Product Update Briefing

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 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. After a wave completes, those dates are also noted. To track feature areas and dates, see Total Web Solution.

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 view and run simple or complex allocations based on statistical units, and view settings to ensure consistent and accurate accounting.

For more information, see Manage Allocations and Allocation settings.

We're releasing Receivables features in small, usable increments. Many of these features are releasing in waves to our United States customers first. As we progress with development and testing, we will fully support additional locales in a future release.

• What's new - To view the newest features we've released, see the Receivables section in What's New.

• What's recent - To catch up on the rest of the features we've released, see Receivables: What's Recent.

• What's next - To review upcoming features, see What's Next.

From Payables, you can now add and generate recurring invoices. Recurring invoices are templates from which you create regular invoices quickly and easily according to a schedule. They're helpful for tracking recurring revenues such as monthly rental income, planned giving donations, and grant reimbursement requests.

For details, see Recurring Invoices in Payables.

Note: Don't see this yet? The ability to add and edit products is in Limited Availability (LA) for some of our customers. Currently, everyone can view existing products. Look for full support and general availability in a future release.

You can now view, add, and edit product records. Products save time when adding line items on purchase orders because you can quickly select a product you previously created, instead of entering the info every time you create a purchase order for identical items.

You can add products from the Products list page under Payables.

For details, see Add Products.

To align with the previous experience in database view, you can now individually print purchase orders with any the following statuses:

• Unprinted purchase order

• Unprinted change order

• Reprint order

• Unprinted cancellation notice

You can generate and print directly from a purchase order record or from Payables, Communications, Purchase order forms. After printing, the statuses update appropriately.

Tip: For convenience, the status for new purchase orders defaults to Unprinted purchase order.

For details, see Purchase Orders.

You can now edit payment records. This enhancement helps ensure data accuracy and efficiency. Previously, you could not make updates to the payment record in web view without voiding. Now, you can edit payments from Register on the bank account record.

For details, see Bank Account Adjustments.

When voiding payments, use the Note field to leave detailed information about the payment you are voiding. This information is helpful for auditors and reporting.

In Receivables and Treasury, you can now work with payment defaults for deposits, including the payment date, amount, and payment method. You can also select a default source (for Receivables deposits) and a default category (for Treasury deposits).

Note: When you open a deposit record, the defaults you select display under Details. For Receivables, misc payment defaults also display under Details.

For details, see Add Deposits.

You can now print bank logos on checks. To print your bank’s logo, select Bank logo on the Format check screen, and choose the logo to use.

For details, see Format Check Settings.

You can now pre-close and close fiscal years. Because closing a fiscal year is permanent, we encourage you to pre-close each fiscal year as soon as you finish entering and posting all transactions for the year before running the actual closing process.

To close or pre-close a fiscal year, go to General ledger, Settings, Fiscal years.

For details, see Manage All Fiscal Years.

If your organization receives reimbursable grant funding, you can now add criteria to report and track qualified expenses for reimbursement.

From a grant record, you can view, edit, and delete existing rules, or add new ones. You can also view distributions for each existing rule, including credit and debit accounts.

For details, see Add Reimbursement Rules.

Depending on user permissions, you can access Import under General ledger, Receivables, Payables, Treasury, and Fixed Assets. From the Import list pages, you can access and run existing imports, and create new imports.

For details, see Import.

Depending on user permissions, you can access Export under General ledger, Receivables, Payables, Treasury, and Fixed Assets. From the Export list pages, you can access and run existing exports.

For details, see Export.

You can now merge queries to combine records from two queries into a third, static query.

Note: Queries must have the same query type to merge them.

From Query, select New merge query. Select a primary and secondary query to merge and choose merge operators to determine how to combine them.

For details, see Merge Operators.

To make it easier to find the query you need, we’ve introduced an advanced query search when you merge queries and under Options, Record processing in the query editor.

For details, see Query and Query Options.

The Cash receipts account distribution report lists debit and credit amounts created by cash receipt transactions and their adjustments.

For details, see Account Distribution Report for Cash Receipts.

With Report Scheduler, you can now generate reports in Financial Edge NXT and email them to non-Financial Edge NXT users based on a schedule (previously, you could only email to existing users). Reports are sent as PDF files and can easily be accessed via the email application associated with the recipient.

For details, see Add a Report.

To simplify organizational role identification, admins can now specify job titles when they add or edit users.

For details, see Add user.

To make managing user access easier, admins can now limit user access to a specific time frame by setting an access expiration date for a user. After a user's expiration date, that user becomes inactive and can no longer access the Blackbaud solutions and features that admins manage on the Users page in Security.

For details, see Add user and Edit user roles.

To improve how you interact with and consume help resources, we made accessibility enhancements and updated the look and feel of our help.

For details, see Enhancements to the help experience.

We now offer additional support for merge queries, ask filters, and summary fields. For details, see Support for Query API fields.

We added the following endpoints which are in "Preview" and can be changed or removed at any time:

• Background process result (Get)

• Background process status (Get)

• Invoice process (Create)

• The Adjustment categories (List) endpoint now returns the category.

• The Payment (Get) endpoint now includes transaction_date.

• We added the Bank account (Get) endpoint in "Preview".