In my last blog , over in the Financial Edge Tips and Tricks area, I talked about keeping data clean. I typically include a tip or a trick but I forgot to do so in that posting (my apologies!). So, in this blog, for those of you using Financial Edge NXT I thought I’d toss out a few ideas related to keeping data clean. If you’ve taken any Blackbaud University ... more

Hello Financial Edge NXT Users!   We are excited to announce that we are looking for new users to join the next phase of our SKY Reporting Early Adopter Program!   As a member of the Early Adopter Program, you'll be provided with hands-on access to the earliest version of new Financial Edge SKY Reporting functionality, while providing Blackbaud with ... more

This release of Financial Edge NXT includes the addition of Fiscal Years. Fiscal years help define your organization's fiscal cycle and play a key role in your budgeting, forecasting and reporting efforts.  From the new Settings page in Control panel , you can now add and edit fiscal year details, such as descriptions, number of periods, and start and ... more

While your email address and password help secure your Blackbaud ID used to sign in to Financial Edge NXT and this Community, you can now try an extra layer of security! With two-step authentication, your Blackbaud ID requires a unique verification code — received on your personal device, to confirm your identity — in addition to your usual ... more

This release of Financial Edge NXT includes the Journal Entry Excel Add-in. The Journal Entry Excel Add-In is an application built by Blackbaud and available in Microsoft's Office Store. With the application, you enter transactions in a Microsoft Excel spreadsheet which you can then submit as a new journal entry batch to Financial Edge NXT . This ... more

You’ve probably seen the words New and Improved used together. I’ve often wondered how can something that already exists be both new and improved. How is that even possible? If something is new, it can’t be something that already exists, right? How can you improve something that is new? I ask myself these questions frequently and wonder if anyone else ... more

With this release, we introduce the general availability of check printing in Financial Edge NXT . Printing checks streamlines the invoice payment process because you no longer have to log in to the database view through Citrix to print checks! Now, when you select Print checks from a bank account's Pay invoices tile, a list of approved invoices ... more

The latest release of Financial Edge NXT includes several new features and enhancements. In SKY Reporting™, we added a new Receivables dashboard. From Analysis , Dashboards , to quickly assess incoming payment activity, select Receivables for a dashboard of key metrics. To maintain an accurate picture of your organization's accounts receivable ... more

With this release, we introduce new navigation in Analysis . In preparation for future enhancements in Analysis , you can now add and manage dashboards, such as Payables or Projects, from Analysis , Dashboards .  Previously, you worked with dashboards directly from Analysis . For more information, see Analysis . Several new features are currently in ... more

Imagine this—you are out to lunch at your favorite bistro. Your delicious entrée just arrived at the table, and the waiter has refilled your drink. While chatting with your co-workers, the conversation comes up about budget. They start asking questions such as, “Did fiscal period four show an improvement over period three?” You whip out your phone and ... more

We are pleased to announce general availability of the bank feeds and bank reconciliation features! Bank feeds- a new feature only available in Financial Edge NXT - is a time-saving feature designed to help you:   ·        Maintain accurate, up-to-date cash balances ·        Review and match transactions ·        Clear transactions daily in ... more

The latest release of Financial Edge NXT includes several new features and enhancements. In SKY Reporting , we introduced the Development Overview dashboard. To quickly assess your organization's overall fundraising efforts, select Analysis , Development Overview for a dashboard of key metrics. Under Development Overview , you have a ... more

With this release, we made several enhancements to SKY Reporting , starting with updated Transaction Code and Project Income and Expenses dashboards. When you add either of these dashboards, you can now select to view them with or without starting and ending balances. Viewing without balances may be helpful if you don't track projects or transaction ... more

With this release, we enhanced the workflow for copying a batch. Now, when you select More actions , Copy batch from an open, approved, or posted batch record, you are prompted to add a description and change the post date for the new batch. This streamlines data entry by eliminating the need to update each batch row individually. We also enhanced the ... more

