What's Recent

Merge vendors — You can now merge vendors from the Vendors list page in web view. For more details, see Prevent and Resolve Duplicate Vendor Records.

Configure Default Deposit Settings and Generate EFT Files for Bank Accounts — To make processing transactions for Receivables easier, you can now set up default deposit information and generate EFT files for bank account records. From Treasury, Bank accounts, Receivables select Edit deposit details or Generate EFT File. For more details, see Receivables on Bank Account Records.

On-demand backups — Organizations in the public cloud (hosted by Blackbaud Cloud Operations) can request a database backup once per month. To request a backup, access the Database view options page. The On-demand backups tile displays the history of your backups and status. Select New to file the request. You'll receive an email notification when it's ready! For more information, see On-demand Backups.

Navigation has moved! We moved the menu to the left sidebar to improve navigation and scalability. It adjusts to your screen—expanding or collapsing as needed—so key tools stay within reach. For more details, watch the demo and review Navigation.

Quickly find scheduled reports. From the Reports page, use the new Email schedule column to quickly identify and view scheduled reports. Under the column, select a report’s schedule to view and edit. Finding scheduled reports directly from the Reports page helps you make quick decisions and improves your reporting workflow.

Tip: To ensure the new column displays, select Columns from the action bar. Choose Email schedule, then select Apply changes.

For more information, see Reports and Add a Report.

Note: With Report Scheduler, you can schedule, email, and receive reports based on specific reporting permissions. Only users associated with the Queue task for the Shared components role can use Report Scheduler functionality. For more information, see Roles.

New validate and import options. We improved the way you access options to validate and import files. When ready, you can validate and import in several ways.

• From the list of imports, select Validate from an import's menu.

• From the list of imports, select Import from an import's menu.

• When editing an import, select either Save and validate or Save and import (depending on your parameter selections).

Tip: Depending on user permissions, you can access Import under General ledger, Receivables, Payables, Treasury, and Fixed Assets.

For more information, see Import.

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

For more information, see Manage Allocations and Allocation settings.

Journal Entry Batch Enhancements

Batches save faster! Batches associated with a high number of journal entries now save faster! Decreasing the time to save helps you accomplish your day-to-day tasks quicker and more efficiently. Since we're releasing in waves, you may notice the change immediately or in a future release as we prepare for general availability.

Duplicating and inserting new lines. When you add or edit a journal entry batch, the placement of duplicate lines has changed. When you copy data by duplicating lines, the duplicate lines now appear below the selected lines. Previously, these appeared at the end of the batch. In addition, you can now insert blank lines. To insert, select the corresponding checkboxes, then select Insert line. For more details about journal entry batches, see Batch Records and watch this demo.

Display journal entry transaction date. You can now sort and filter the list of batches by Post date. When a batch includes more than one journal entry transaction and their dates are different, "Multiple" displays in the column. For added clarity, Date posted is now Posted on and reflects the batch run post date.

Navigate to source details. To easily jump to source records as you view and work through journal entry batch details, we made the following enhancements:

• From a journal entry batch record, we added new columns for Source type and Source number. Select links under these columns to view specific details, such as invoice or credit memo info.

• From a journal entry batch record, select an account. Under Activity, select a specific period. On the Account activity page, select links under Source type and Source number to go directly to associated details.

Note: Links are only available for regular, posted batches.

For more information, see Batch Records.

Export query results to Microsoft Excel. To enable you to view and manage query data outside of Raiser's Edge NXT, if you have rights to export query results, you can now export queries in XLSX format.

For more information, see Query and Query Editor.

Treasury: Manual payment processing improvements. From Treasury, Bank accounts, you now generate check, EFT, and bank drafts for payments manually in a more efficient and reliable way! Payments run in the background so you can continue working without interruption. When complete, you now access them in Notifications under your top-level navigation bell, even after you close your browser!

Note: These changes don't impact Payment Assistant.

To learn more about these changes, review the Processing Payments Manually Tutorial tutorial and watch this demo.

Improved descriptions for user history action types. To make it clearer who initiated a change and to provide more information about the change, we enhanced the descriptions for the following action types:

• User deleted — we now indicate if the user was removed due to 90 days of no activity after access was initially granted.

• BBID name or email address changed — we now indicate if an organization's identity provider initiated the change and if the change obfuscated data to remove personally identifiable information when the account was deleted.

For more information, see User and Role Audit History.

View user role permissions. To make it easier to review the permissions associated with a role for a user, admins can now view the details in context. If a user doesn't have access to all tasks and permissions associated with a role, admins can select the role from the user's profile or from the Users page to see the tasks and permissions assigned to the user. For more information, see View user access for a specific role and View user role details.

