing, or deleting them, as well as including line items. To view a recurring invoice, navigate to Receivables, Invoices, Recurring, and select the invoice under ID.

The page opens for you to view important data such as the schedule, client details, and history. You can also edit or delete the recurring invoice.

For more details, see Recurring Invoices in Receivables.

Note: Processing full returns is now generally available! Processing partial returns will be in a future release.

To add a return for a client, you can now reverse an invoice. From an invoice record with unposted line items, select Reverse.

After confirming the reversal and saving the return, existing applications will be removed and new return applications will apply.

Note: You can't reverse an invoice with applications in web view. If the status is Posted, first unapply the application. You can then reverse the invoice to add the return.

You can also edit and delete return records. From the client's record, under Activity, open the return. From there, you can edit or delete the record.

For more details, see Returns.