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.

From General ledger, Overview, open the new Chart Health Advisor to assess the health of your chart of accounts structure. Use it to identify issues that affect daily operations, understand why they occur, and decide when larger structural changes may be needed.

The advisor uses insights to identify actionable findings such as dormant accounts and low usage segment values. You then use these insights to guide supported remediations in Financial Edge NXT, helping you improve reporting and reduce operational risk.

Coming soon: Expanded data for Chart Health Advisor

Chart Health Advisor will soon evaluate additional data, including never used accounts and projects, to provide a more complete assessment of chart quality. When this enhancement becomes available, chart health scores may change to reflect the impact of these new factors.

For more details, review the Chart Health Advisor Tutorial and Chart Health Advisor.

Similar to the previously released Project budget vs actual tile, the new Account budget vs actual tile lets you monitor real-time budget and spending, at the account level, directly from Home without navigating multiple reports. Use the tile to quickly assess financial performance by selecting an account, choosing whether to view actuals, encumbrances, or both, and specifying the budget you want to track.

To navigate from the tile to the list of budgets, select View.

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

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.

Generate these general ledger reports with improved speed and reliability. Performance updates reduce delays, improve stability, and support higher report volumes so you spend less time troubleshooting and more time getting work done.

Available reports

  • General ledger report

  • Trial balance report

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

To help you track the status of your product-related expenses, you can now configure email notifications for purchase requests from Expenses under Edit my settings. You can choose to receive alerts when a request requires your approval, receives final approval, is rejected, or when a purchase order is created.

To manage your inbox, you can also set the frequency of these alerts to Instantly, Daily, Weekly, or Monthly.

For more details, see Edit My Settings.

To help you process purchase requests and stay on top of approvals, you can now approve or reject pending requests from Expenses under My approvals.

Approve or reject individual requests by selecting Approve or Reject on a transaction.

Approve or reject all requests at once using Approve all or Reject all to save time.

For more details, see My Approvals.

The Closing assistant now displays the real-time status of posting processes. When transactions are posting, the Unposted transactions page clearly indicates that process is in progress so you can monitor activity during period close.

This update improves visibility during a critical workflow. By clearly showing in-progress posts, it helps prevent duplicate posting attempts, reduces the risk of posting errors, and supports a smoother period-closing experience.

For more details about the Closing assistant, see Closing Assistant.

You can now generate your favorite general ledger reports from General ledger, Overview to review balances, confirm activity, and make sure your financial data is complete before closing fiscal periods.

From Closing Assistant, under Reports, select Generate General ledger reports. You can then select up to five reports and generate them in one step.

For more details, see Generate Reports.

The new Payment Assistant tile on vendor records shows, at a glance, whether a vendor is enrolled in Payment Assistant and how they’re set up to receive payments through REPAY. This makes it easy to quickly confirm a vendor’s payment setup without digging through vendor details.

For enrolled vendors, the tile highlights the payment method and enrollment date. It also surfaces supporting information — such as recent payment activity — so you can better understand a vendor’s overall payment status.

You can review how a vendor receives payments, spot missing or incomplete EFT (electronic funds transfer) details, and take action directly from the vendor record.

In addition, Enrolled delivery method is now available as a new column on the Payments tab in Payment Assistant, making it easier to review payment setup across vendors.

Note: These features are only available for customers with a Queue subscription (contact your Account Executive for details).

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

The invoice record in Receivables now includes a Line tems tab that displays the complete set of line items in a paginated, filterable, and sortable list.

This enhanced view helps you review invoice details more efficiently and manage invoices with large numbers of line items directly in Receivables.

For more details about invoices and line items, see Invoice Records and Line Item Records.

Generating recurring invoices in Receivables now runs as a background process. Similar to reports, the window closes after you define criteria and start generation and confirms that processing has started. You'll receive a notification when generation completes, along with a control report you can download.

This improves reliability for large invoice volumes, helps eliminate timeout-related failures, and removes the need to retry stalled generation attempts.

For more details, see Generate Recurring Invoices in Receivables.

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.

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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.