For those who like how-to videos, check out our  Video Library  on the Financial Edge NXT Assistance and Resources page. Videos provide a great way to learn more about  Financial Edge NXT , and are perfect for those who want to see quick demos of  Financial Edge NXT  functionality. Our videos cover a variety of topics, including how to view detailed ... more

With this release we are excited to announce general availability of SKY Reporting ™. With SKY Reporting ™, you can quickly assess your organization's overall accounting performance and effectiveness. To help minimize impact, SKY Reporting  ™ has been releasing in waves — following some learning with early adopters — to every organization using ... more

We're excited to announce general availability of  SKY Reporting™ ! To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's financial activity. With  SKY Reporting™ , you can — at a glance — assess your organization's overall accounting performance and ... more

We want to take a moment to offer a reminder as you work in the web view of Financial Edge NXT .  If you encounter issues or have questions along the way, we recommend you contact Support before trying to complete your task in the database view of Financial Edge . You can quickly contact Support as necessary - If your maintenance plan is Advantage , use chat for ... more

As you work with Financial Edge NXT, we want you to complete tasks efficiently and enjoy the experience. To that end, we want to make you aware of all the great resources available to you. Using these resources can help you get started, learn about functionality, and provide fast answers to your questions. We recommend you familiarize yourself with ... more

With this release, we continued our work around exporting report data to Excel . When you select Export Excel data from any General ledger report, you export the report data with only one set of headers, footers, and column headers. This is helpful when you don't want repeated headers, footers, and column headers for every page in the excel spreadsheet. ... more

Today’s Financial Edge NXT release includes many new features and enhancements that we are very excited about, starting with our continued work around credit cards.  Last release we introduced new credit card functionality, including the Credit card account list and Credit card register. This release we added the ability to make credit card ... more

This release of Financial Edge NXT includes new credit card compatibility, as well as a new tax reporting enhancement in Payables . We’ve also released bank reconciliation functionality as part of our Early Adopter Program (EAP). Let’s start with the new Vendor type field on the vendor record. When adding a new vendor, you can now select whether the ... more

With this release, we introduced Bank feeds to a limited number of users. Bank feeds helps you maintain accurate, up-to-date cash balances, and provides the ability to review and clear transactions daily in preparation for reconciliation. From Treasury , when bank feeds are enabled, you can connect the online bank accounts of your financial ... more

When reviewing dashboard metrics in Analysis , you can use filters to include only records that meet specific criteria. For frequently-used filter selections, we recommend you save their view for your personal reuse. Follow these steps to quickly save a view:   In  Analysis , select the filters to apply to a dashboard. Select  Unsaved View ,  Save ... more

We’re thrilled to add Bank feeds (in limited availability) to  Financial Edge NXT ! Bank feeds is a new, time-saving feature designed to help you:   Maintain accurate, up-to-date cash balances Review and match transactions Clear transactions daily in preparation for reconciliation From  Treasury , when Bank feeds are enabled, you can connect the ... more

The latest release of Financial Edge NXT includes a couple really cool enhancements! You can now add a new report from the Reports list page in Financial Edge NXT when you select Add a report from the toolbar. On the Add a report screen, you can select the type of report you want to create, as well as specify report parameters and settings. When you add a new ... more

We're excited to kick off our Early Adopter Program (EAP) for a brand new feature in Financial Edge NXT ! With this release, we introduce SKY Reporting™ .   To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's financial activity. With SKY Reporting™ , you can — at a glance ... more

The Early Adopter Program (EAP) for our new SKY Reporting™ feature is just around the corner!   In preparation, we want to highlight a few differences between transactional reporting and SKY Reporting™ in Financial Edge NXT .   Reporting Reports are commonly used by accounting staff and other financial users (for example, to ensure your accounting ... more

With this release, we continued adding attachment functionality to records in Financial Edge NXT . You can now add attachments directly from the Add forms, under Attachments , as you create new vendors, projects, grants, and deposits.  This is a nice time saver, because previously, you could add attachments only from the Attachments tile on these ... more

