Product Update Briefing

Organisation admins can now enable all current and future generative AI features powered by Blackbaud AI with one global setting — giving your organisation centralised control, clear compliance, and future-ready access to AI-powered tools. If you don't opt in, your organisation remains opted out by default.

Learn how to enable Generative AI features.

Note: This feature is currently part of an Early Adopter Program (EAP). We'll review and implement participant feedback to prepare for limited and general availability.

Generative AI (artificial intelligence) chat tools — like Blackbaud AI - Chat — are intelligent assistants that generate human-like responses based on your input. Within Blackbaud Financial Edge NXT, this means you can:

• Save time with reporting – Add and customise financial reports based on the details you provide.

• Summarise records – Quickly distill key details from records into bullet points or short summaries to use in presentations and emails.

• Get help about Financial Edge NXT features – Gain a deeper understanding about Financial Edge NXT features so you can quickly move to the next task.

We're continuously refining and expanding what Blackbaud AI can do for you based on your needs. Your feedback in the AI chat is incredibly valuable — it helps us improve the experience and build tools that truly support your work. Exciting updates are coming!

Personalise your Financial Edge NXT Home page with tiles, links, and SKY add-ins for a tailored experience every time you log in. To customise your experience, review the Home page tutorial.

View bank and credit card account details directly from Home. Use the Bank accounts tile to display up to five accounts and monitor details such as current balances and the date each account was last updated. Use the Credit card accounts tile to display up to five accounts and quickly review details such as the number of active cards and current balances.

Get started with Home page tiles.

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

Get started with Home page tiles and customise your experience using the Home page tutorial.

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.

Each feature area uses Wave dates. These indicate when a feature area will begin to turn off in database view. If your organisation 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. After a wave completes, those dates are also noted.

Track feature areas and dates as we move to a total web solution.

Note: This feature is currently part of an Early Adopter Program (EAP). We'll review and implement participant feedback to prepare for limited and general availability.

With automated deposits, Raiser's Edge NXT, Blackbaud Merchant Services (now part of Blackbaud Integrated Payments), and Financial Edge NXT work together to reduce the burden of manually reconciling a deposit to your general ledger.

After you post gifts in Raiser's Edge NXT, key details from Blackbaud Merchant Services are retrieved and display in Financial Edge NXT including gift amounts, fees, record ID, and the disbursement report. These details are used to create a deposit all within Financial Edge NXT — eliminating the need to manually reconcile disbursed payments with corresponding gift records in Raiser's Edge NXT!

Tip: At this time, only gifts disbursed through Blackbaud Merchant Services are included in the automated workflow.

Look for more updates and wider availability in a future release.

When setting up default accounts in Settings, Allocations, Pools, use masking to quickly select account ranges without entering every account number manually. Use asterisks as wildcard characters to represent any digit from zero to nine.

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

Review how to mask accounts for pool defaults.

From Settings, Allocations, Business rules, you can now edit and save updates (previously, you could only view). We also added new rules for checking budgets — select a budget scenario and determine how to handle projects based on period, fiscal year, and expenditure preferences.

Understand how to edit allocation business rules.

Skip the manual setup when creating a new allocation or pool — copy one that already works to accelerate configuration and maintain consistency. You can also refine existing allocations by choosing Rename or Save as to update or re-purpose your setup.

• From Allocations, select Rename from an allocation's menu.

• From Allocations, select Edit from an allocation's menu. Make your updates, then select Save as. Your changes apply only to the new one, while the original stays untouched.

• From Settings, Allocations, Pools, select Copy from a pool's menu.

Learn how to add or copy allocation pools and add allocations.

Indirect cost allocations calculate reimbursable indirect costs to help you meet grant guidelines. When your organisation receives grant funding, indirect costs are the normal operational expenses you incur while carrying out the grant's mission but can't tie directly to the grant's specific purpose. There's usually an agreed-upon rate at which your organisation can bill the funding agency for indirect costs.

To get started, add allocation rates and assign them to projects. You'll also need to work with allocation pools and use business rules to associate projects with the allocation. When ready, add and run an indirect cost allocation to turn reimbursable costs into recovered funds!

