What's New

Note: Don't see this yet? These 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.

General ledger report processing is faster and more reliable. Improvements to the report generation experience reduce delays, improve stability, and better support a high volume of reports. As a result, you spend less time troubleshooting report issues and more time completing your work.

Note: There are no workflow changes required to take advantage of this improvement.

You can now edit all EFT fields when working with EFT check formats in web view. This includes support for options such as Include carriage return/line feed, so line breaks and output structure settings apply correctly in the generated EFT file.

With these updates, Treasury users have more control over EFT file formatting and can produce files that align more closely with bank requirements.

For more details, see EFT Settings.

You can now review and update refund check print settings before saving a refund check. When generating a check from a refund record, select Edit print settings to confirm formatting and content prior to printing.

This update gives users greater control over refund check output by allowing them to select the check format, manage printed details, include logos and messages, and adjust alignment. You can preview and test changes before saving, helping reduce reprints and ensure checks align with organizational standards. Available options vary by check format.

For more details, see Refund Check Print Settings.

Smart Import Mapping uses built in Blackbaud AI to automatically suggest field mappings when you import data, reducing manual setup and helping improve import accuracy.

The mappings are automatically generated when a new parameter and import are added. These suggestions appear during the import workflow, where users can review, accept, or adjust them before completing the import. When uploading a new import to an existing parameter, users can select Update mapping to regenerate and apply mapping suggestions based on the new import file.

For more details, see Smart Import Mapping.

From Home, use the new Project budget vs actual tile to monitor real-time budget and spending for your projects without navigating multiple reports. Quickly assess financial performance by selecting a project, choosing to view actuals, encumbrances, or both, and specifying the budget you want to track.

To quickly navigate from the tile to the list of budgets or the Project Budget Versus Actual Report, select View.

For more details, see Home Page Tiles and review the Customize Your Home Page Tutorial.

We’ve introduced a modern backend payment processing engine designed to make payment runs faster, smoother, and more dependable. By modernizing the underlying processing pipeline, this update delivers noticeable performance gains and improved stability.

Previously, payment runs could be slowed by extended processing times, freezes, or stalled status indicators. With the new engine, those interruptions are reduced, especially for large or complex payment runs, so payments complete more efficiently and your work keeps moving forward.

Save time and stay in control with expanded editing access. You can now edit allocation‑related details directly from multiple areas, with fewer clicks and greater visibility.

• From Allocations:

  • Under Allocations, select the allocation ID.

  • Under Groups, select the group name.

• From Settings, Allocations:

  • Under Rates, select the rate ID.

  • Under Fee schedules, select the fee schedule name.

  • Under Pools, select the pool ID.

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

From Analysis, Reports, under Groups, use report groups to bundle up to 20 reports and automatically generate and email them based on a schedule. Report groups streamline recurring reporting, saving time while ensuring consistent, reliable insights across your organization.

Learn how to add a report group and work with schedules.

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, see Third-Party Payments in Receivables and review Receivables: Managing Third-Party Applications Tutorial.

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

You can now process partial returns for clients. From an invoice record, select Reverse partial.

In the new return, set the Return status to "Partially received". Under Line items, enter the amount for the partial return.

For more details, see Returns.