Join us for our SKY Reporting™ Early Adopter Program! more

Financial Edge NXT has a web view and a database view. The web view is accessed from your web browser and the database view is accessed through Citrix . As you work in the product, you can move seamlessly back and forth between these two interfaces to access the information you need. To access the database view from Financial Edge NXT , simply select Open ... more

As a  Financial Edge NXT Community  member, we know you have valuable feedback, and we’d like to get your thoughts on the Blackbaud University experience. We hope you’ll spend five minutes to tell us how we are doing. As a sign of thanks, upon completion of the survey you’ll be entered in a drawing to win one of four  $25 Amazon gift cards !   At Blackbaud ... more

The latest release of Financial Edge NXT includes a ton of cool new features! To begin with, we continued adding attachment functionality to records in Financial Edge NXT . With this release, you can now add attachments to vendors, projects, and grants.  We also made enhancements batch attachments. You can now add attachments directly from the Add a ... more

Financial Edge NXT has a web view and a database view. The web view is accessed from your web browser, while the database view is accessed via Blackbaud Hosting Services and the Citrix Receiver on your desktop. For those of you who are new to Blackbaud Hosting Services, we want to make you aware of all the great resources available to you. We recommend you ... more

With this release, we made several enhancements to Reporting in an effort improve your experience as you work with reports. These enhancements include: Preview report without saving. You can now preview a report directly from the Edit report parameters form without having to save it first. This is helpful when you only want to preview a report or get an ... more

With this release we added the ability to delete reports in Financial Edge NXT . Over time the report parameters you save may become invalid or no longer needed. You can now easily delete these reports from the Reports list. When you delete a report, you completely remove it from the web view and database view. Keep in mind, you can delete only the reports to ... more

With this release, we added the ability to search for additional invoices when using the Copy previous invoice feature. For those not familiar with how the Copy previous invoice feature works, here is a quick overview – when adding an invoice from the Add an invoice screen, and you select an existing vendor, the last three invoices created for that ... more

With this release, you can now attach or link files to invoices in Financial Edge NXT . Attachment types include: images, PDFs, Word documents, Excel spreadsheets, and other files. To view or add attachments, go to the Attachments tile on the invoice record. And remember, because attachments live in the cloud, you can: Quickly upload files to the ... more

With this release, we added four new reports to the web view: Project financial statements . This report shows an Income statement and Balance sheet for individual projects. This gives you useful data for tracking financial information associated with individual projects. Chart of accounts report . The Chart of accounts report displays your ... more

With this release, we have added more Purchase order functionality to the web view. You can now open and view all purchase order records. The purchase order record stores all the information about the purchase order you need to track and manage. When you access a purchase order, general information about the purchase order appears at the top of the page, ... more

Want to be on the leading edge with Financial Edge NXT and see functionality before it is released to everyone?   Join our Early Adopter Program (EAP) and join select Blackbaud clients who are shaping Financial Edge NXT. Currently, we are testing the Bank Feeds functionality which allows you to connect the online bank accounts of your financial ... more

For those who like how-to videos, check out our Video Library on the Financial Edge NXT Assistance and Resources page .   Videos provide a great way to learn more about  Financial Edge NXT , and are perfect for those who want to see quick demos of  Financial Edge NXT  functionality.  Our videos cover a variety of topics, including the invitation process, ... more

The latest release of Financial Edge NXT includes the addition of two new reports in the web view: The Cash disbursement journals report shows all payments, including adjustments and fees, generated from the bank account(s). It reports on all outflows of cash for a specified period of time. Transactions may be presented in a summary format or with ... more

We’re thrilled to kick off our Early Adopter Program (EAP) for a brand new feature in Financial Edge NXT ! With this release, we introduce Bank feeds – a time-saving feature designed to help you:   Maintain accurate, up-to-date cash balances Review and match transactions Clear transactions daily in preparation for reconciliation From Treasury , ... more