Project distribution report for Cash receipts The Project distribution report for Cash receipts lists debit and credit amounts for General Ledger projects created by Cash receipts transactions and their adjustments. For example, you can select to show all transactions and associated debits and credits for a specific project.

Attachments: File type support change. For security purposes, we no longer support the ability to upload .htm, .html, and .mhtml files for attachments.

For more details about attachments, including a list of supported file types, see Attachments.

Export. The ability to add and edit exports is now available for all modules in web view!

Depending on user permissions, you can access Export under General ledger, Receivables, Payables, Treasury, and Fixed Assets.

For more information, see Export.

Action status. You can now add a status to the actions you create for records. For example, you might give an action a “Pending” status to indicate it still needs to be addressed.

For more information, see Actions.

Filter by queries payment processing. To improve payment processing, you can now filter by queries when selecting a payment method.

Note: This filter is only available for Invoice and Vendor query types.

Search available query fields. To help you quickly find fields, you can now search for available query fields from the query editor. For more information, see Query Editor.

Enhancements to Query. We’ve made the following improvements to Query:

Export for General ledger. The ability to add and edit exports is now available under General ledger in web view! Currently, you can run and delete exports from all modules. With this release, we added the ability to add and edit exports for General ledger.

For more information, see Export.

Product alerts. The ability to add and edit exports is now available under General ledger in web view! Currently, you can run and delete exports from all modules. With this release, we added the ability to add and edit exports for General ledger.

You can now add alerts to product records. For more information, see Product Record.

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

For details, see Add a user.

Set user access expiration dates. 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 a user and Edit user roles.

Payables - manage products. You can now add and edit product records in web view. Using product records saves time when adding line items on purchase orders because you can quickly select a product you previously created, instead of entering the information every time you create a purchase order for identical items.

You can add products from the Products list page under Payables. For more information, see Add Products.

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

For more information, see Format Check Settings.

Grant records - add reimbursement rules. 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 more information, see Add Reimbursement Rules.

Blackbaud 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 more information, see Add a Report.

Products list page. You can now view your product records in web view. Using product records saves time when adding line items on purchase orders because you can quickly select a product you previously created, instead of entering the information every time you create a purchase order for identical items.

You can access the Products list page under Payables. For more information, see Products.

Enhancements to query search. 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 more information, see Query and Query Options.

Deposits - establish payment defaults. 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 more details, see Add Deposits.

Payables - individually print purchase orders. 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 more information about purchase orders, see Purchase Orders.

Export. The ability to export records is now available in web view! Depending on user permissions, you can access Export under General ledger, Receivables, Payables, Treasury, or Fixed Assets. From the new Export list pages, you can access and run existing exports. For more information, see Export.

Manage fiscal years. You can now pre-close and close fiscal years in web view. 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 more information, see Manage All Fiscal Years.

Add notes to voided payments. 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.

Payables - manage recurring invoices. 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 more information, see Recurring Invoices in Payables.

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

For more information, see Account Distribution Report for Cash Receipts.

Manage payments. You can now edit payment records in web view. 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 the Register tab of the Bank account.

For more information, see Bank Account Adjustments.

Merge queries. To combine records from two queries into a third static query, you can now merge queries in web view.

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 more information, see Merge Operators.

Import. The ability to import records is now available in web view!

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

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

For more information, see Enhancements to the help experience.

Add, generate, and print purchase order forms. You can now add, generate, and print purchase order forms in web view.

Purchase order forms include order details for goods or services provided by a vendor. You can work with these forms in several ways:

• From Payables, Communications, under Purchase order forms, select Add.

  When you add or edit, select options and enter details to customize your form. You can always go back and update parameters when needed.

  Depending on your needs, save and generate the form immediately or save and return at a later time. After the form generates, you can print or export.

• From Payables, Purchase orders, select Generate from the menu of a purchase order (as long as the status isn't closed or canceled). Then choose to generate an existing purchase order form or add a new one. After the form generates, you can print or export.

• From Payables, Purchase orders, select a purchase order number to view the record (to print, the status must not be closed or canceled).

  From the action bar, select Generate (or More actions, Generate), then choose to generate an existing purchase order form or add a new one. After the form generates, you can print or export.

• From Settings, Payables, you can add and manage signatures and logos to include on your purchase order forms. Under Configuration, select Signatures and Organization logos.

  Tip: When you're ready to add and generate your purchase order form, specify which logo and signatures to include under Parameters, Purchase order format.

For more information, see Payables Communications and Purchase Order Records.

Payables recurring invoices. From Payables, you can now view 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.

View role history. To help admins understand changes to roles in their organization and the impact to users, admins can now view role history. From Security, Audit history, Role history, admins can see the details of task and permission changes for each role change.

For more information, see User and Role Audit History.

Manage electronic signatures. Electronic signatures are images you can use on checks, purchase orders, and receipts.

