Product Update Briefing

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

Learn how to enable Generative AI features.

Import data more efficiently with Smart Import Mapping, which uses built-in Blackbaud AI to suggest field mappings automatically when you import data, reducing manual setup and improving import accuracy.

Mappings generate automatically when you add a new parameter and import. Review, accept, or adjust the suggestions during the import workflow before completing the import. When uploading a new import to an existing parameter, select Update mapping to regenerate and apply mapping suggestions based on the new import file.

For details, see Smart Import Mapping.

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 customize financial reports based on the details you provide.

• Summarize 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!

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.

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

Similar to the Project budget vs actual tile, use the new Account budget vs actual tile to monitor real-time budget and spending at the account level directly from Home, without navigating multiple reports. Assess financial performance by selecting an account, 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, select View.

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

From Settings, Allocations, under Pools, use Load accounts or Load projects to add accounts or projects to an allocation pool all at once, instead of one at a time.

When a pool's basis is Account or Project, select a load method to:

• Load every account or project in the ledger.

• Search for and select specific accounts or projects to add.

• Load a contiguous block of accounts or projects from one ID to another.

• Load accounts or projects that match a saved query.

Review how to add or copy allocation pools.

Edit allocation-related details directly from multiple areas, with fewer clicks and greater visibility.

• From Allocations:

  • Under Allocations, select the allocation ID.

  • Under Groups, select the group name.

• From Settings, Allocations:

  • Under Rates, select the rate ID.

  • Under Fee schedules, select the fee schedule name.

  • Under Pools, select the pool ID.

Review and update refund check print settings before saving a refund check. When generating a check from a refund record, select Edit print settings to confirm formatting and content before printing.

Select the check format, manage printed details, include logos and messages, and adjust alignment. Preview and test changes before saving to help reduce reprints and keep checks aligned with organizational standards. Available options vary by check format.

For details, see refund check print settings.

To support more consistent and reliable review of invoice details, invoices in Receivables are now limited to 50 line items. This update helps streamline invoice processing, improves review accuracy, and provides a more predictable experience when working with invoice data.

From Payables, Overview, access a centralized workspace to manage your payables activity. Add new records, review payment run tasks that need attention, and navigate quickly to key areas.

• Records — Add new payables records without navigating away, including invoices, vendors, credit memos, purchase orders, receipts, and payment runs.

• Needs attention — If Payment Assistant is enabled for your organization, review invoices to pay and payment run tasks based on your role.

• Related links — Navigate quickly to frequently used areas, including Bank accounts, Exceptions, and Queries.

• Recently accessed — Return to up to five payables records you recently viewed, including invoices, vendors, credit memos, and purchase orders.

• Payment Assistant — If Payment Assistant is enabled for your organization, monitor payment activity and act on key tasks from one place. If Payment Assistant is not yet enabled, use the cost savings calculator to estimate what your organization could save.

Note: This feature is currently only available for Payment Assistant customers.

Learn about the new Payables Overview page and reduce costs with Payment Assistant.

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.

Create multiple payable invoices from a single worksheet and submit them to Financial Edge NXT. The add-in combines the flexibility of Excel with invoice creation in Financial Edge NXT. Select the invoice fields you need, configure default values for repeated information, and enter invoice data in a familiar spreadsheet experience. Select vendors from Financial Edge NXT and populate vendor information directly in the worksheet.

Use the Excel Add-in for Invoices to:

• Create multiple payable invoices from a single worksheet.

• Configure invoice columns to match your invoice-entry process.

• Apply default values to reduce repetitive data entry.

• Select vendors from Financial Edge NXT during invoice entry.

• Review validation results before processing invoices.

For example, if you regularly create invoices for multiple vendors, configure a worksheet once, enter invoice information in Excel, and submit invoices for processing without creating each invoice individually.

Note: 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.

Invoice processing in Payables is now faster and more reliable. We've improved the underlying invoice management experience to reduce delays, improve stability, and better support a high volume of invoices. These enhancements help you spend less time troubleshooting issues and more time focusing on work. There are no workflow changes required to take advantage of this improvement.

From Treasury, Overview, access a centralized workspace to manage all your cash management activity in one place. Review bank account and credit card details, and navigate quickly to key areas.

• Bank accounts — Select up to five bank accounts to monitor at a glance. Review current, online, and reconciled balances, see when each account was last updated, and identify potential reconciliation issues quickly. Select View bank accounts for additional account details and activity.

• Credit card accounts — Select up to five credit cards to monitor spending and balances from a single view. Review current and online balances, see when each account was last updated, and quickly spot transactions that may need attention. Select View credit card accounts for additional details.

• Related links — Navigate quickly to frequently used areas, including Credit card transactions, Import, and Query.

• Recently accessed — Return to up to five records you recently viewed, including bank and credit card accounts.

Learn about Treasury's new Overview page and access key cash management details at a glance.

Edit all EFT fields when working with EFT check formats in web view, including support for options such as Include carriage return/line feed, so line breaks and output structure settings apply correctly in the generated EFT file.

Treasury users have more control over EFT file formatting and can produce files that align more closely with bank requirements.

