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! Some features will release generally for all customers while others will be available in waves - as small, usable increments. Similarly, some will release to our United States customers first, while support for other locales will be added to future releases. We'll note locales so that you can be aware of what's available.

Note: Don't see this yet? Processing full returns is currently in Limited Availability (LA) and releasing in waves. During LA, we'll review and implement participant feedback to prepare for general availability. 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.

Use recurring invoices to create regular invoices quickly and easily according to a schedule. From Invoices, select Recurring to view the list and generate recurring invoices based on selected criteria and filters.

To open a recurring invoice, select it in the Invoice number column.

For more details, see Generate Recurring Invoices in Payables.

You can now group multiple purchase requests into a single purchase order, making it easier to manage procurement and reduce manual effort. This enhancement helps streamline your workflow, improve tracking, and save time when working with vendors.

For more details, see Add purchase orders.

When setting up default accounts in Settings, Allocations, Pools, you don't need to enter every account number manually. Instead, use masking to quickly select account ranges without entering numbers. With masking, asterisks are used in place of numbers in a segment or segments of a general ledger account.

Use asterisks as wildcard characters to represent any digit from zero to nine. For example, you select "Fund" as the basis and want to indicate multiple accounts. To do this, enter the fund segment as masked. If your pool basis is "Account", every section can be masked except the account code. When the pool basis is "Segment", masking is only allowed for the segment and the destination can't take the full account.

Tip: Account masking is only available when details are defined once for all line items.

For more details, see Mask Accounts for Pool Defaults.

As we build more allocations functionality in web view, we focused on a few business rule enhancements with this release.

From Settings, Allocations, Business rules, you can now edit and save updates (previously, you could only view).

We’re also laying the groundwork to fully manage indirect cost allocations. While you can only view existing ones at this time, we’re prepping for the ability to add, run, edit, and delete in a future release. As part of this work, we’ve added new rules for checking budgets. You can select a budget scenario and determine how you want to handle projects based on period, fiscal year, and expenditure preferences. You can be flexible and always allow (or warn first). Or, you can prevent expenditures all together.

For more details, see Edit Allocation Business Rules.

To confirm invoice data with greater efficiency and visibility, we're introducing a new, streamlined layout for submitted invoice requests.

On the right side of your invoice requests page, you can now preview images for submitted requests. Previews apply to all submitted requests, regardless of status. If a request includes multiple attachments, the first one displays in the preview.

We also re-organized key invoice details, such as header, total amount, status, and description. With this view, you can scan important data and make decisions faster.

To give you greater flexibility and control over payment processing, this update introduces the ability to add multiple bank accounts for use in Payment Assistant payment runs.

After your organization completes Payment Assistant onboarding, those with the Payment Assistant setup security permissions can go to Settings, Payables and select Add bank account. To enter more than one new bank account, you can select Save and new between entries.

To add an account, users must submit bank-issued documentation—a voided check, a bank statement (with limited details), or a signed verification on bank letterhead. To prevent ACH returns, users should also provide their bank with REPAY’s ID: 2820959731 and request it be added to the allow list. Users can copy existing DBA information or enter new details, which are used for vendor remittance across payment types.

To confirm which accounts are ready for use with Payment Assistant, from Treasury, Bank accounts check the Payment Assistant column for accounts with a status of Enabled.

When you have multiple bank accounts set up to use with Payment Assistant, you'll choose the account to pay invoices from during the creation of a new payment run.

From Expenses, you can now view pending purchase requests from My approvals.

After selecting the number next to Pending purchase requests, transaction details for the purchase requests assigned to you display.

Note: Pending purchase requests are currently view-only. Look for full support in a future release.

For more details, see My Approvals.

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.

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.

We’ve recently made enhancements under 1099 Information on Vendor records. We’ve updated the total labels to clearly show what is included in the totals. We also added a filter that lets you view 1099 information for year over year comparison.

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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.