When you edit an allocation that uses an associated pool, pool-driven values can 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, ensuring results reflect the latest balances and basis values.

Use allocation groups to run up to five allocations in a precise, automated sequence. Any pre‑allocation reports included in the group also generate automatically, giving you a streamlined, hands‑off workflow from start to finish.

When you add or edit any allocation type, you can now configure references to trace allocations directly to their journal entries. During reconciliation, these references make it easy to verify accuracy, confirm proper creation, and quickly address exceptions.

When you're ready to create new allocation rates or fee schedules, skip the manual setup. Copy one that already works to accelerate configuration, maintain consistency, and build a repeatable, error‑resistant workflow.

• From Settings, Allocations, under Rates, select Copy from a rate's menu.

• From Settings, Allocations, under Fee schedules, select Copy from a schedule's menu.

Easily manage recurring invoices by adding, editing, or deleting them, as well as including line items. To view a recurring invoice, navigate to Receivables, Invoices, Recurring, and select the invoice under ID.

Review details about recurring invoices in Receivables.

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. You can also edit and delete return records from the client's record under Activity.

Note: You can't reverse an invoice with applications in web view. If the status is Posted, first unapply the application, then reverse the invoice.

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. From a client's record, go to Details. Under Payers, select Edit to add the additional responsible party. Under Responsible for paying, specify the percentage the client and each payer will cover.

For a deeper dive, review our tutorial for managing third-party applications .

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" and enter the amount for the partial return under Line items.

You can now group multiple purchase requests into a single purchase order, making it easier to manage procurement and reduce manual effort.

Review how to add purchase orders.

On vendor records under 1099 Information, we updated the total labels to clearly show what is included in the totals and added a filter that lets you view 1099 information for year-over-year comparison.

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.

Review how to generate recurring invoices in Payables.

To confirm invoice data with greater efficiency and visibility, a new, streamlined layout is now available 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. Key invoice details such as header, total amount, status, and description have also been re-organized for faster scanning.

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. 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.

You can now void one-time cheques directly from bank account records. From Bank accounts, open the bank account associated with the payment. Under Bank account, Pay invoices, select More, Void selected payments. Set One-time cheques as the transaction type, enter your criteria, and select Void now.

From Register on the bank account, you can also void a transaction that doesn't already have a Voided status by opening the transaction's menu, entering the required criteria, and selecting Void now.

The Sales Tax Report is now available for Receivables. Use this to report on detailed or summarised sales tax information for a specified period of time. To access, select Analysis, Reports, then Add. Under Type, search for and select the report.

For details, see how to add a report and work with report parameters.

Note: Don't see this yet? Previewing reports 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 preview a report before generating the final output. From the report's parameters, select Generate, Preview (PDF) to start the preview process. When processing is complete, a link appears under Preview file. Select the link to open and review the PDF in a new tab.

Note: These improvements don't apply to validation and post reports in General ledger.

For details, review the generate reports tutorial.

From Analysis, Reports, 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.

Report tab updates. The Recently run and Frequently run tabs are now Recently generated and Frequently used for consistency with these changes. Additionally, select the tabs to view column updates such as Name (previously called Report), Generated date, and Subledger (previously called Module).

Note: These improvements don't apply to validation and post reports in General ledger.

For details, watch the demo and review our generate reports tutorial.

Administrators can now modify the user name of other users directly from the User security tab within Record security. This functionality improves user management for accounts not linked to Blackbaud ID and is editable for all users except on your own record.

For details, see record security.

You can now delete users without a Blackbaud ID directly from the User security tab within Record security. From the tab, clear Show only users with email to filter the list. Search for the user you want to remove, then open the user's menu and select Delete.

We deprecated the following endpoints:

• Journal entry batch (Create) is replaced with Journal entry batch process (Create).

• Journal entry (Create) is replaced with Journal entry process (Create).

• Journal entry (Clear) is replaced with Journal entry process (Clear).

We deprecated the Invoice (Create) endpoint and replaced it with Invoice process (Create).