For details, see EFT settings.

If you're a US-based Solution Administrator, an awareness notification appears on the Bank accounts page in Treasury, introducing Landing Rock's Insured Deposit Account (IDA).

Select See how it works to open Landing Rock's partner experience and learn more about options for managing idle operating cash. Landing Rock content is provided by a third-party partner. If you have a Landing Rock account, no setup is required within Financial Edge NXT to view account information.

From General ledger, Overview, open 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 are needed. The advisor uses insights to identify actionable findings such as dormant accounts and low usage segment values, which you then use to guide supported remediations in Financial Edge NXT, helping you improve reporting and reduce operational risk.

Chart Health Advisor also evaluates additional data, such as never used accounts and projects, to provide a more complete assessment of chart quality. As a result, the chart health score can change as these factors affect the overall score.

For details, review the Chart Health Advisor tutorial and Chart Health Advisor.

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 to select up to five reports and generate them in one step.

For details, learn how to generate reports.

The Closing assistant now displays the real-time status of posting processes. When transactions are posting, the Unposted transactions page clearly indicates the 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 details, see Closing Assistant.

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

From General ledger, Subledger reconciliation, compare subledger and general ledger balances to quickly identify out-of-balance accounts before period close.

Review beginning balances, posted totals, posted and unposted subledger activity, and the resulting variance to understand where differences occur and what needs attention.

After you identify discrepancies, use Variance to investigate and correct issues so reporting stays accurate and period-end close runs more smoothly.

For details, see subledger reconciliation and subledger reconciliation variance.

When emailing a report based on a schedule, choose PDF, Excel, Excel data, or Word as the delivery format instead of only PDF. This removes the need to manually generate and send reports in alternative formats and makes it easier to schedule reports that meet different reporting and analysis needs.

Work with report schedules in the following ways:

• When you add a report, select Email report based on schedule, then specify dates, times, a recurrence, frequency, and file format.

• From Reports, under All reports, select Edit schedule from an existing report's menu.

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.

Note: Report groups are only available for customers with a Queue subscription. Contact your Account Executive for details.

Learn how to add a report group and work with schedules.

Note: Don't see this yet? Report setup and management performance 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.

Report setup and editing are improving to reduce delays and create a more reliable experience when you add, update, and manage reports.

These updates modernize how report parameter sets and related report details are managed behind the scenes, so report workflows respond faster while preserving the familiar experience you use today.

As this enhancement rolls out, you can:

• Add report instances with smoother, more consistent performance.

• Update existing report settings with fewer delays.

• Work more efficiently with saved report options in web view.

Review the list of updated reports to identify the ones affected by these updates.

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 reports faster and with greater reliability. Performance improvements reduce delays, improve stability, and support higher report volumes so you can spend less time troubleshooting and more time reviewing results.

Review the list of improved reports to see where these updates are available. No workflow changes are required, so you can continue using your existing report setup and options.

From Export, under Groups, use export groups to bundle up to 20 exports and generate them all with one action. Export groups help you complete recurring tasks, such as month-end close or a board report, without running each export on its own.

Add the users who should receive the results, then select Generate exports. A message confirms the group is processing, and a notification for each export updates in real time so you can track progress and select Download as soon as it's ready. The group's users also receive the output by email.

Note: This feature is only available for customers with a Queue subscription. Contact your Account Executive for details.

For details, learn about export groups.

Warning: Breaking change

Query job result file downloads were previously returning the incorrect headers on the response which caused issues with firewalls. We've corrected this to maintain security best practices and ensure that the file content encoding is correctly reported on the response:

For all file types, the content-encoding header will no longer be present. For csv files, use the charset parameter of the content-type header to determine the file encoding.

content-type: text/csv; charset=windows-1252

The content-type header for JSON and Excel files is unchanged and will still be returned as application/json and application/xlsx, respectively.

For consumers calling to download files via HTTP client or the Microsoft Power Platform, the response body should be interpreted correctly as the file encoding specified in the content-type header. Consumers may have previously needed to decode the content as base64 due to the incorrect headers, but should now be able to read the file content directly from the response body without additional decoding steps.

This affects the response headers when requesting the file returned via sas_uri on the Job (Get) endpoint.

We updated the Blackbaud Financial Edge NXT Query connector for Microsoft Power Automate and Power Apps and re-certified it with Microsoft. This release adds job control, parameterization, and export improvements.

Added

• List queries (v2) — Returns queries using continuation-token pagination. Does not return a total count; use the original List queries action if you need one.

• Cancel a query execution job — Stops a long-running query job.

• Delete a query — Removes a query.

Enhanced

• List queries now returns Count, Limit, Offset, and Any query types? plus Output limit.

• Get query job status now returns Filename.

• Start a query job and Start a refresh static query job now accept values for "Ask" fields, and support Excel (.xlsx) output, a time zone offset, and code table long descriptions.

Existing flows and apps continue to work without modification. For details, see the Blackbaud Financial Edge NXT Query connector reference. Microsoft Learn regenerates connector reference pages on its own schedule, so newly added actions may take a few days to appear.