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.

The ability to import records is now available in web view!

Depending on user permissions, you can access Import under General ledger, Receivables, Payables, Treasury, or Fixed Assets. From the new Import list pages, you can access and run existing imports, and create new imports.

For more information, see Import.

Note: If you were previously importing AP invoices from the Invoices list page under Payables, you will now go to Payables, Import.

To improve how you interact with and consume help resources, we're making accessibility enhancements and updating the look and feel of our help.

For more information, see Enhancements to the help experience.

From Payables, Communications, under 1099 forms, you can view, add, edit, and generate 1099 forms. When generating, use your Aatrix credentials to log in.

Use 1099 forms to report miscellaneous income you paid to vendors during a specific calendar year.

For more information, see 1099 Forms.

From Payables, Communications, under Tax report history, use your Aatrix credentials to log in and view, edit, and print state and federal tax reports that you saved.

For more information, see Tax Report History.

From Payables, you can now view recurring invoices. Recurring invoices are templates from which you create regular invoices quickly and easily according to a schedule. They're helpful for tracking recurring revenues such as monthly rental income, planned giving donations, and grant reimbursement requests.

For more information, see Recurring Invoices.

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. As this shift progresses, we'll remove access to these features in database view.

To reduce the risk of service interruptions, gather feedback, and scale as needed, we're releasing these updates in waves instead of deploying everything at once.

For each feature area, we've listed "wave" dates to indicate when a feature area will begin to turn off in database view. If your organization is included in a wave, you will no longer have access to that specific feature beginning on the date listed. It's important to know that you may receive the updates immediately or in a future release.

To review feature areas and dates, see Total Web Solution.

Receivables

We're releasing Receivables features in small, usable increments. Many of these features are releasing in waves to our United States customers first. As we progress with development and testing, we will fully support additional locales in a future release.

From Receivables, Invoices, you can now add, edit, and delete invoices for receivables and view their record pages in web view. You can also now edit and delete invoices with line items.

To view an invoice, select it in the ID column.

The page opens for you to view important data such as the summary, line items for the invoice, and the history.

For more details, see Invoices.

To open a line item record, select the one you need under Line items on an invoice record.

The page opens for you to view important data such as the balance, billing item, and post info.

For more details, see Invoice Line Items in Receivables.

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.

You can now add, edit, void, and delete payments from a deposit in Receivables and view their record pages in web view.

Note: In a future release, we'll offer support for third-party billing and applying payments to outstanding invoices.

To view a payment from Receivables, Payments, select it under Payment ID.

The page opens for you to include important data such as status, payment method, and details for the associated deposit. You can also split a receivable and misc payment.

To void a payment, open one with a Posted status and select Void.

After you confirm to void the payment, determine if you want to add a bank adjustment to decrease the balance or reduce the deposit amount. Enter the void and post dates, then select Void again to complete the changes.

For more details, see Payments.

You can now add, edit, reverse, and delete credits from Receivables, Credits and view their record pages in web view. To view a credit, select it under Credit ID.

Note: You can now manage credits with Product billing items.

Note: In a future release, we'll offer support for third-party billing and applying payments to outstanding invoices.

The page opens for you to view important data such as status, description, and post info.

You can also view distributions and applications for the credit.

Reverse credits

To reverse a credit, open one with a Posted status and select Delete.

Tip: You can't delete a credit with unposted adjustments.

After you confirm to delete the credit, enter a reversal date for the journal entry that automatically generates the next time you post.

Adjust credits

To adjust a credit, open one with a Posted status and select Adjust.

Enter adjustment details, such as the new date and reason, then save.

For more details, see Credits.

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

You can also manage and filter finance charge, refund, and sales tax billing item types. For details, see Billing Item Types

Note: Variable rate billing items were previously called per usage in the database view.

To view a billing item record, 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.

Tip: From a client record, you can also determine who receives statements (or copies) and add automatic payments for clients. For details, see Statements and Automatic payments.

For more information, see Clients.

From Receivables, Clients, you can now view refund records in web view. To view a refund, open the client's record and select Activity.

Note: In a future release, you'll be able to add and edit refunds.

To view the refund record, select View from a row's menu. The Overview, Distributions, and Applications tabs display for you to view and edit additional info.

Tip: You can also now view a refund from a bank's Register tab. To locate the refund, search by One-time check for Transaction type and select View from the row's menu.

For more details, see Refunds.

You can now add, edit, reverse, and delete charges from Receivables, Charges and view their record pages in web view. To view a charge, select it in the Charge ID column.

Note: You can now manage charges with Product billing items.

The page opens for you to view important data such as charge details and billing info, payments and credits, and distributions.

Reverse charges

To reverse a charge, open one with a Posted status and select Delete.

Tip: You can't delete a charge with unposted adjustments.

After you confirm to delete the credit, enter a reversal date for the journal entry that automatically generates the next time you post.

Adjust charges

To adjust a charge, open one with a Posted status and select Adjust.

Enter adjustment details, such as the new date and reason, then save.

For more information, see Charges.

From Receivables, Communications, you can view, add, edit, rename, and generate statements. Under Statements, search and sort the list to quickly locate the statement you want. To edit, select the statement's name or choose Edit from the statement's menu.

Statements are records of charge and payment activity you create for multiple clients at once. You can send statements to the client who received the goods or services as well as the client's payers. Clients can also receive copies of other client’s statements.

Tip: To customize statements, you can now include logos when setting your parameters.

For more information, see Receivables Communications.

From Receivables, Settings, you can now select Configuration, General to add contact info such as address and phone.

From Receivables, Settings, you can now select Configuration, Aging info to track receivables invoices and determine if they are current or overdue (and by how many days).

For more information, see Aging Info.

From 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.

For more information, see Statement Info.

From Receivables, Settings, you can now select Configuration, Payment terms to define terms for invoices so you can offer your clients discounts if they make early payments. For example, if you offer a 3/5 net 30 discount, clients receive a 3% discount if they pay within 5 days.

For more information, see Receivables Settings.

From Receivables, Settings, you can now select Configuration, Addressee and salutations to define the way client addressee info and salutations display on statements, invoices, and other correspondence.

For more information, see Receivables Settings.

From Receivables, Settings, you can now select Configuration, Default accounts to designate specific accounts to use in distributions. Since the accounts you select impact your records and distributions, evaluate each setting closely.

For more information, see Receivables Default Accounts.

You can now access all business rules for Receivables in web view!

Receivables business rules help you customize standard procedures and requirements to suit your organization. To define receivables business rules, navigate to Receivables, Settings.

For more information, see Receivables Settings.

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.

From 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.

From 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.

From 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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