Depending on user permissions, you can add, edit, and delete signatures from the Settings page in Treasury and Payables.

For more information, see Manage Signatures.

Recurring invoices business rules. Payables business rules help you customize standard procedures and requirements to suit your organization. With this release, we added the Recurring invoices business rule, which allows you to activate reminders for generating invoices and designate how many days in advance to display the reminders.

Query. Query is now generally available in web view. You can now add and edit supported queries to search for records that meet criteria. To navigate to Query, select it from the following:

• General ledger

• Payables

• Receivables

• Treasury

• Fixed assets

For more information, see Query.

Vendor selection for requisitions. When you create bulk purchase orders from approved requisitions, the Vendor column is now editable, allowing you to select and change the vendor. This is helpful when you want to associate a particular vendor with a purchase request line item. For more information, see Add purchase orders.

Manage check logos. With this release, you can now associate logos with checks. Under Pay invoices on a bank account record, select Format check settings to associate logos with checks. For more information, see Format Check Settings.

Requisition profile report. From Reports in web view, you can now add and run the Requisition profile report. This report presents biographical and summary information for specified requisitions and subordinate line item detail for a specified period of time. For more information, see Requisition Profile Report.

Service and sales analysis report. Under Reports in web view, you can now add and run the Service and sales analysis report. This provides transaction information for clients and products. For more information, see Service and Sales Analysis Report.

Client account activity. Under Reports in web view, you can now add and run the Client account activity report to show transactions for specific clients.

Assign view-only access. You can now provide users the ability to view data, but not modify it. In Security, Record security, from the menu of a user, select Assign view-only access. For more information, see Record Security.

• Manage user permissions. Admins now manage all aspects of user permissions in web view. User permissions currently managed in database view through security groups now appear as "permission roles" in web view. These web view permission roles include names and descriptions that correlate to the original database view security groups.

  Tip: You can edit the name and description for security groups at any time.

  Note that you can still view user permissions in the database view as read-only.

  To learn about record security in web view, see Record Security.

• Expense management settings - add approval rule groups. From Expenses, Settings in web view, use the new Approval rule groups tab to add, edit, and delete approval rule groups, associate approval rules, and specify which users to include in those groups. These new approval rule groups are no longer tied to the security groups you previously configured in database view (from Accounts Payable, Administration).

  From Expenses, Settings, Approval rules in web view, you can continue to add new approval rules, as well as edit and delete existing ones. This is existing functionality. However, note that when you select Edit groups, the list only displays the approval rule groups added from the new Approval rule groups tab and are no longer tied to the security groups you previously configured in database view (from Accounts Payable, Administration).

  For more information, see Approval Rule Groups.

• Manage bank group security and assign users. Previously, you managed security groups for bank accounts in database view. Now, you can add, edit, and delete bank security groups in web view, and specify which users are included in those groups. Moving this workflow to web view will open more opportunities to release important features.

  From Security, Record security in web view, you can work with bank security groups, manage user security for those groups, and confirm access. Previously, you worked with these settings from Administration, Set up system security in database view.

  For more information, see Record Security.

• Manage signature security. Previously, you managed signature security in database view. In web view, you can now allow users to select and use specific signatures. Moving this workflow to web view will open more opportunities to release important features.

  From Security, Record security, User security in web view, you can manage security for signatures. Previously, you worked with these settings from Administration, Set up system security in database view.

  For more information, see Record Security.

• Manage account security. Previously, you managed account security in database view. In web view, you can now allow users to grant or prevent access to all or selected accounts.

  From Security, Record security, User security in web view, you can manage security for accounts. Previously, you worked with these settings from Administration, Set up system security in database view.

  For more information, see Record Security.

• Manage project security. Previously, you managed project security in database view. In web view, you can now allow users to grant or prevent access to all or selected projects.

  From Security, Record security, User security in web view, you can manage security for projects. Previously, you worked with these settings from Administration, Set up system security in database view.

  For more information, see Record Security.

• Business rules for Payables. You can now manage payables business rules in web view. Payables business rules help you customize standard procedures and requirements to suit your organization.

  To define payables business rules, navigate to Settings, Payables.

  For more information, see Payables Business Rules.

• Configuration settings for Payables. You can now manage payables config settings in web view. Config settings help you define options and features to customize Payables. For example, you can adjust settings to increase the efficiency of your record keeping and improve data entry.

  To configure payables settings, navigate to Settings, Payables.

  For more information, see Payables Configuration.

• Add and manage purchase orders. You can now add and manage purchase orders in web view. Purchase orders are used to track and manage orders to outside organizations.

  To add or view existing purchase orders, navigate to Payables, Purchase orders. You can also add and manage purchase orders for a vendor from their vendor record. For more information, see Vendor Record.

  For more information, see Purchase Orders.

