Financial Edge NXT

Before posting billing or cash data to Financial Edge NXT (FE NXT), the integration setup must be completed and your billing items must be mapped in Setup GL Account Numbers. For details, see Can Tuition Management be integrated with FE NXT to export billing and cash?

Note: All exports sent over will be credited to the user who last authorized the connection between Tuition Management and Financial Edge NXT, not the user exporting the data.

  1. Select your school name in the top right to select the desired school year.

  2. Hover on Financial Edge in the menu bar and select Send Financial Edge Payment Data.

  3. Under Export, select Billing.

  4. Under Export Journal Entries For select the month/year for the billing you'd like to post to FE NXT.

    Tip: Best practice is to post billing for the prior month on the 1st of the following month.

  5. Under Account Receivable begin typing your A/R account and select the appropriate account from the drop-down menu.

    Tip: You may find it easier to locate the desired A/R account by entering the account code of the desired GL account.

  6. Select Preview.

  7. Verify the information including the deferred revenue schedule.

  8. Select Export to send the data to Financial Edge NXT where it automatically posts to your FE NXT General Ledger.

  1. Select your school name in the top right to select the desired school year.

  2. Select Financial Edge in the top menu bar and select Send Financial Edge Payment Data.

  3. Under Export, select Cash.

  4. Under Export Journal Entries For, select the transaction date for the journal entries you want to send to FE NXT.

  5. Under Account Receivable, begin typing your A/R account and select the appropriate account from the drop-down.

  6. Under Cash Export Mapping, complete the fields for General Ledger, Journal Code, and Project Code (if displayed).

    Tip: A Project Code is required if We use Project Codes is enabled in your setup. To review this setting, select Financial Edge in the top menu bar, then Set Financial Edge Settings.

  7. Select Preview.

  8. Verify the information that will be sent.

  9. Select Export to send your data to Financial Edge NXT where it automatically posts to your NXT General Ledger.