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.

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.

The Home page has a fresh new look and feel, designed to provide a more consistent and streamlined web experience. Use it to access essential info, navigate with intuitive tiles, and take advantage of SKY add-ins for a customized experience every time you log in.

For more details, see watch the demo and Home Page Tiles.

The new General ledger, Overview helps you focus on tasks that need immediate attention. Under Needs attention, process tasks such as posting transactions in out-of-balance batches or reviewing pending batches to keep your workflow moving efficiently.

Use Closing assistant to stay on top of posting transactions for each subledger. Regularly reviewing and processing unposted batches helps maintain accurate financial records and allows you to close fiscal periods that no longer need to remain open.

Use Fiscal years to quickly access a list of open fiscal years from Settings, General ledger and close them. Closing previous fiscal years improves financial reporting accuracy, avoids errors, and helps prepare for audits. For more details, see Closing Fiscal Years Tutorial.

For more details about Overview, see watch the demo and General Ledger Overview.

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.

This new tool consolidates all your resources in one place. With the search functionality, you can easily find articles, help documentation, and trainings. The Resource Center displays the latest content, including newly released features and trending topics, to help you level up your skills with thought leadership, tips and tricks, and tools to boost your knowledge.

Whether you're new to Financial Edge NXT, new to your organization, or just need to refresh your skills, you can follow our guided onboarding experience and leverage basic resources to get started.

We have enhanced filtering options when creating purchase orders. You can generate by Selected purchase requests and Selected purchase requests using query. There are additional filtering options available on your results.

For more details, see Add purchase orders.

To provide a seamless experience when printing checks, you now have the ability to customize check element alignment in WebView.

For more details, see Format Check Settings.

We’ve enhanced backend performance to support larger payment runs in Payment Assistant. Users can now include up to 2,500 invoices in a single payment run—10x the previous recommended limit of 250. This improvement streamlines bulk processing and boosts efficiency for high-volume invoice management.

As your organization's financial needs grow, you'll likely need to move — or allocate — amounts from one set of accounts, projects, classes, or grants to another. From Allocations, you can now add, edit, and delete the following allocation types in web view:

  • Direct

  • Indirect expense

  • Indirect revenue

  • Indirect miscellaneous (misc)

You can also manage settings for rates, business rules, fee schedules, and pools to ensure consistent and accurate accounting.

For more information, see Add Allocations and Allocation settings.

You can now import transactions directly from a journal entry batch record, resulting in a more focused workflow from within the batch. With this refreshed experience, you don't need to manually assign batch numbers or navigate to different areas. You can complete the import fully within the batch.

To import, select Import transactions (or More, Import transactions) from the batch action bar. You can search for and select an existing transaction import to edit, validate, or import. You can also add a new import without leaving the batch record.

Tip: Import supports .CSV files and .TXT files (for .TXT, use only comma delimited files). Keep in mind that header records are required for all imports and if you modify the file after attaching it, you must upload it again to include the latest updates.

For more information, see Batch Records and Add an Import.

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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.