• Add and manage purchase order receipts. You can now add and manage purchase order receipts in web view. When you create a receipt for a purchase order, you automatically generate the entries required to reverse encumbrance transactions posted from a purchase order. A receipt also acts as a template you can use for creating invoices for items you have received.

  To view purchase order receipts, navigate to Payables, Receipts. From the purchase order record, receipts info also displays from the Receipts tile and the Receipts tab.

  For more information, see Purchase Order Receipts.

• Add more line items. You can now add default flat amount line items (formerly miscellaneous line items), such as freight charges and local sales taxes, to quickly select them when you create purchase orders.

  To add default flat amount line items, navigate to Configuration under Settings, Payables.

  For more information, see Flat amount line items.

Receipt report. From Reports in web view, you can now add and run the Receipt report for Payables. This report presents extended cost information versus actual cost information for line items received. This is an activity-based report and compares the line item extended cost to the receipt amount for each line item receipted in Accounts Payable.

For more information, see Receipt Report.

Requisition detail report. From Reports in web view, you can now add and run the Requisition detail report. This report lists subordinate line item detail for specified requisitions and periods of time. All totals are presented in terms of transaction totals and do not include outstanding balances.

For more information, see Requisition Detail Report.

GASB - Statement of revenues, expenditures, and changes report. From Reports in web view, you can now add and run the Statement of revenues, expenditures, and changes report. This report provides a summary of your organization’s financial activity over a time period you select.

For more information, see GASB - Statement of Revenues, Expenditures, and Changes.

Manage international addresses. From General ledger, Settings, International addresses, you can add, edit, and delete countries; specify abbreviation and address formats; and choose to synchronize address fields.

For more information, see International Addresses.

Treasury: Duplicate payment business rule. You can now establish duplicate payment criteria to identify and warn users when duplicate payments exist in Treasury.

From Settings, Treasury, under Business rules, select Payments. Select the payment field, enter the character length to compare payments, and select Check for duplicate payments.

You can also select whether to warn users that duplicate payments exist and prevent them from saving these payments.

For more details, see Business rules.

Manage check logos. With this release, you now have the ability to add, edit, and delete check logos in web view. To manage check logos, go to Treasury, Settings.

For more information, see Manage Logos.

Manage EFT settings. With this release, you now have the ability to manage EFT settings web view. To manage EFT settings, go to Format settings on the Pay invoices tile of the bank account record.

For more information, see EFT Settings.

Treasury: Generate receipts for payments. You can now generate and print receipts for payments from Treasury.

• First establish format receipt options from Settings, Treasury. Under Deposits, select Format receipts to include your organization's address and email on the receipt. For more details, see Format receipt.

• You can generate and print receipts from the Payments tab or from the payment's record.

  Under Payments, select one or more payments, then select Generate receipts at the bottom of the list. You can then choose to generate or preview. After the receipt displays, you can download and email, or print and mail.

  Tip: To generate multiple receipts, simply select the checkbox for each payment you want to receipt. For more details, see Payments.

• From a payment's record, select Generate receipt on the action bar.

  The same message displays for you to confirm you want to generate the receipt or preview it. After the receipt displays, you can also download and print it. For more details about generating receipts, see Generate and print receipt.

Journal entry batch enhancements. To improve efficiency as you work with journal entry batches, we made the following enhancements:

• Apply project distribution sets when splitting distributions

  When you add or edit a regular or recurring amount batch, you can now apply project distribution sets when splitting distributions. From the split distribution screen, select More, Apply project distribution set to apply predefined sets that you created in General ledger, Settings, Distribution sets.

• Save and post a batch

  When you add or edit a regular batch and choose Approved as the batch status, you can now select Save and post.

• Run a batch detail report

  To create a batch detail report for a regular batch, you can now select More, Run report from the action bar of a batch record. Choose from existing batch detail report parameters, then select Run.

• Select a journal reference when copying

  You can now specify a journal reference in two additional ways:

  • Add a regular batch and choose Copy from recurring batch.

  • Select Copy batch from the action bar or menu of either batch type, and choose to copy a regular batch type.

For more information, see Batch Records.

Expense management - view all invoices. We recently added the View all invoice requests tile to Expense management. This allows you to easily view the status of all your invoice requests, so that you can make updates as necessary.

For more information, see View All Invoice Requests.

Customize table description length. When you add tables in web view, you can now specify the length of the table short description. Previously, tables created in web view had a designated length of 6.

For more information, see Manage Tables.

Create purchase orders from purchase requests. You can now add purchase orders from approved purchase requests in web view.

For more information, see Add purchase orders.

Blackbaud Marketplace permissions. We're improving how you manage SKY applications to Financial Edge NXT. Previously, the environment admin was the only role that had permission to manage SKY applications in your environment. Now, you can assign permissions with a greater level of granularity to enable any user to manage SKY applications in the Marketplace. Decide who can connect and disconnect applications, and who can approve scope changes. For more details, see the Permissions to connect applications help.