With the April release, we added the ability to view purchase order information from the vendor record. The Purchase orders tile on the vendor record displays all purchase orders associated with the vendor, along with the order date, PO number, type and status. We have also added another Treasury report to the web view. The Cash receipts report lists ... more

In the March release, we added two new reports to the web view. The Project activity report displays project activity for a time period you select. For example, you can select a specific date or date range for the project activity to include. The AP Account distribution report provides distribution details for the transactions in Payables . The detail ... more

In the February release, we added three new reports to the web view, and made some data entry enhancements.  The  Trial balance report  report lists each account balance and indicates whether the total amount of debits equals the total amount of credits. The Bank register report displays the transactions in the bank account register. Depending on the ... more

For NXT users, both available interfaces offer different ways of viewing your information. Some users may work in one view, while others will work between the two. It is important to know the key differences.     Database View NXT Web View What is the URL? Login2.blackbaudhosting.com fenxt.blackbaud.com What do I use to sign in? ... more

Financial Edge NXT™ combines Blackbaud’s nonprofit accounting knowledge and a streamlined user interface in a cloud-based uber user-friendly solution. Even though the web interface design is highly intuitive, it’s vital that you know how to effectively create and manage the information you rely on in the Financial Edge NXT system. That’s why ... more

In the January release, we added two new reports. The Project detail report can be printed in summary or detail format. In detail format, the report provides general ledger account level balance and transaction detail information for projects within a selected date range. The summary format provides general ledger account activity at the ... more

In the November release, we updated how tasks are displayed on record toolbars. For example, you can now easily view and access all the tasks available directly from the toolbar. Previously, you accessed these tasks from the More actions menu on the toolbar.  With this release, record annotations are now called 'alerts.' As you work with records, you ... more

Report parameters determine what information is included in your Financial Edge NXT reports, and how that information is displayed.  For example, you can add and edit columns, column headings, and footer information. You can specify number and currency formats, and set filters to display only the information you want to include in the ... more

The latest release of Financial Edge NXT includes the following features and enhancements: Report parameters With this release, we continued to add report parameter functionality. For example, you can now use the Save as option to save a copy of the report parameters. This is helpful when you want to define your own set of parameters, or to add security ... more

Here are some tips to help you get everyone in your organization into the application! From Control Panel , system admins can easily send invitations to get people at your organization into Financial Edge NXT . They can also disconnect accounts as necessary to block access (or just fix incorrectly configured users). To get someone who already uses ... more

The latest release of Financial Edge NXT includes the following features and enhancements: Report parameters Report parameters determine what information is included in the report and how that information is displayed. The report parameters you set up and maintain in the database view appear in Financial Edge NXT . Likewise, when you edit a ... more

The September 18 release of  Financial Edge NXT  includes the following features and enhancements:  Supported browsers With this release, we added support for the Firefox browser. Financial Edge NXT now supports the following browsers: Chrome Internet Explorer 11 Firefox Note:  To print reports in  Firefox , you must install Adobe Reader and ... more

If you have rights to multiple databases, you can easily switch between these databases from the omnibar as you work in Financial Edge NXT . If you plan to access multiple databases at the same time, please review the following browser behaviors:   To access multiple FE databases at the same time from your browser, you must be logged in as ... more

The September 4 release of  Financial Edge NXT  includes the following features and enhancements:  Supported browsers We added support for an additional browser. In addition to Chrome , Financial Edge NXT now supports Internet Explorer 11 . Additional browsers will be supported in upcoming releases. Adjustment categories ... more

Financial Edge NXT users and users-to-be, this training is just for you! We’ve customized our curriculum for those of you beginning the Financial Edge NXT journey. Begin with Financial Edge: Fundamentals – Overview , and then focus on these four Financial Edge NXT specific topics. Each class is three hours long and includes a combination of ... more

In  Financial Edge NXT , you run reports from the Reports page. As you run reports in  Financial Edge NXT , you may want to change the report parameters. For example, perhaps you want to run a general ledger report that includes account activity for the current fiscal year instead of the last fiscal year. To do that, simply go to the ... more

