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 Expenses, you can now add, edit, and delete purchase requests for products in web view. This is the first step in the web purchasing workflow.

Note: Don’t see this yet? Adding and editing purchase requests for products is in Limited Availability (LA) and rolling out in waves. This is the first feature in the web purchasing workflow. See What’s next for purchase requests for upcoming features. During LA, we’ll use participant feedback to prepare for general availability.

To get started, under My purchase requests, select New request.

Tip: You can also create a new purchase request by selecting Work with my purchase requests, then select Add.

After you enter a description, select the approval rule, add a line item, then Edit details.

From here, you can:

  • Enter additional notes

  • Select a vendor

  • Add purchase order details

  • Enter distributions

For more details, see My Purchase Requests.

What’s next for purchase requests?

The ability to add and edit a purchase request for products in web view is the first step in the web purchasing workflow. Additional functionality, such as sending notifications, approving or rejecting requests, and generating receipts will be available in a future release.

If you only need to add, edit, or delete a purchase request for a product, you can now do this in Financial Edge NXT. To complete the full purchasing workflow, return to WebPortal.

Note: In a future release, you'll be able to add and edit purchase requests for one-time products.

Note: Don't see Smart Import Mapping yet? This is in Limited Availability (LA) for some of our customers. Look for full support and general availability in a future release.

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.

You can now view negative rates on invoice requests in web view. This change helps you clearly review credits, reversals, and adjustments by presenting rate values exactly as they exist on the invoice.

For more details, see Manually Add Invoice Requests.

You can now search for vendors using a vendor alias stored on the vendor’s primary address. This makes it easier to find vendor records when the name you know doesn’t exactly match the legal vendor name—helping you work faster and avoid duplicate vendor records.

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

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.

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

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.

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.

When you edit an allocation that uses an associated pool, it’s easy for pool-driven values to drift after you change criteria or update underlying data. When you choose to refresh from pool, your allocation quickly re-syncs with the latest pool details before you run or post.

Refreshing provides the following benefits:

  • Ensures allocation results reflect the latest pool balances and basis values.

  • Improves accuracy by recalculating from current source data.

  • Keeps multiple allocations consistent when they share the same pool.

  • Saves time by avoiding manual updates or re-entry.

  • Supports auditability by tying results directly to pool logic.

  • Helps validate pool changes before running or posting allocations.

Receivables

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, 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.

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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.