Add and manage recurring amount journal entry batches. Recurring amount batches are useful when you work with transactions that occur on a regular basis. Once you create a recurring batch, save time by using it as a template to create additional ones. For example, create a recurring amount batch to post utility bills or lease payments without creating a new batch for each instance.

From General ledger, Journal entry, you can now add, edit, and delete recurring amount journal entry batches in web view. Previously, recurring amount batches displayed on the Journal entry batches page, but you couldn't work with them. You could only identify them as recurring amount batches under Batch type.

For more information, see Add a Batch.

Access and manage credit memos. From Payables, Credit memos, you can now access credit memos in web view.

With this enhancement, you can now view and manage all credit memos in a more holistic way. As with other list pages, you can manage common tasks such as add, edit, view, and delete directly from Payables.

Tip: From a vendor record, you can still access and work with vendor-specific credit memos as before.

For more information, see Credit Memos.

Online security. You can now define online security for your expense management users in web view. To define online security, go to Expense management settings, and select User settings, Edit security. Use the tabs on the left to select Purchase request security or Invoice request security.

Purchase request settings. You can now define business rules for purchase requests in web view. Business rules help you customize standard procedures and requirements to suit your organization. To define purchase request business rules, select Expenses, Settings, Business rules.

You can also apply approval rules to purchase requests in web view. Approval rules route purchase requests to selected reviewers. When you create an approval rule, specify whether the rule is for invoice requests, purchase requests, or both. This information will display in the Type column of the Approval rules grid.

Expense management settings. You can now specify default approval rules to use on purchase requests. To select a default approval rule, select Edit on the Edit my settings tile. You can also set up notifications and out of office forwarding for your purchase requests. From the Edit my settings page, under Purchase request notifications, select the types of notifications you want to receive, and when to send them.

Journal references for posting. You can now customize journal references in web view. A journal reference is a user-defined, alphanumeric code added to each journal entry transaction during batch creation. Use journal references to track details and compare transactions with source documents.

Under General ledger, Settings, Posting info, customize these journal references using prefixes for adjustments and reversals, journal values for transactions, as well as field and length details.

Note: This feature released for all subledgers except Receivables on January 29, 2024. Receivables soon followed on February 14, 2024.

For more information, see Posting Info.

Optimize fiscal years. You can now optimize fiscal years in web view. This process summarizes transaction data for a fiscal year to improve report processing speed. We recommend you optimize fiscal years when transactions are no longer being added. To optimize fiscal years, go to General ledger, Fiscal years, Manage all fiscal years, and select Optimize.

For more information about invoices, see Manage All Fiscal Years.

New budget tile on grant record. The Budget tile is now available on grant records in web view. Use the Budget tile on the grant record to add, edit, and view budget information. Budget displays a summary of budget activity information, including actual and budgeted amounts for a specified time period.

Yodlee Enhancements. If you use Yodlee for your bank and credit card feeds, there are several new features.

Tip: Yodlee is your third-party financial aggregator for bank and credit card feeds in Financial Edge NXT. For more details about the Yodlee upgrade, review Key Benefits on their website.

Refresh Online Transactions

• Download and clear on the Bank accounts page has been replaced with Refresh on individual bank account records. As a reminder, you refresh an account to download online transactions from Yodlee for the account. You can select Refresh from the row's menu in the list of bank accounts or under Online balance on the bank account record

• Refresh all on the Credit card accounts page has been replaced with Refresh on individual credit card account records. As a reminder, you refresh an account to download online transactions from Yodlee for the account. You can select Refresh from the row's menu in the list of credit card accounts or beside Online balance on the credit card account record.

Tip: Refresh was previously called Refresh transactions for credit card accounts.

Post dates for Yodlee transactions

• To help minimize duplicate transactions when refreshing Yodlee, only posted transactions with a post date from the financial institution now download to Financial Edge NXT. Be aware this may briefly indicate transactions are missing if some disappear after refreshing again. These transactions aren't missing but were removed during the refresh because they did not have a post date from the financial institution.

Yodlee Upgrade. The Yodlee upgrade is now available for some of you to improve efficiency and your overall customer experience for bank and credit card feeds. This upgrade also improves security.

Tip: Yodlee is your third-party financial aggregator for bank and credit card feeds in Financial Edge NXT. For more details about the Yodlee upgrade, review Key Benefits on their website.

Scheduling the upgrade

We're making the upgrade available in waves. For some of you, an admin at your organization will be prompted immediately to schedule it from Treasury in Financial Edge NXT. From the Bank accounts and Credit card accounts pages, a banner displays for admins with a schedule the upgrade link. Other organizations will be prompted in an upcoming wave.

