What's New

Blackbaud Financial Edge NXT releases new features on a regular basis, so keep an eye on this space for details about these additions! Some features will release generally for all customers while others will be available in waves - as small, usable increments. Similarly, some will release to our United States customers first, while support for other locales will be added to future releases. We'll note locales so that you can be aware of what's available.

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

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

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

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

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

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

From Analysis, Reports, you now generate reports in a more efficient and reliable way! Reports process in the background so you can continue working without interruption. When complete, you now access them under your top-level navigation bell, even after you close your browser.

Also, report options have changed. Run and Export have been replaced with four new Generate options that streamline the report generation process, making it easier to select the format that best fits your needs.

  • Generate PDF. Generates a PDF file of the report.

  • Generate Excel. Generates an Excel file of the report that includes multiple report titles and multiple column headers.

  • Generate Excel data. Generates an Excel file of the report that includes one report title with one set of column headers. Use this for custom formulas and calculations.

  • Generate Word. Generates a Word file of the report.

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

For more details, watch the demo and review the Generate Reports Tutorial.

You can now merge clients from the Clients list page in web view.

For more information, see Merge Duplicate Clients.

From Reports, use the Client Account Activity Report to report on charges generated by clients and who is responsible for the charges. You can also run the report for charges for which clients are responsible, and who generated the charges.

For more details, see Client Activity Report.

We made the following Import enhancements:

  • Create sample import files

  • Export files with data

  • Download sample import files

  • Generate exception files

  • Additional field separators and text qualifiers now available when setting up import file layouts

For more details, see Create Sample Import File.

From Treasury, we improved several key areas in your bank reconciliation workflow. Based on customer feedback, these enhancements promote greater usability and findability with your reconciliation tasks.

  • Filter, search, and sort

    When reconciling from a bank account record, you now have more flexible filter options. For example, you can filter based on amount and date ranges, and transaction type. Along with filters, you’ll notice more robust search and the ability to sort ascending or descending.

  • Save reconciliation - more visible action button

    When reconciling from a bank account record, at the bottom of the reconcile screen, you can now select More, Save. In a future release, we plan to add other actions such as Post. This shift promotes visibility and aligns with existing button patterns.

  • Select and clear multiple transactions

    From a bank register, you can now clear multiple (or all) transactions, saving time and paving the way for other tasks.

  • Add attachments

    From a bank account record, you can now upload or link files as attachments, including images, PDFs, Word documents, or Excel spreadsheets.

    For more information, see Reconcile Bank Accounts and Bank Account Records.

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

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

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

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

  • Direct

  • Indirect expense

  • Indirect revenue

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

For more information, see Add Allocations and Allocation settings.

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

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

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

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

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

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Total Web Solution

As Blackbaud Financial Edge NXT shifts to a total web solution, we're moving features from database view exclusively to web view. As this shift progresses, we'll remove access to these features in database view.

To reduce the risk of service interruptions, gather feedback, and scale as needed, we're releasing these updates in waves instead of deploying everything at once.

For each feature area, we've listed "wave" dates to indicate when a feature area will begin to turn off in database view. If your organization is included in a wave, you will no longer have access to that specific feature beginning on the date listed. It's important to know that you may receive the updates immediately or in a future release.

To review feature areas and dates, see Total Web Solution.

Automate Payment Processing with Payment Assistant™

Payment Assistant automates and delivers vendor payments for you directly from Financial Edge NXT. With virtual card payments, accelerated ACH processing, and remote check printing, vendors are paid quickly and on time. By providing a faster, more cost-effective, and more secure way to pay invoices, you have more time to focus on your mission. Included in your subscription cost of Financial Edge NXT, Payment Assistant is now in General Availability (GA).

  • Group the invoices you need to pay into payment runs.

  • Use roles, permission, and approval tiers to decide who can create payment runs, who can approve them, and how many approvers are required based on the payment amount.

  • View the Payments tab to track the progress of individual payments.

  • When you select to pay invoices, REPAY®, our trusted payments technology partner, contacts them to select their preferred payment method. After set up, all communication with vendors is automated for subsequent payments.

  • When you create a payment run, use filters to help you find and select the invoices you are ready to pay.

You can access Payment Assistant from the Payables menu. The first time you navigate to Payment Assistant, you’ll go to the Getting started page. After you complete the onboarding steps, when you navigate to Payment Assistant, you’ll go directly to the Payment runs page.

Tip: Tip! Learn how Seth Hurd, Financial Controller and Director of Information Systems at Berwick Academy (Berwick, ME), adopted Payment Assistant!