When you are adding invoices for existing vendors in Financial Edge NXT , we recommend you take advantage of the Copy a previous invoice functionally to save time during data entry. This feature is really helpful when you enter a lot of similar invoices for vendors. When you add an invoice for an existing vendor, the last three invoices you created for ... more

The June 11 release of Financial Edge NXT includes the following features and enhancements:    Bank register.  You can now view the Bank register in Treasury . The bank account register displays transaction information specific to the bank account, such as sequence, date, type of transaction and amount, reference information, ... more

Need to reach a Financial Edge NXT Support Analyst for assistance but you don’t have time to call Support? Chat Support is the way to go! We are ready to troubleshoot and assist in any way we can. Even if you just want an update on an existing case or have questions regarding the new features, you can find the answers with Chat.  You can start ... more

As you work in Financial Edge NXT  there will be times that you have a question. For example, maybe you need to know what to enter in a particular field when adding an invoice, or perhaps you need to better understand the bank reconciliation process. We want to provide you with those answers. Financial Edge NXT provides you with some great ... more

We are very excited to announce that we have entered the beta testing stage for our brand new Knowledgebase! What’s new and exciting about Knowledgebase? -No more login! You no longer have to log in to www.blackbaud.com to search for answers. -Knowledgebase now includes product documentation and YouTube videos in addition to articles. ... more

Within The Financial Edge NXT we can currently complete the majority of tasks in Accounts Payable. We have the ability to add a vendor and add an invoice. After adding this information in NXT we can then approve and pay invoices and finally post depending on the work flow of your organization. While the majority of the content in NXT is the same as the database view but with a great new user interface, there are a few new features that make a day in the life of Accounts Payable much easier! Adding a Vendor Record Let’s start with adding a Vendor record. While most of these might already exist in your database, when new vendors come up we can add them in NXT. To complete this we will log into NXT, select Payables on the menu bar, and then Vendors below this. Here we will select the “add a vendor” button. All of the fields will be the same as in Financial Edge 7 but rather than tabs we will see the information divided into tiles. We can expand or collapse each tile using the grey arrows on the far right. Here we will add general, address, 1099, and custom field information as well as payment defaults and default distribution.  There are a few new features for the Vendor record in Financial Edge NXT. Attributes have been renamed to custom fields. These will pull from the same attributes you have setup in the database view. Within Financial Edge NXT 1099 distribution requirements have been updated and the 1099 box number is now required. This is a great update and will eliminate a lot of end of year issues due to incorrect 1099 distribution and 1099 tracking. We have two options to add default distribution. This area of Financial Edge NXT will look very different than in the database view. We can add the distribution manually or use a distribution set. It is very important to select the “add to distributions” button to save the distribution with each option. To apply an account distribution set we can follow these steps: Choose the apply account distribution set option from the default distribution tile Select a distribution set from the drop down menu (these pull from Financial Edge database view in Configuration> Distributions) Select apply to distributions To manually add default distribution to the Vendor record we can follow the steps below. In the Vendor record select add a distribution on the default distributions tile. Enter the account number in the account field. Add a description to the line item. Enter an amount in the amount field. If Project, Grant, and Transaction Codes are used enter these in the Distribution Information fields. If Custom Fields are used select one from the drop down menu below field name.   more

The April 30 release of Financial Edge NXT includes the following features and enhancements: Reporting. Reporting is where you create and run reports in Financial Edge NXT . Reporting leverages existing reports and settings defined using the database view. For example, the report parameters and tags you created in the database view, also appear ... more

The ability to access Financial Edge NXT through a web browser provides more flexibility in how and where you access the program. Although we currently support only the Chrome browser, we will add support for additional browsers in upcoming releases. When you access Financial Edge NXT via a web browser, be aware that settings and options, such as ... more

To help you get started, the Community provides several sources of information about Financial Edge NXT, including discussion forums, blogs, events, resources and product ideas.   Discussions The Financial Edge forums include discussions specific to Financial Edge NXT along with Financial Edge 7. When you visit the forums, you can ... more