• The schedule options an admin can select are:

  • Now

  • Tonight at 11:30 PM (your time)

  • Automatically upgrade on (10 days from when the upgrade is made available to your organization)

  • Specific date and time (must be within 10 days)

• During the upgrade process, your Financial Edge NXT bank and credit card accounts are unlinked from your online accounts. Be aware that after the upgrade completes, you must re-link these accounts.

After the upgrade

After the Yodlee upgrade completes, several features have changed.

• The list of bank accounts and the list of credit card accounts includes a new Online status column option you can select to display. This column determines if the account in Financial Edge NXT is actively linked to an online account or if it "Needs attention." When an account needs attention, you must take additional steps to successfully link the account to one online. For example, it's possible you need to select a checking or savings online account or you may need to update credentials for the financial institution.

  The Online status column replaces the [x] bank accounts have incomplete setup banner above the list of bank accounts and the Bank account setup is incomplete warning in the Account column. For credit cards, the column replaces the Update needs attention warning above the list of credit card accounts.

Calculate depreciation filters. To provide more control over Fixed asset depreciation calculation, you can now add filters directly from the Calculation settings screen in web view. Filters include, Assets, Classes, Locations, Departments, and Asset custom fields.

For more information, see Calculate Depreciation.

Business rules for Fixed assets. You can now manage business rules for Fixed asset transactions in web view. With business rules, you can customize standard procedures and requirements to suit your organization.

To define transaction business rules, select Settings, Fixed assets.

For more information, see Fixed Assets Business Rules.

Edit account structure. Under General ledger settings, you can now edit the account structure to update the segment order, add new segments, or increase segment length.

For more information, see Account Structure.

Bank account record: Register tab sorting improvements. On the Register tab for bank account records, we improved the way you sort recent transactions to view account balances.

Now, when you sort the list of transactions in descending order by Date, Clear date, or Post date to display the newest transaction first, Current balance displays in reverse order. The subsequent rows also now display the correct "as of" balance for each transaction in the Account Balance column, in order of newest to oldest transaction.

Tip: The most recent sort option you selected remains in place until you select a different one.

Note: To retain the previous experience, simply sort by ascending dates or by any other column.

For more information about the Register tab, see Bank Register.

Business rules for Fixed assets. You can now manage business rules for Assets in Fixed assets in web view. Business rules help you customize standard procedures and requirements to suit your organization.

For more information about Fixed assets business rules, see Fixed Assets Business Rules.

Sort and print checks. You can now specify a sort order and direction when printing checks. For example, you may want to print checks for a specific vendor first, followed by other vendors. From the Edit payment run settings screen, select a sort order and direction.

Tip: As a reminder, you edit payment run settings in Treasury. From the menu of a bank account, select Process payments and specify Computer check. After you Show print settings, select to edit the payment run settings.

For more information, see Payment Run Settings.

Project distribution report. Under Reports, you can now run the Project distribution report in web view. This report lists all debits and credits associated with each project in either detail or summary format.

For more information, see Project Distribution Report for Payables.

Default accounts in Fixed Assets web view. You can now set up default accounts in Fixed Assets web view. Default accounts provide flexibility in designating accounts for particular transactions.

For more information, see Default Accounts in Fixed Assets.

Rename reports. You can now rename your existing reports from the Reports list page in web view. To rename a report, select Rename from the menu.

Tip: You can also update the report description from the Rename report screen.

Manage tags for financial reports. Under Reports, you can now add and manage tags in web view. Use tags and categories to organize, filter, and manage details for your financial reports based on General ledger, Payables, Treasury, and Fixed asset.

For example, create a "Year" category and add new tags for each year you want to include. You can then associate these tags with specific reports and filter as needed. To support tagging, look for the following enhancements as you work with reports:

• From the Reports list page, select Manage tags. For General ledger, Payables, Treasury, and Fixed assets, use the menu to insert, move, edit, and delete categories and tags.

• From a report's menu on the Reports list page, select Associate tags. Search for and associate one or more existing tags with a report.

• You can mark a tag Active or Inactive. To update your selection, edit the tag.

• Tags you add through web view now display as filter options. Continue using tag filters to better organize and display reports.

Tip: As you adjust tags and categories over time, you may need to update a report's name and description. From a report's menu, select Rename.

For more information about reports, see Reports.

Grant activity tile. Use the Activity tile on the grant record to view all project and transaction code activity associated with the grant. From this tile, you can view total revenues, expenses, gains, losses, gifts, transfers and adjustments for a fiscal year.

You can filter activity by regular, encumbrance, and fiscal year. For more information, see Grant Activity.

Budget adjustments report. Under Reports in web view, use this report to list adjustments to account, grant, and project budgets. This report includes original budget information with adjustments and final budget information.

Budget adjustments journal report. Under Reports in web view, use this report to list adjustments to account, grant, and project budgets for a time period you select. It can include the dates adjustments were made and who made the adjustments.

After you add a report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Budget Adjustments Report and Budget Adjustments Journal Report.

Distribution sets. Under Distribution sets from General ledger, Budgets, you can now add, edit, and delete distribution sets in web view.

Distribution sets are predefined templates that include details such as accounts, projects, transaction codes, and the amount or percentage to be used for the distribution. You select these sets from the distribution grid across feature areas (for example, when adding invoices). Prior to this release, you added, edited, and deleted distribution sets directly in database view. You could only select and apply them in web view.

For more information, see Distribution Sets.

Business rules for Fixed assets. You can now manage General business rules for Fixed assets in web view. Business rules help you customize standard procedures and requirements to suit your organization.

For more information about Fixed assets business rules, see Fixed Assets Business Rules.

Grant budget versus actual report. Under Reports, you can now run the Grant budget versus actual report in web view. This general ledger report displays budget info and the actual activity of selected grants and accounts. Use this report to compare actual and budgeted revenue and expenses for a grant.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Grant Budget Versus Actual Report.

Transaction journal. Under Reports, you can now add and run the Transaction journal in web view. This general ledger report lists debits and credits entered directly from General ledger, Journal entry or from another Blackbaud solution.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Transaction Journal.

Credit memo report. Under Reports, you can now add and run the Credit memo report in web view. This report provides a detailed list of vendors’ credit memo activity, including the amount used for each vendor and the amount of credit outstanding per vendor record.

Use this report to determine all total outstanding credit memos issued to date that you need to apply before you pay vendor invoices.

Encumbrance report. Under Reports, you can now add and run the Encumbrance report in web view. An encumbrance is an item an organization has ordered but not yet paid for. This report displays outstanding debts on purchase orders as well as the purchase order details, extended cost information, and grand totals for the detail definitions.

Increase and decrease budgets by period. Under General ledger, Budgets, you can now increase and decrease account, project, or grant budgets by periods.

To update amounts, select Increase or Decrease (respectively) from a budget's action bar. These options offer flexibility and allow for a more efficient budgeting process as changes arise. For example, you may find it helpful to copy and update a budget scenario, then compare it to the original.

For more information, see Budgets.

Export details for fields and tables. From Settings, Fields and tables, you can now export details from Custom fields, System fields, and Tables. By exporting, you can view and use this data in a more flexible way.

To export field and table details to an Excel .XLSX file, select Export on the action bar of either tab.

Tip: From Tables, you can export the list of tables as well as the data within the tables.

Tip: If you use the Journal Entry Batch Creator add-in, use exported information such as transaction codes to create journal entries.

For more information, see Fields and Tables.

From General ledger, you can now export account, project, and grant activity details from their respective records. By exporting, you can track and analyze your organization's account, project, and grant activity in a more granular way.

As you drill through and analyze data from the Activity and Budget tiles for these records, to export details to an Excel .XLSX file, select Export on the action bar.

For more information, see Account Record, Project Record, and Grant Record.

Batch detail report. Under Reports, you can now add and run the Batch Detail report in web view. This report provides detailed information about selected batches and transactions within those batches.

The report can include batch number, batch description, number of transactions, balance, status, date posted, who created and posted the batch, and batch notes. Transaction information includes transaction number, account number, account description, journal, journal reference, transaction date, transaction debit or credit amount, and transaction distribution details.

Budget distribution report. Under Reports, you can now add and run the Budget Distribution report in web view. This report lists budget distributions for account, grant, and project budgets for a time period you select. You can include budget and account notes on this report. You can also include percentages and accounts with zero budgets.

Export account code details. From General ledger, Settings, you can now export account code details. By exporting, you can view and use account code descriptions, report categories, and account types (contra or control) in a more flexible way.

To export account code details to an Excel .XLSX file, under GL setup, Account codes, select Export on the action bar.

For more information, see Account Codes.

Increase or decrease total budget. Under General ledger, Budgets, you can now increase or decrease amounts for an entire account, project, or grant budget.

To update amounts, select Increase or Decrease (respectively) from a budget's action bar. These options offer flexibility and allow for a more efficient budgeting process as changes arise. For example, you may find it helpful to copy and update a budget scenario, then compare it to the original.

For more information, see Budgets.

Business rules for General ledger. You can now manage General ledger business rules in Financial Edge NXT. General ledger business rules help you customize standard procedures and requirements to suit your organization.

To define business rules, navigate to General ledger, Settings.

Note: The options that appear under Settings are based on the user’s permissions.

You can now set the following General ledger business rules in web view:

• General

• Fund

• Project

• Budget management

• Journal entry

• Transaction

• Chart organizer

• Grant

Note: Changes made to General ledger business rules do not always take effect immediately. If you encounter this, we recommend you give the system time to apply the changes.

For more information, see Business Rules for General Ledger.

Projected Depreciation report. Under Reports, you can now add and run the Projected Depreciation report in web view. The Projected depreciation report projects deprecation for future years for selected assets.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Projected Depreciation Report.

Printing checks. To improve the check printing process, you now export checks to PDF and print checks directly from the PDF. Previously, you selected Print directly from the Print checks page and Pre-payment report.

Now you will select Export PDF from the Print checks page and Pre-payment report.

You can still print checks, you just have to export to PDF first. No other print settings have changed, so you can still access Format check settings to validate the content and alignment, or change the print date. When exported and saved, the printer will print as it is in the PDF.

Ending support for this feature enables printing across multiple browsers and helps avoid printing errors that could cause you to void payments. For example, since errors such as paper jams, low ink, or network disruptions can occur during printing, users often need to void payments and start over. In addition, some browsers don’t support check printing which leads to workflow interruptions and frustration.

1099 Activity report. Under Reports, you can now add and run the 1099 Activity report in web view. The 1099 activity report lists payments made against invoices with assigned 1099 boxes. The info is summarized by individual box and vendor over a specified time.

Invoice History report. Under Reports, you can now add and run the Invoice History report in web view. The Invoice History report lists invoices and their balances according to the application of payments, credit memos, and adjustments over a specified date range.

Transaction Register report. Under Reports, you can now add and run the Transaction Register report in web view. This report lists a summary of Payables transactions during a specified date range.

Use this report to reconcile Payables transactions to the general ledger and provide a detailed list of invoice transactions, credit memo transactions, and associated general ledger distributions.

Project Budget vs. Actual report. Under Reports,you can now add and run the Project Budget vs. Actual report in web view. The Project Budget vs. Actual report provides budget information and reports the actual activity of selected projects and accounts.

Disposal Gain/Loss report. Under Reports, you can now add and run the Disposal Gain/Loss report in web view. This report lists all assets disposed of in a specified date range. Use this report to verify disposal transactions posted accurately to the general ledger.

Aged Accounts Payable report. Under Reports, you can now add and run the Aged accounts payable report in web view. This report lists an aging timeline for each invoice, amounts due to vendors, and a list of open invoices and credit memos associated with selected vendors.

This report is useful on a weekly or monthly basis to confirm timely payment of invoices.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Aged Accounts Payable Report.

Under General ledger, Budgets, you can now load accounts to your budget scenarios based on one or more filters. This workflow saves time and improves your budgeting process.

Tip: To load accounts into an existing scenario, when editing, select Load accounts from a budget's action bar.

For more information, see Edit Scenario.

Statement of Functional Expenses. Under Reports, you can now add and run the Statement of Functional Expenses report in web view. This report provides functional expense information over a specified period of time.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Statement of Functional Expenses.

Account Distribution report for Fixed Assets. Under Reports, you can now add and run the Account Distribution report for Fixed Assets in web view. This report lists depreciation activity by General ledger account number.

For more information, see Account Distribution Report for Fixed Assets.

Journal entry batch enhancements. Based on feedback, we've made enhancements to the way you manage journal entry batch information.

• When adding and editing journal entries, you can now view additional journal entry lines.

• On the Journal entry batches page, from a journal entry's menu, you can now copy and reverse batches.

• On a journal entry batch record, you now access attachments and add-ins from a record's quick view on the right side of the screen. Previously, these were accessed through tiles on the record.

• On the journal entry batch record, you can now view 100 journal entry lines per page. Previously, you could only view 50 lines per page.

For more information, see Journal Entries.

Copy and forecast budget scenarios. Under General ledger, Budgets, you can now copy and forecast budget scenarios.

When you add a budget scenario, you can choose to copy budgeted or actual amounts from one fiscal year to another. When you copy current year actual figures, you can project actual figures for the remainder of the year. This helps create the budget for the next fiscal year based on current year activity (prior to the end of the current year).

Tip: To copy and forecast from an existing scenario, select More, Copy and forecast from a budget's action bar.

For more information, see Budgets.

Cash requirements report. Under Reports, you can now add and run the Cash requirements report in web view. This report lists the cash amount required to meet your organization’s obligations on a specified date.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Cash Requirements Report.

Interfund sets. With this release, you can now add interfund sets in Financial Edge NXT web view! Use interfund entry sets to transfer activity between accounts in different funds and ensure distributions balance. Previously, you had to access the database view to manage interfund sets.

You add interfund sets under General ledger settings.

For more information, see Interfund Sets.

Payables reports. Under Reports, you can now add and run the Vendor activity report in web view. This report lists transactions generated in Payables over a specified period of time.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Vendor Activity Report.